Transfer of Ownership with W-9 Form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the full name of the stock to be transferred in the designated field.
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 and specify the number of certificated shares, book shares, and DRIP shares.
5. If applicable, indicate whether you wish to reinvest dividends by checking 'Yes' or 'No'.
6. Select a transfer reason from the options provided and fill in any relevant dates and cost basis per share.
7. Complete your contact information including daytime phone number and email address.
8. Sign where indicated, ensuring that all signatures are Medallion Signature Guaranteed by an eligible institution.
9. For new registration details, enter the full name of the new owner and select the type of registration from the options available.
10. Complete the Substitute Form W-9 by entering your Taxpayer Identification Number (TIN) and signing at the bottom.

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