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Computershare sale request form

Transfer my stock 2025

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The document provides detailed instructions for transferring stock shares through Computershare, including necessary forms, steps to complete the transfer, and tax certification requirements. It outlines the process for both current holders and new recipients, emphasizing the need for authorized signatures and Medallion Signature Guarantees. Additionally, it includes FAQs addressing common concerns about share types, account management, and legal documentation.

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Click ‘Get Form’ to open the Transfer Request form in the editor.
Begin by filling out the Current Holder Information section. Ensure that all current registered holders or authorized representatives sign the 'Authorized Signatures' section (section 6) with a Medallion Signature Guarantee.
In the Shares to be Transferred section, indicate whether you are transferring all shares or a partial transfer. If transferring partially, specify the number of DRS book-entry shares and certificated shares.
Complete the New Holder/Recipient Information section. Mark the appropriate account type and provide necessary details such as Social Security Number (SSN) or Employer Identification Number (EIN).
Ensure that Form W-9 is signed and dated by the new holder in section 8 to avoid backup withholding on future distributions.
Review all information for accuracy before sending your completed form along with any required documents to Computershare via regular or overnight mail.

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Versions	Form popularity	Fillable & printable
2022	4.8 Satisfied (31 Votes)
2011	4.9 Satisfied (27 Votes)
2008	4.4 Satisfied (63 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I transfer my stocks without selling?

An in kind transfer allows investors to move assets like stocks, mutual funds or other securities between accounts without selling them or converting them to cash.

Can I transfer my stocks from one account to another?

For example, when you purchase shares worth 1,010, youll need to pay 0.5% on that total, which is 5.05. This is then rounded up to 10 - so 10 is payable in stamp duty. Stamp duty should be paid within 30 days of the transfer taking place.