Even if you only add or delete your middle initial, you are transferring shares. On the back of the certificate to be transferred or on a Stock Power Form , lines are provided for the purpose of writing the new owner's name, Social Security Number and address. If there is not enough space, attach a separate letter of instruction to the stock certificate or stock power. It is important to include complete information about the new registration.
Joint Tenants means right of survivorship.
Please specify which one is the minor. All owners listed on the face of the stock certificate must sign. If the custodian transfers the shares to a name other than the owner's, an affidavit that the transfer is for the benefit of the minor is required. If no longer a minor, the owner may sign and send a certified copy of the birth certificate. Near the signatures, type or print a statement that verifies the two signatures represent one and the same person.