This section provides you with the most frequently requested forms necessary to make changes to your account. Not all forms may be applicable to your account.
Stock Transfer Instructions and Forms
| 1. Stock Transfer General Form, U.S. Stockholder | View form | |
| 2. Stock Transfer Form, Deceased U.S. Stockholder | View form | |
| 3. Stock Transfer General Form, Non-U.S. Stockholder | View form | |
| 4. Stock Transfer Form, Deceased Non-U.S. Stockholder | View form | |
| 5. Sale Request Form (After Stock Transfer) | View form | |
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Tax Forms
| 1. W9-Request for Taxpayer Identification and Certification | View form | |
| 2. W-8BEN-Certificate of Foreign Status of Beneficial Owner | View form | |
| 3. W8-BEN-E-Certificate of Status of Beneficial Owner for US Tax Withholding & Reporting (Entities) | View form | |
| 4. W-8BEN - Instruction Letter | View form | |
| 5. W8-BEN-E - Instruction Letter | View form | |
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Direct Registration
| 1. Direct Registration Q&A | View form | |
| 2. Direct Registration Transaction Request Form | View form | |
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Direct Stock Purchase Plan
| 1. Prospectus Plan Brochure | View form | |
| 2. Enrollment Form | View form | |
| 3. Authorization for Electronic Funds Transfer – Credit | View form | |
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International Currency Instructions and Form
| 1. International Currency Payment Information | View form | |
| 2. International Currency and Wire Payment Registration Form | View form | |
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You will need Adobe Acrobat ReaderTM in order to view these forms. If you do not have it, you can download the software from the Adobe website.