Be sure to include both shares held in certificate form and those held in reinvestment accounts. Provide a court certified copy, or a photocopy affixed with a Medallion Guarantee, of the appointment of the decedent's legal representative. Complete and return a substitute W-9 certification form for each new account. Complete a stock power form endorsed as the surviving joint tenant. If you are transferring the shares to your name alone, a Medallion guarantee is not required.
Share amounts to be issued.
Specify the combined total of the shares you wish to transfer for EACH transferee. Be sure to include both shares held in certificate form and those held in reinvestment accounts. Provide a photocopy of the decedent's death certificate. Share amounts to be issued. Specify the combined total of the shares you wish to transfer for EACH transferee.