The Stock Transfer Request Form serves as the primary document for initiating and recording stock transfers in the United States. This form is essential when shareholders wish to transfer their stock ownership to another party, whether through sale, gift, or inheritance. It must comply with SEC regulations, state corporate laws, and relevant exchange requirements. The form typically includes detailed information about both parties, the securities being transferred, and any required supporting documentation. It's particularly important for maintaining accurate corporate records and ensuring proper documentation for tax and regulatory purposes.
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1. Transferor Information: Full legal name, contact details, tax ID of current stockholder
2. Transferee Information: Full legal name, contact details, tax ID of recipient
3. Stock Details: Number of shares, class, certificate numbers, CUSIP if applicable
4. Transfer Instructions: Specific instructions for executing the transfer
5. Signatures: Signature blocks for transferor and witness/notary
1. Medallion Guarantee: Required for publicly traded securities - used for transfer of public company shares
2. Tax Basis Information: Cost basis and acquisition date details - required for tax reporting purposes
3. Corporate Resolution: Authorization for transfer if entity-owned - required when transferor is a corporation or LLC
1. Stock Certificate Copy: Copy of original certificate being transferred
2. Supporting Documentation: Death certificate, power of attorney, or court orders if applicable
3. W-9 Form: Tax form for transferee's certification of TIN
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