Help Center

Unable to find the answer to your question in our Help Center? Please contact us directly.

Phone: Mail: Overnight Mail:

Toll Free 1-800-401-1957
Local 1-651-450-4064
Fax 1-651-450-4033
Hours of Operation: Monday – Friday 7AM to 7PM CST

Wells Fargo Shareowner Services
PO Box 64854
St Paul MN 55164-0854

Wells Fargo Shareowner Services
161 N Concord Exchange

  1. How can I register my stock?
  2. If I transfer my shares to a different name registration, will my new account be set up with the same features as my old account: e.g., direct deposit of dividends into my bank account, reinvestment, seasonal address, etc.?
  3. How can I transfer the shares on my account?
  4. Can I transfer my shares to a trust?
  5. Can I correct an error on my registration?
  6. If I've recently changed my name, how do I change my registration?
  7. How can I remove the custodian on my account if I am no longer a minor?
  8. Can I place my shares in a custodial registration for my children or grandchildren?
  9. Can I place a beneficiary on my stock?
  10. If I have Power of Attorney for this account, how do I transfer the shares?
  11. How do I transfer shares for a deceased shareholder?
  12. How do I transfer shares for a deceased tenant?
  13. Can I remove a deceased Trustee from the account?
  14. How do I transfer shares due to a divorce?
  15. What steps do I need to take to change a corporate registration?
  16. Where should I send my transfer request?
  17. I live outside of the United States. Am I required to obtain a Medallion guarantee on the Stock Power form?
  1. How can I register my stock?

    Shareowners have a number of ways to register their stock. Some of the more common types of ownership are listed below.

    • Individual registration

      A form of individual ownership. Upon the death of the individual, the shares are subject to probate proceedings.

    • Joint tenancy registration

      A form of ownership that occurs when two or more individuals hold shares. Upon the death of one joint owner, the survivor(s) is entitled to the entire property. This is different from tenancy in common and tenancy by the entirety.

    • Tenants by the entirety registration

      A form of ownership recognized by certain states as an appropriate form of registration for a husband and wife in such a manner that, except in concert with the other, neither husband nor wife has a disposable interest in the property during the lifetime of the other. Upon the death of either, the property goes to the survivor. This is different from tenancy in common and joint tenancy.

    • Tenants in common registration

      A form of ownership that occurs when two or more individuals hold shares. In this situation each tenant owns an undivided interest, which, upon the death of one tenant, passes as such to his heirs or devisees and not to the surviving tenant(s). This is different from tenancy by the entirety and joint tenancy. (See applicable definitions.)

    • Transfer on death (TOD) registration

      A form of individual or joint tenant ownership where a beneficiary has been designated. Only one beneficiary can be designated per registration. The beneficiary has no rights to the security until the security owner(s) dies. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Not all states have passed statutes to allow for TOD registrations. Please check with a Customer Service Representative if you are unsure of your state's statutes.

    • Custodial registration

      A form of ownership that can be established for a minor who has not attained the age of majority as defined by the laws of their state of residence. We do not recommend registrations in a minor's name alone. A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares.

    • Trust registration

      A form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. The general guidelines for registering securities in a trust registration include:

      • the name(s) of the trustee(s);
      • the name of the trust or the grantor or in the case of a trust under will, the name of the deceased;
      • and the date of the trust (not applicable for a trust under will).
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  2. If I transfer my shares to a different name registration, will my new account be set up with the same features as my old account:
    e.g., direct deposit of dividends into my bank account, reinvestment, seasonal address, etc.?

    No. A new account is set up any time there are changes to a registration. We cannot assume you will want the same features on the new account. For example, you will need to request an electronic authorization form for the new account to establish direct deposit.

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  3. How can I transfer the shares on my account?

    To transfer the shares on your account, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by all registered owner(s) exactly as their name(s) appear on the account. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signature of the registered owner(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8 BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
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  4. Can I transfer my shares to a trust?

    Yes. To transfer your shares to a trust, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by all registered owner(s) exactly as their name(s) appear on the account. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name(s) of the trustee(s), the date of the trust, the name of the trust, the address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signature of the registered owner(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
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  5. Can I correct an error on my registration?

    Yes. To correct an error on your registration, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by all registered holders using the correct form of their name(s). Example: Jane Doe incorrectly registered as John Doe.In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including correct name(s), address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signature(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
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  6. If I've recently changed my name, how do I change my registration?

    To change your registration, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by you exactly as your name appears on your account and then sign again using your new name indicating "now know as". Example: "Jane Doe now known as Jane Smith". In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • Your signature on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
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  7. How can I remove the custodian on my account if I am no longer a minor?

    To remove the custodian on your account if you are no longer a minor, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by you exactly as your name appears on the account. If your name has changed, please sign as follows: (old name) now known as (new name). In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • Your signature on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares. Our physical address for traceable mail delivery is:

    Wells Fargo Shareowner Services

    The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please consult your guarantor institution for their specific requirements.

    • A certified copy of your birth certificate.
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  8. Can I place my shares in a custodial registration for my children or grandchildren?

    Yes. To place your shares in a custodial registration for your children or grandchildren, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by all registered owners, exactly as their name(s) appear on the account. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued. For a custodial registration, fill in the complete name and address of the custodian, the complete name and Employer Identification Number (EIN) or Social Security Number (SSN) of the minor, and the State under which provisions the shares will be subject to.
    • The signature(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
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  9. Can I place a beneficiary on my stock?

    Registrations on securities do not allow for beneficiaries. However, if your state allows, you can change to a Transfer on Death registration. To complete the change to a Transfer on Death registration, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by all registered owner(s) exactly as their name(s) appear on the account. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including registered owner's name, name of one TOD recipient, (e.g. John Doe TOD Jane Doe), address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signature of the registered owner(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
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  10. If I have Power of Attorney for this account, how do I transfer the shares?

    To complete the transfer, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by you in your capacity as Attorney-in-fact. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number(EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • Your signature on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.

    The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please consult your guarantor institution for their specific requirements.

    • A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. If the securities are being transferred to your name, the Power of Attorney must authorize you in your capacity as Attorney in Fact to transfer securities to your own name.
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  11. How do I transfer shares for a deceased shareholder?

    To complete the transfer, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by the executor, administrator or personal representative of the estate in their capacity. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signature of the executor, administrator or personal representative of the estate on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
    • Either an Inheritance Tax Waiver Stamp within the signature section of the Stock Power form certifying no Inheritance Tax Waiver, or an Affidavit of Domicile (PDF*) completed, signed and notarized, is required. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. In this event, you can obtain an Inheritance Tax Waiver Form and instructions from the Department of Revenue or similar inheritance tax office in the state where the decedent was a resident.

    The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please consult your guarantor institution for their specific requirements.

    If the estate is being probated:

    • A court certified copy of the Letters of Appointment naming the executor, administrator or personal representative of the estate, dated within 60 days (six months in New York and one year in Connecticut).

    If the estate was not probated, you may be able to claim the shares using a Small Estate Affidavit:

    • A Small Estate Affidavit prepared in accordance with the provisions of Small Estate Requirements for the state where the decedent was a resident. We suggest you contact an attorney for assistance in completing the Affidavit.
    • A certified copy of the death certificate.
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  12. How do I transfer shares for a deceased tenant?

    To complete the transfer, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by you exactly as your name appears on the stock. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • Your signature on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
    • Either an Inheritance Tax Waiver Stamp within the signature section of the Stock Power form certifying no Inheritance Tax Waiver, or an Affidavit of Domicile (PDF*) completed, signed and notarized, is required. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. In this event, you can obtain an Inheritance Tax Waiver Form and instructions from the Department of Revenue or similar inheritance tax office in the state where the decedent was a resident.

    The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please consult your guarantor institution for their specific requirements.

    • A certified copy of the death certificate.
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  13. Can I remove a deceased Trustee from the account?

    Yes. To remove a deceased Trustee from the account, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by the successor trustee(s) in their capacity. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signature(s) of the successor trustee(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.
    • Either an Inheritance Tax Waiver Stamp within the signature section of the Stock Power form certifying no Inheritance Tax Waiver, required or an Affidavit of Domicile (PDF*) completed, signed and notarized, is required. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. In this event, you can obtain an Inheritance Tax Waiver Form and instructions from the Department of Revenue or similar inheritance tax office in the state where the decedent was a resident.

    The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please consult your guarantor institution for their specific requirements.

    • A certified copy of the death certificate.
    • A copy of the Trust Agreement.
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  14. How do I transfer shares due to a divorce?

    To divide or transfer shares due to a divorce, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by both parties exactly as their names appear on the account. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name(s), address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signatures of both parties on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.

    The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please consult your guarantor institution for their specific requirements.

    • A Court Order designating the transfer of the shares.
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  15. What steps do I need to take to change a corporate registration?

    To change a corporate registration, Shareowner Services requires the following:

    • A Stock Power (PDF*) form completed and signed by an authorized officer of the company in their capacity. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including name, address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If applicable, indicate how un-cashed checks are to be reissued.
    • The signature of the authorized officer on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) as described on the reverse side of the Stock Power form. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act.
    • A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Failure to certify status may subject the holder to non resident alien (NRA) tax withholding of up to 30 percent.
    • If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. We recommend you use a traceable mail method and insure the package for 3% of the current market value of the shares.

    The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please consult your guarantor institution for their specific requirements.

    • A Corporate Secretary's certificate, dated within the past six months, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s).

      The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). The certificate should have the corporate seal or state that no corporate seal exists; or have the Secretary's (or other signing officer's) signature notarized.

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  16. Where should I send my transfer request?

    Send your transfer request to one of the below addresses. If the stock is held in certificate form, we suggest you use registered mail, insured for 3% of the current market value of the shares.

    Mail
    Shareowner Services
    PO Box 64874
    St Paul, Minnesota 55164-0874


    Wells Fargo Shareowner Services
    false

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  17. I live outside of the United States. Am I required to obtain a Medallion guarantee on the Stock Power form?

    Yes. A Medallion guarantee must be provided by an eligible guarantor institution (commercial bank, trust company, securities broker/dealer, credit union or savings association) participating in a Medallion program approved by the Securities Transfer Association Inc. and must cover the value of the transaction. A Signature guarantee must be provided by a bank or financial institution with a United States bank correspondent relationship.

    If you are signing on behalf of the registered owner, additional documentation may be required. Please contact us with questions.

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