Ast form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the 'Name of Stock to Be Transferred' in the designated field. Ensure clarity for accurate processing.
3. Input your 'AST Account Number', which is a 10-digit numerical code found on your account mailings.
4. Fill in the 'Current Registration' as it appears on your account. This ensures that the transfer is correctly attributed.
5. Select a 'Transfer Reason' by checking one of the provided boxes. If no reason is selected, transfers will default to gifts.
6. Complete the 'Date' and provide signatures of assigners along with their capacities if applicable. Include contact information like daytime phone number and email address.
7. For Medallion Signature Guarantee, ensure all signatures are guaranteed by an eligible institution, or obtain a waiver if applicable.
8. Proceed to fill out the 'New Registration' section, including full name and total shares being transferred.
9. Complete the Substitute Form W-9 by entering your Taxpayer Identification Number (TIN) and signing where indicated.

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