Dear Holder, Included in this package are the forms and instructions ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. Complete the Transfer Request form. Ensure all surviving registered holders or a legally authorized representative sign the 'Authorized Signatures' section (section 8) with a Medallion Signature Guarantee for each signature.
3. Fill out Form W-9 for tax certification. The new holder must sign and date this form included with the Transfer Request.
4. Gather additional tax documentation as required: either an Inheritance Tax Waiver form or a Notarized Affidavit of Domicile, depending on the decedent's state of residence.
5. Send all completed documents to Computershare via regular mail or overnight delivery as specified in the instructions.

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