Transfer Procedures On A Joint Tenant Account Where One ...
Transfer Procedures On A Joint Tenant Account Where One Owner Is Deceased
1. A letter of instructions.
a. Please give us the name(s), address, and social security numbers of the people receiving the shares.
b. If the shares are going to the survivor please indicate if change of address and how you want the new certificate sent back.
i. If AirBorne, Federal Express, or UPS please provide account number.
2. Evidence of Death:
a. A certified copy of the death certificate.
3. Inheritance Tax Waiver or Affidavit of Domicile:
a. Affidavit of Domicile.
b. A statement of "no tax due" in lieu of an inheritance tax waiver.
4. A Stock Power complete with signature and Medallion Signature Guarantee of the surviving tenant is required.
a. You may obtain this stamp from your local commercial bank, trust, or brokerage firm.
5. The original certificate,
a. A copy will not be accepted. If you do not have the original you must contact Securities Transfer Corp, the number is provided below.
6. A transfer fee is required at time of transfer made payable to Securities Transfer Corp.
a. Payments we accept: (US dollars please!)
i. Check
ii. Cashier’s Check
iii. Money Order
Please send the items to:
Securities Transfer Corp
2591 Dallas Parkway
Ste 102
Frisco, TX 75034
___________________________
2591 Dallas Parkway Suite 102 Frisco, Texas 75034
Tel: 469-633-0101 Fax: 469-633-0088
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