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
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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