Form Library

Form Library

Our goal is to let you know what you need, and to provide you with it, exactly when you need it. You will find the following forms and resources helpful. If you have any questions about what you see here or if you do not see what you need, please contact us.

Shareholder Forms

Stock Power & Instructions

Allows an individual or entity to transfer ownership of stock or securities to another party.


Affidavit of Domicile

A legal document that you can use to verify the home address of a person who has died.


Direct Deposit Authorization

Please Note: Direct Deposit is only offered by issuers that are members of the ACH Network.


Participating ACH Companies

A list of issuers that are members of the ACH Network.

IRS Forms & Publications

IRS Form W-9

Request for taxpayer identification number and certification



Certificate of foreign status of beneficial owner for the United States tax withholding


Instructions for IRS Form W-8BEN



Other Common Securities Related IRS Forms and Instructions

Lost Securities Replacement Forms

Lost Securities Replacement Instructions

The form of Affidavit required depends on the market value of the securities being replaced. There are two different forms of Affidavits (short form and long form). Please use these instructions to download the correct form and for definitive information including whether you will be required to purchase a surety bond.

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