Rider possession 2026

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  1. Click ‘Get Form’ to open the rider possession document in the editor.
  2. Begin by entering the date at the top of the form. This is crucial for establishing the timeline of your submission.
  3. Fill in the Lead Underwriter Firm Name and DTC Participant Firm Name in their respective fields. Ensure accuracy as these details are essential for identification.
  4. Input the DTC Participant Number that will be credited on the Closing Date. This number is vital for processing transactions.
  5. Describe the issue, including any relevant maturities and CUSIP(s). If there are multiple CUSIPs, attach an appendix as needed.
  6. Review all sections carefully to ensure compliance with terms outlined in both this Rider and the accompanying Letter of Securities Possession.
  7. Complete the acknowledgment section by providing full legal names, titles, phone numbers, and emails for all signatories involved.
  8. Once completed, send the document via email to DTC’s Underwriting Department and confirm receipt through their hotline.

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