In order to transfer shares from a deceased person’s name to the beneficiary, we require the following items:

• Original Stock certificate, Signed and Medallion Signature Guaranteed at a bank or broker by the beneficiary of the stock.
• Original certified copy of the death certificate or letters of testamentary dated within the last 6 months.
• Copy of Estate documents, trustee documents, will, etc. that shows the entitlement of the shares to the beneficiary.
• Notarized affidavit of domicile attesting that the deceased lived at their last known address for at least the last year of their life (template attached).
• Inheritance Tax Waiver, if applicable.
• Please contact the appropriate transfer agent for the fees specific to this transaction.