An Affidavit of Domicile is required for transferring stock certificates when the registered owner of the stock is deceased. This document will confirm the state of residence at the time of death for tax purposes. The Affidavit of Domicile must be signed by the individual executor, administrator and/or survivor in the presence of a Notary Public. This form provides that the affiant upon oath and personal knowledge verifies the address of the decedent at the time of death.
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How to complete a stock transfer form in 10 Steps1 Consideration money.2 Full name of Undertaking.3 Full description of Security.4 Number or amount of Shares, Stock or other security.5 Name(s) and address of registered holder(s)6 Signature(s)7 Name(s) and address of person(s) receiving the shares.More items.
Regular mail: Overnight/certified/registered delivery: Computershare Computershare PO Box 505005 462 South 4th Street, Suite 1600 Louisville, KY 40233-5005 Louisville, KY 40202 Page 2 . It is important that you follow the steps above to ensure that your transfer can be completed.
On the death of a co-owner (joint tenant or tenant by the entirety) of a security registered in TOD form, transfer by the other co-owner(s) requires: (a) an original, or a certified copy of the death certificate of such co-owner or an endorsement by all surviving co-owners (with acceptable medallion signature guarantee
To facilitate a transfer, the executor will need a copy of the decedent's will or a letter from the probate court confirming that the beneficiary in question is indeed the person entitled to receive the shares. The executor must then send these documents to a transfer agent, who can complete the transfer of ownership.
Notify Computershare in writing immediately. You will need to provide us with your name, address, name and type of securi- ties you own, certificate number(s), if known, and the reason for the loss (i.e. lost, stolen, destroyed or never received). We will forward the proper documents to you for completion.
An Affidavit of Domicile is a legal document that confirms a person's primary residence at the time of their death. It is required for various financial and estate transactions.
Computershare is a trusted financial services company that assists in the processing and administration of various legal documents, including the Affidavit of Domicile form.
An Affidavit of Domicile form is typically required when transferring or claiming ownership of securities, stocks, or other financial assets after the death of the owner. It helps establish the deceased person's residence for tax and inheritance purposes.
The form usually requires details such as the deceased person's name, date of death, social security number, last known address, and information of the executor or administrator handling the estate.
Yes, computershare provides an online platform where you can download the Affidavit of Domicile form. You may also find it on the official website of the relevant court or government agency handling the estate.
The fees associated with the filing and processing of Affidavit of Domicile forms may vary depending on the specific jurisdiction and the services provided by computershare. It is advisable to consult the company or the relevant court for accurate fee details.
The processing time for an Affidavit of Domicile may vary. It depends on factors such as the volume of requests received and the complexity of the case. It is recommended to contact computershare directly for an estimated processing timeline specific to your situation.
No, computershare is a financial services company and cannot provide legal advice. They can assist in the processing and administration of legal documents but always consult a qualified attorney or legal professional to ensure accuracy and compliance with local laws.
If you require assistance or have additional questions regarding the Affidavit of Domicile form, you can reach out to computershare's customer support team. They will be able to provide guidance and address any concerns you may have.
No, an Affidavit of Domicile form and a Domicile Certificate are distinct documents. While an Affidavit of Domicile is often required for financial transactions after a person's death, a Domicile Certificate is a government-issued document that verifies an individual's current residence for various legal purposes.
1. Obtain an Affidavit of Domicile form. Use this form to provide the correct residency address for a decedent if different from the death certificate, or to deposit securities.Step 1: Transfer Request form – Complete the enclosed form. You must include all stock certificates with the completed transfer paperwork. A separate affidavit of domicile is required for each security account. State tax inheritance waiver, if applicable. The Affidavit of Domicile is a sworn statement verifying a deceased person's state of residence at time of death.
