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Office of the Treasurer Securities Gifts Accounting & Administration 3451 Walnut Street, 427 Franklin Building Philadelphia, PA 19104-6205 215-898-7254 Dear University of Pennsylvania Benefactor:
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How to fill out stock power form

How to fill out stock power form:
01
Start by obtaining the stock power form from the transferring or receiving institution. It can usually be found on their website or by contacting their customer service.
02
Fill in your personal information, including your full legal name, address, and contact information. Make sure to use the same name and address as listed on your stock certificate.
03
Provide the details of the stock being transferred, such as the name of the corporation, the number of shares being transferred, and the certificate numbers if applicable.
04
Indicate whether the transfer is a full or partial transfer by checking the appropriate box.
05
Include the name of the recipient or "transferee" of the stock. Provide their contact information and ensure it is accurate.
06
Sign and date the stock power form. Make sure to follow any additional instructions provided by the transferring or receiving institution, such as requiring a signature guarantee.
07
Keep a copy of the filled-out stock power form for your records before mailing or submitting it to the relevant institution.
Who needs stock power form:
01
Stockholders who wish to transfer their shares to another individual or entity.
02
Executors or administrators of estates who need to transfer stock ownership after the death of a shareholder.
03
Corporate entities or institutions that need to transfer shares to an employee or another company as part of a corporate action or merger.
Note: The information provided here is for general guidance and should not be considered as legal or financial advice. It is always recommended to consult with professionals or the relevant institutions for specific instructions and requirements concerning stock power form filling and usage.
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What is stock power form?
Stock power form is a legal document used when transferring ownership of stock certificates from one party to another.
Who is required to file stock power form?
The person or entity transferring ownership of the stock certificates is required to file the stock power form.
How to fill out stock power form?
The stock power form must be filled out with the relevant information including the names of the parties involved, the certificate numbers, the amount of stock being transferred, and the signature of the current owner.
What is the purpose of stock power form?
The purpose of the stock power form is to legally transfer ownership of stock certificates 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, certificate numbers, the amount of stock being transferred, and the signature of the current owner.
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