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If your securities are lost, stolen or destroyed, please notify us immediately by mail, fax or email. In response, we will place a temporary stop transfer notation against the securities and send
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How to fill out a form if your securities are:

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Begin by carefully reading the instructions provided with the form. These instructions will outline what information is required and how to correctly fill out the form.
02
Start with the basic personal details section of the form, such as your name, address, and contact information. Ensure that you provide accurate and up-to-date information.
03
If the form requires information about your securities, gather all the relevant details beforehand. This may include the type of securities you own, their current market value, and any relevant identification numbers.
04
Follow the form's instructions for reporting your securities. This may involve providing the quantity or value of your securities, the date of acquisition, and any details about brokerage firms or institutions holding the securities on your behalf.
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Be prepared to disclose any income, dividends, or interest earned from your securities if required by the form. Provide accurate and detailed information to ensure compliance.
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Check the form for any additional sections or attachments that may be necessary to complete. Some forms may require supporting documents, such as statements or receipts, to validate the reported securities.

Who needs to fill out a form if your securities are:

01
Individuals who own securities: If you own stocks, bonds, mutual funds, or any other type of tradable securities, you may need to fill out a form to report these holdings to regulatory authorities, tax agencies, or investment firms. This helps ensure transparency and compliance with applicable laws and regulations.
02
Investors or shareholders: If you are an investor or shareholder in a company or investment fund, you may need to fill out a form to update your ownership information, disclose any changes in your securities holdings, or provide necessary documentation for transactions related to your securities.
03
Nonprofit organizations or businesses: Besides individuals, organizations such as nonprofits or businesses that hold securities may also need to fill out forms to comply with legal or regulatory requirements. These forms help track and monitor the ownership of securities within these organizations.
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If your securities are a type of financial instrument, such as stocks or bonds, that represent ownership or debt in a company.
Investors or individuals who hold securities are required to file certain documents with regulatory authorities.
You can fill out the required forms electronically or physically, following the instructions provided by the regulatory authorities.
The purpose of reporting your securities is to provide transparency and ensure compliance with regulations to protect investors and maintain market integrity.
You must report details about the type of securities, the amount held, the issuer of the securities, and any relevant transactions.
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