WebB Name (First, MI, Last) - Individual / Custodian / Trustee / Executor / Other F Address Number and Street Name / Apt./Unit / PO Box G City / Town H State / Province I Postal Code C Name (First, MI, Last) - Joint Holder / Minor / Co-Trustee / Other (if applicable) D Trust / Estate Name (if applicable) Trust / Estate Name - continued E Date of Trust (mm / … WebJan 1, 2024 · Step 2: Form W-9, tax certification –The new holder should sign and date the Form W-9 included with the Transfer Request form. If the new holder is unable to provide tax certification at this time, we will send him or her a Form W-9 (Request for Taxpayer Identification Number and Certification) once the transfer request is processed.
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WebOnline Account Access. By logging into Computershare’s Investor Center, registered (non-business entity) stockholders are able to review their account details, buy or sell shares, … WebTaxable ownership change - unreported interest will be taxable to the current owner Or. Non-taxable ownership change. Note: • If changing to a trust, include a completed Certification of Trustee Authority (F84972). • This owner/annuitant change will not change the beneficiary designation. If you desire to change the beneficiary, please ... how to increase your finger size
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WebBecause we have a number of policy servicing forms (e.g., Name or Address Change, Beneficiary Change, Death Claim, etc.), please contact our Customer Service Center at … WebPolicy Service Form - Life Insurance Cincinnati Financial WebApplication to Sell Form: Download Form: Change of Address Form: Download Form: Change of Name Form: Download Form: Deduction of Income Tax Form: Download Form: Gross Payment of Interest Form: Download Form: Gilts Affidavit: Download Form: Gilts List of Available Stocks: Download Form: Letter of Authority: Download Form: Mandate to … jonathan butler heal our land