Ast transfer of ownership 2026

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

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