How to use or fill out broadridge dislt with our platform
- Click ‘Get Form’ to open the broadridge dislt in the editor.
- Begin by entering your current account information, including your Account Number and Tax ID/SSN. Ensure accuracy as this information is crucial for processing.
- In the 'Transfer Specifics' section, indicate whether you are transferring all shares or only specified shares. Remember to check the appropriate box and include original stock certificates.
- Select the reason for transfer from the provided options. If no box is checked, it will default to a gift.
- Sign where indicated, ensuring that each registered owner signs exactly as their name appears on the account. A Medallion Signature Guarantee (MSG) is required here.
- Complete the 'New Holder/Recipient Information' section with details of the new shareholder(s), including their mailing address and account type.
- Finally, review all entries for accuracy before submitting your completed form through our platform for processing.
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