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