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. Be sure to include both shares held in certificate form and those held in reinvestment accounts. Complete and return a substitute W-9 certification form for each new account.
Share amounts to be issued.
Specify the combined total of the shares you wish to transfer. Be sure to include both shares held in certificate form and those held in reinvestment accounts. Complete and return a substitute W-9 certification form for each new account. For a glossary of terms click here .