Forms for Offline Account Maintenance
These services are available by completing the appropriate forms and mailing them to us.
- Notice of Name Change
- Transfer of Ownership
- IRA Designation of Beneficiary
- W-9 - Request for Taxpayer Identification Number and Certification
Deceased Shareholder Services
Please call an Estate Transfer Specialist at (800) 422-3301, M-F, 8 a.m.-5 p.m. Central time.