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TAX PAYER ID CERTIFICATION SUBSTITUTE W-9 W-9 certification. If requested information is not known at time of transfer or new owner is not available to sign a W-9 form will be mailed to the new shareholder s once the shares are transferred. A new shareholder may also go online at www. shareholder. broadridge. com to print a W-9 form. Your account may be subject to backup withholding at the applicable rate if you do not complete this substitute W-9 form. If you are exempt from backup withholding ...

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I fill out a stock transfer ledger?

For every stock transaction, the information necessary to complete the stock ledger correctly will include: Name of the shareholder; Complete mailing address of the stock shareholder including contact number; Stock certificate number; The total number of shares outstanding; The date the shares were purchased;

How do I fill out a stock certificate transfer?

To fill out a stock certificate, you fill in the name of the shareholder, the name of the corporation, the number of shares represented by the certificate, the date, and possibly an identification number. There is also a space for a corporate officer to sign on behalf of the corporation and to affix the corporate seal.

Can stocks be transferred to another person after death?

The person leaving behind the security purchased from the brokerage house will need to register the security as transferable on death with the same brokerage house. After that person dies, the beneficiary can request to have the securities registered in their name.

How do you transfer shares to another person after death?

Sometimes shareholders enter into a \u201ccross option agreement\u201d, which means that, if a shareholder dies, the existing shareholders can require the deceased's shares to be transferred to them or the executors could require the remaining shareholders to buy the shares held by the estate.

How do I transfer shares to Broadridge?

How do I submit a request to transfer shares into a new account or an existing account within Broadridge? Complete The Legal Transfer Form. To determine how the shares to be transferred are held, please access your account through our Shareholder Portal, refer to your account statement, or contact us directly.

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Who owns the most shares of Disney stock?

The top shareholders of Disney are Robert A. Iger, Christine M. McCarthy, Alan N. Braverman, Vanguard Group Inc., BlackRock Inc.

Are Disney stock certificates worth anything?

Disney said that instead of the stock certificate, they are offering shareholders "certificates of acquisition," if they ask for them. But they'll hold no value. "It's worthless," said Bob Kerstein, the founder of Scripophily.com, which buys and sells collectable stock certificates.

Who can be a transfer agent?

Transfer agents work for the security issuer to record changes of ownership, maintain the issuer's security holder records, cancel and issue certificates, and distribute dividends. Transfer agents are usually banks or trust companies, but sometimes a company acts as its own transfer agent.

Who is the transfer agent for Broadridge?

Broadridge Corporate Issuer Solutions, Inc. is our transfer agent. Broadridge Corporate Issuer Solutions, Inc. is our subsidiary and is a leading provider of registrar, stock transfer and record keeping services with over 35 years of experience in the stock transfer agency industry.

Does broadridge handle Disney stock?

Broadridge Corporate Issuer Solutions is the transfer agent for The Walt Disney Company. The information provided below outlines the process to complete a transfer of shares.

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How do I fill out a stock transfer ledger?

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Can stocks be transferred to another person after death?

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Who owns the most shares of Disney stock?

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Who is the transfer agent for Broadridge?

Does broadridge handle Disney stock?

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