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Ast transfer of ownership 2026
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- Click ‘Get Form’ to open the ast transfer of ownership document in the editor.
- Begin by entering the 'Name of Stock to Be Transferred' in the designated field. Ensure you provide the full name for clarity.
- Input your AST Account Number, which is a 10-digit numerical code found on your account mailings.
- Fill in the 'Current Registration' as it appears on your account. This ensures accurate processing of your transfer.
- Indicate the number of certificated shares, book shares, and DRIP shares you wish to transfer. Sum these amounts for the total number of shares.
- If applicable, check 'Yes' for reinvesting dividends if you want to keep shares enrolled in a Dividend Reinvestment Plan.
- Select a transfer reason from the options provided. If no reason is checked, it will default to a gift.
- Complete the signature section, ensuring all signatures are Medallion Signature Guaranteed by an eligible institution.
- On Page 2, enter the new registration details including full name and address of the new owner.
- Complete the Substitute Form W-9 by entering your Taxpayer Identification Number (TIN) and signing where indicated.
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