certifi cate(s) please contact Computershare on the above number. Transfer on Death ("TOD") is a form of ownership that enables the owner of an account to transfer ownership directly to a designated beneficiary upon the death of the owner(s). A certifi ed copy of the Death Certifi cate or Probate/Letters of Administration (if not already provided). Online . The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon the face of the stock certificate or a Computershare-issued statement for book-entry shares, without alteration or enlargement or any change whatever. Transfer Form - Transfer on Death Registration ... The advanced tools of the editor will guide you through the editable PDF template. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information . on which the transfer is processed by the transfer agent , but rather the date of the event which led to the transfer request (i.e. If you would like to sell the securities, provide the required Estate documents (probate or death certificate and will) and payment of the $90.00 administration fee to Computershare then contact a broker for their requirements. Verizon's stock transfer agent and registrar is Computershare. Below we have provided information on the two most common types of transfers: 1) transfers from an individual name 2) documentation required upon the death of a holder The ownership of the account generally passes to the beneficiary(ies) outside of probate. • Complete Sections 1 - 5 of the Transfer Requestform • The authorized person(s) MUST sign section 5 • If sale instructions are included with the Transfer Request, the person receiving the shares MUST complete and sign Section 6 • Complete and sign the enclosed Substitute Form W-9 with the Taxpayer Identification Number of the new owner Change of Transfer on Death (TOD) Beneficiary Form PLEASE PRINT CLEARLY 1.CURRENT INVESTOR INFORMATION death, become the successor holder of my TFSA, RIF, Spousal RIF as applicable, . death? The wizard validates the information as you go through the process to ensure all key elements are entered. If your stock certificate has been lost, stolen or damaged, notify Computershare immediately at 1 800 351-7221 so that a stop transfer can be placed on the certificate.. Computershare will send you the forms needed for issuing a replacement certificate. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information . Securities Transfer Form The Securities Transfer Form must be completed and signed by the executor (s) of the estate. death, become the successor holder of my TFSA, RIF, Spousal RIF as applicable, . If you want to fill out the computershare transfer request PDF, our form editor is exactly what you need! The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. If the event date field is left blank, the transfer agent may default to the date the transfer is processed by the transfer age nt. If you prefer to have paper forms mailed to you, please call Computershare at 800-305-9404 and select menu option 4. Do not send to the IRS. Original certificate (s) or Ownership Statement (s) Computershare (as well as your broker) require the original certificates and/or other ownership documents in order to process a transfer of securities. Online Transfer Transfer of securities is not required prior to sale. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon the face of the stock certificate or a Computershare-issued statement for book-entry shares, without alteration or enlargement or any change whatever. If you want to fill out the computershare transfer request PDF, our form editor is exactly what you need! The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon Computershare may transfer personal information to other companies . The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. Deliver form to: Computershare Trust Company of Canada Attn: Private Capital Solutions 8th Floor, 100 University Ave. Below we have provided information on the two most common types of transfers: 1) transfers from an individual name 2) documentation required upon the death of a holder How to fill out the Computershare transfer request form on the web: To start the document, use the Fill & Sign Online button or tick the preview image of the blank. The wizard validates the information as you go through the process to ensure all key elements are entered. the Most Secure Digital Platform to Get Legally Binding, Electronically Signed Documents in Just a Few Seconds. The forms will include a set of detailed instructions, as well as the answers to some Frequently Asked Questions, to guide you through the process. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Start a Free Trial Now to Save Yourself Time and Money! Transfer Form - Transfer on Death Registration - Beneficiary Designation 02I3QA_WEB (REV. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. Transfer on Death ("TOD") is a form of ownership that enables the owner of an account to transfer ownership directly to a designated beneficiary upon the death of the owner(s). Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate Assistant guides you through the process of transfer, sale or finalising the estate. TRANSFER OF OWNERSHIP Computershare is the transfer agent appointed by a company to transfer ownership of its securities. TRANSFER OF OWNERSHIP Computershare is the transfer agent appointed by a company to transfer ownership of its securities. Computershare Metlife. • Complete Sections 1 - 5 of the Transfer Requestform • The authorized person(s) MUST sign section 5 • If sale instructions are included with the Transfer Request, the person receiving the shares MUST complete and sign Section 6 • Complete and sign the enclosed Substitute Form W-9 with the Taxpayer Identification Number of the new owner The beneficiary has no rights with respect to the account until on which the transfer is processed by the transfer agent , but rather the date of the event which led to the transfer request (i.e. Computershare may transfer personal information to other companies . Toggle navigation Deceased Estate Assistant Get and Sign Computershare Forms 2011-2021 . • A certifi ed copy of the Death Certifi cate • A certifi ed copy of the Will (if applicable) • The attached transfer form together with any valid share certifi cate(s) for the holding (if applicable) • A cheque for the Small Estates Declaration and Indemnity fee made payable to Computershare Investor Services PLC FURTHER INFORMATION Replacing Lost Stock Certificates. Forms Needed to Transfer Funds to a New Owner. Printable transfer forms If you prefer to have paper forms mailed to you, please call Computershare at 800-305-9404 and select menu option 4. On the death of a co-owner (joint tenant or tenant by the entirety) of a security registered in TOD form, transfer by the other co-owner(s) requires: (a) an original, or a certified copy of the death certificate of such co-owner or an endorsement by all surviving co-owners (with acceptable medallion signature guarantee); (b) any inheritance tax The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon Computershare does not handle the sale of securities. We have also enclosed answers to Frequently Asked Questions (FAQs) to assist you with completing the form and to answer transfer related questions you may have. To do so, you must complete the Transfer Request form which may be downloaded from Computershare's website to add the TOD recipient. 4/20) + + COMPUTERSHARE TOD RULES Pursuant to the Massachusetts Uniform TOD Security Registration Act, transfer agents, such as Computershare Inc. ("Computershare"), may offer TOD registrations and adopt rules by Computershare Transfer Request - Fill Out and Use. As part of Computershare's ongoing efforts to streamline the stock transfer experience for shareholders, beginning mid-February, we will offer shareholders the option to process their transfers without a medallion stamp by providing a copy of a government issued identification and enclosing a processing fee of $50. By pressing the orange button below, you will go to the page where it's possible to modify, save, and print your PDF. Deliver form to: Computershare Trust Company of Canada Attn: Private Capital Solutions 8th Floor, 100 University Ave. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon the face of the stock certificate or a Computershare-issued statement for book-entry shares, without alteration or enlargement or any change whatever. Their services include the administration of a Direct Stock Purchase and Dividend Reinvestment Plan, the Direct Registration system (book-entry ownership), the eTree . Fill Out, Securely Sign, Print or Email Your Met Life Stock Transfer Form Instantly with SignNow. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon Toggle navigation Deceased Estate Assistant He/she will be asked to complete a form: Basic Transfer Requirements - US Deceased. Enjoy the ease of navigation and user interface the editor offers. The beneficiary has no rights with respect to the account until The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. Enter your official identification and contact details. Stock transfer agent. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon Assessment and payment of stamp duty (if applicable) must be made prior to returning the transfer form to Computershare. Computershare Transfer Forms Deceased Holder. If the event date field is left blank, the transfer agent may default to the date the transfer is processed by the transfer age nt. date of gift, date of death of the holder or the date the private sale took place) . Available for PC, iOS and Android. Return your form: By mail: Computershare Investor Services Pty Limited Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate Assistant guides you through the process of transfer, sale or finalising the estate. Printable transfer forms. You must complete an IRS Form W-9. The ownership of the account generally passes to the beneficiary(ies) outside of probate. Once Computershare receives this completed form, the beneficiary will receive direction on transferring shares. As part of Computershare's ongoing efforts to streamline the stock transfer experience for shareholders, beginning mid-February, we will offer shareholders the option to process their transfers without a medallion stamp by providing a copy of a government issued identification and enclosing a processing fee of $50. They provide shareowner communications and services to Verizon's registered shareowners. The forms will include a set of detailed instructions, as well as the answers to some Frequently Asked Questions, to guide you through the process. Daytime Telephone Number Limited Liability Company or Other Classification If you are an LLC or Other Classification, do not complete this form. with computershare, you can establish a transfer on death registration and designate a single beneficiary or multiple beneficiaries with varying allocations and modify such designations, all in a convenient online platform that makes it easy to simplify beneficiary management, control the disposition of your securities and provide options for … This form must be signed and dated for us to accept as proper certification. Confi rmation of the Deceased's Name' ' form (required where the name on the legal documentation does not fully correspond to the name on the register). Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon Holder As requested, enclosed are the form and instructions needed to transfer stock to a new account or another holder. For more information regarding this process or to request a form to be mailed, you may contact Computershare at (800) 649-3593. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown With Computershare, you can establish a Transfer on Death registration and designate a single beneficiary or multiple beneficiaries with varying allocations and modify such designations, all in a convenient online platform that makes it easy to simplify beneficiary management, control the disposition of your securities and provide options for . date of gift, date of death of the holder or the date the private sale took place) . Computershare Transfer Request - Fill Out and Use. Stamp duty If the securities being transferred are not listed on the Australian Securities Exchange (or other recognised exchange) stamp duty may be payable. For any questions concerning this form, please call Computershare, MetLife, Inc.â s Transfer Agent, at the number listed above; If you need to share the computershare com metlife forms with other parties, you can send it by email; 0000020553 00000 n Metlife stock deceased transfer request form. This form can be found on the IRS By pressing the orange button below, you will go to the page where it's possible to modify, save, and print your PDF. Answer: Your beneficiary should contact Computershare upon your death. Send form to Computershare. Computershare PO Box 505013 Louisville, KY 40233-5013 Name(s) of Current Investor(s) Address City, State, Zip. Enjoy the ease of navigation and user interface the editor offers.