Transferring Stock

Items required for transfer of stock (Restricted or Free-Trading) From an Individual

  • Original Stock Certificate
  • Stock Power or back of certificate signed with a Medallion Signature Guarantee
  • Letter of instruction
  • Social Security Number or Tax ID
  • Shareholder address
  • Cost Basis Form pdficon
  • Please call agent for the fees specific to this transaction.

**Restricted transfers require company or counsel approval

Items required for Transfer of stock (Restricted or Free Trading) From a Corporation or partnership

  • Original Stock Certificate
  • Stock Power or back of certificate signed with a Medallion Signature Guarantee pdficon
  • Corporate Resolution or Partnership Agreement pdficon
  • Letter of instruction
  • Social Security Number or Tax ID
  • Shareholder address
  • Cost Basis Form pdficon
  • Please call agent for the fees specific to this transaction.

**Restricted transfers require company or counsel approval

Items needed for exchange of certificate (old name for new name, reverse split)

  • Original Stock Certificate
  • Transmittal letter or letter of instruction pdficon
  • Cash or check for $35.00 per certificate being issued unless the Company is picking up the fees for a time period

*No need for Medallion Signature Guarantee unless they are transferring the shares