Broadridge dislt 2026

1. Click ‘Get Form’ to open the broadridge dislt in the editor.
2. Begin by entering your current account information, including your Account Number and Tax ID/SSN. Ensure accuracy as this information is crucial for processing.
3. 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.
4. Select the reason for transfer from the provided options. If no box is checked, it will default to a gift.
5. 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.
6. Complete the 'New Holder/Recipient Information' section with details of the new shareholder(s), including their mailing address and account type.
7. Finally, review all entries for accuracy before submitting your completed form through our platform for processing.

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