Get the free Stock Power Form - Wells Fargo

Click Here for Help IRREVOCABLE STOCK OR BOND POWER For Value Received, the undersigned does (do) hereby sell, assign and transfer to This portion is for Merrill Lynch, Please begin with your Social

How to fill out stock power form

How to fill out a stock power form:

1. Obtain the stock power form: Start by obtaining the stock power form from your brokerage or investment firm. You may also find it online on their website or by contacting their customer support.
2. Identify the required information: The stock power form typically requires various details, including your name, address, social security or tax identification number, the number of shares being transferred, and the name of the receiving party or entity.
3. Fill out the personal information: Begin by filling out your personal information accurately. This includes your full name, current address, and contact information. Ensure that all details provided are correct and up-to-date.
4. Provide the stock details: Enter the necessary information regarding the stock being transferred. This includes the number of shares being transferred and their specific identification, such as the stock symbol or the CUSIP number. Double-check the accuracy of this information.
5. Include the receiving party details: Specify the name and details of the receiving party or entity. This can be an individual, organization, or trust. If transferring the shares to an existing brokerage account, provide the account number and other required information.
6. Sign and date the form: Carefully review the completed stock power form to ensure accuracy. Once satisfied, sign the form at the designated area and include the date of signing. In some cases, a witness may also be required to sign the form. Follow the instructions provided by your brokerage or investment firm regarding signatures and witnesses.
7. Submit the form: After completing and signing the stock power form, submit it as instructed by your brokerage or investment firm. This can be done electronically, through mail, or by visiting their office in person. Make sure to retain a copy of the filled-out stock power form for your records.

Who needs a stock power form:

1. Shareholders transferring stock: Any shareholder looking to transfer their ownership of stock to another person, entity, or brokerage account may need to fill out a stock power form. This form ensures the legal transfer of ownership and serves as documentation of the transaction.
2. Executors or administrators of estates: In situations where a person passes away and their stock holdings need to be transferred to beneficiaries or sold, the executor or administrator of the estate may need to complete a stock power form to initiate the transfer or sale.
3. Trustees of trusts: If the managing trustee of a trust intends to transfer the trust's stock holdings to another party or account, they may need to use a stock power form to facilitate the transfer.

It is important to note that the specific requirements for using a stock power form may vary among different brokerage firms, so it is advisable to consult with your specific firm or seek legal advice if you have any doubts or questions.

For pdfFiller’s FAQs

What is stock power form?

The stock power form is a legal document used to transfer ownership of stock from one party to another.

Who is required to file stock power form?

Anyone looking to transfer ownership of stock must file a stock power form.

How to fill out stock power form?

Fill out the required information including the names of the parties involved, stock certificate details, and signatures.

What is the purpose of stock power form?

The purpose of stock power form is to legally transfer ownership of stock from one party to another.

What information must be reported on stock power form?

The stock power form must include details such as the names of the parties involved, stock certificate numbers, and signatures of both parties.

How can I manage my stock power form directly from Gmail?

pdfFiller’s add-on for Gmail enables you to create, edit, fill out and eSign your stock power form and any other documents you receive right in your inbox. Visit Google Workspace Marketplace and install pdfFiller for Gmail. Get rid of time-consuming steps and manage your documents and eSignatures effortlessly.

How do I edit stock power form online?

The editing procedure is simple with pdfFiller. Open your stock power form in the editor. You may also add photos, draw arrows and lines, insert sticky notes and text boxes, and more.

Can I create an electronic signature for the stock power form in Chrome?

Yes. You can use pdfFiller to sign documents and use all of the features of the PDF editor in one place if you add this solution to Chrome. In order to use the extension, you can draw or write an electronic signature. You can also upload a picture of your handwritten signature. There is no need to worry about how long it takes to sign your stock power form.