Example Letter
*Please copy, paste & edit this template, as needed, to fit your intended transfer*
Joe Smith
12 Buckle My Shoe Lane
Two Dot, MT 95003
** Current Date **
Securities
Transfer Corporation
Attn: Transfer Dept
2901 N Dallas Parkway, Suite 380
Plano, TX 75093
RE: Transfer of shares of ABC Company
Dear Sir:
I would like to transfer __________ shares from certificate number __________ to the name(s) listed below. I order to complete this transfer, I have included the following items:
· A certified copy of the death certificate
· An Affidavit of Domicile
· Court certified letter of Testamentary dated within 60 days
· A stock power with a Medallion signature guarantee
· The stock certificate(s) from which the shares are to be transferred
· Transfer fee, payable to Securities Transfer Corporation.
Please issue the new certificate as follows:
Name
Address
City, State Zip
SS#/Tax-ID#
Once completed, please return the shares to me by FedEx. My account number # is 123456789.
Sincerely,
Joe Smith