Get the free SHAREOWNER Change of Dealer Form - Davis Funds

SHAREHOLDER Change of Dealer Form Regular mail: Davis Funds, PO Box 219197, Kansas City, MO 641219197 For overnight mail: Davis Funds, 430 W 7th Street, Suite 219197, Kansas City, MO 641051407 Phone:

How to fill out shareowner change of dealer

How to fill out shareowner change of dealer

1. To fill out a shareowner change of dealer form, follow these steps:
2. Start by obtaining the shareowner change of dealer form from your current dealer or the company that manages your shares.
3. Read the instructions provided with the form carefully to understand the requirements and any supporting documents needed.
4. Fill in your personal details such as your name, address, contact information, and account number.
5. Provide the details of the new dealer or broker you wish to transfer your shares to. This may include their name, address, and contact information.
6. Indicate the type of shares you wish to transfer and the quantity.
7. If required, attach any supporting documents such as a copy of your identification or proof of ownership.
8. Review the completed form to ensure all information is accurate and complete.
9. Sign the form and date it.
10. Submit the completed form to your current dealer or the company managing your shares as per their instructions.
11. Keep a copy of the filled-out form for your records.
12. It is important to follow the specific instructions provided with the form and contact your current dealer or the company managing your shares if you have any questions or need assistance with the process.

Who needs shareowner change of dealer?

1. Shareowner change of dealer is needed by individuals who want to transfer their shares from one dealer or broker to another.
2. This could be due to various reasons such as dissatisfaction with the current dealer's services, better investment opportunities with a different dealer, or simply a preference to consolidate all investments under a single dealer.
3. Investors who hold shares in multiple dealers may also opt for a shareowner change to simplify their portfolio management.
4. It is advisable to consult with a financial advisor or the company managing your shares to determine if a shareowner change of dealer is the right choice for your specific situation.

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What is shareowner change of dealer?

A shareowner change of dealer is a notification process that occurs when a shareholder changes their brokerage or dealer through which they manage their stock ownership.

Who is required to file shareowner change of dealer?

Both the shareowner (the individual or entity holding shares) and the dealer (the brokerage firm) involved in the change are typically required to file the shareowner change of dealer.

How to fill out shareowner change of dealer?

To fill out a shareowner change of dealer, the shareowner needs to provide their personal information, details about the shares being transferred, and the new dealer’s information on the designated form provided by the relevant authority.

What is the purpose of shareowner change of dealer?

The purpose of a shareowner change of dealer is to ensure accurate record-keeping of stock ownership and to facilitate the transfer of shares from one dealer to another.

What information must be reported on shareowner change of dealer?

Information that must be reported includes the shareowner's name, the number of shares being transferred, the current dealer’s details, and the new dealer’s information.