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We believe that our role, as your stock transfer agent, is to serve as the window of communication between you and your shareholders.  As such, we want to provide the items listed below for you to have at your fingertips for your convenience.  If you have any questions about completing the forms or need additional information, please feel free to call us at: 212 828 8436 or email us at:


The following forms are available for download:



           Address Change Form


           Issuance Instruction Form - New Stock


           Issuance Instruction Form - New Stock - DWAC


           Seller's Representation Letter (1 year)


           Seller's Representation Letter (6 Months)


           Stock Power Form


           Transfer Instruction Form


          Transfer Instruction Form - DWAC


           Application for Lost Instrument Bond


           Form W-9 Instructions


           Form W-9


           Form W-8BEN-E Instructions


           Form W-8BEN-E


           Form W-8BEN Instructions


           Form W-8BEN




For additional forms that you may require, please feel free to email us at

or call 212-828-8436 to speak with us directly.

Your shareholders will appreciate your choice of transfer agent only if they are taken care of as if they were the client as well.

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