Transfer Ownership
In order to update the ownership of your account, please complete the Transfer Authorization form.
Examples of updating the ownership of an account are:
- Adding another owner to the account
- Removing an owner from the account
- Updating the owner to someone new
Transfer Authorization (PDF)
Transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.
Send the completed form to:
For Regular Mail |
For Overnight Mail |