Transfer Shares CCMC will send you a stock power/W-9 form. Sign and have your signature “medallion guaranteed” on that form. The required medallion guarantee can be made by your bank or brokerage firm if you sign the form in their presence. If transferring shares to a Trust: In your message, please tell us how the Trust will hold title to the shares after the transfer, and whether the Trust has its own separate tax identification number. Upon completion, the “trust” account will be a brand new account with a new account number. This means the elections you made for the old account (like having dividends direct-deposited) will not carry over to the new account. You will need to make new elections for the new account. If transferring shares due to the death of the shareholder: Please send CCMC a copy of the death certificate by attaching it to this email or by regular mail.
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