Nobo request form 2026

1. Click ‘Get Form’ to open the nobo request form in the editor.
2. Begin by filling out the Company Information section. Enter your company name, valid record date(s), and the 9-digit CUSIP number(s). Ensure that the record date is at least two business days in the future unless there is a current meeting.
3. In Part II, specify your intended use of the NOBO list. Choose from options such as 'Info only (No mailing)', 'OBO Only', or 'OBO and NOBO'. Remember, partial lists cannot be processed.
4. If you require additional reports, navigate to Part III and select any optional reports you wish to include, such as Share Range Report or Security Positions listing report.
5. Proceed to Part IV to select your media type and format for receiving the NOBO information. Indicate quantities for hardcopy lists, CDs, peel & stick labels, or cartridges.
6. Fill in the Shipping and Billing Address sections in Part V. Note that shipping cannot be sent to a PO Box or via fax/email.
7. Finally, complete the Requestor Information section in Part VI. Ensure it is signed and dated by an authorized signer of your company before submitting.

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