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Experience Makes the Difference - Founded on ethics and integrity. We firmly believe in doing what is right; this means putting our clients’ interests first - every time.

Shareholder Forms


Click the appropriate links to download Adobe Acrobat PDF formatted files that you can fill in the information on-screen and then print the form on your printer.

Note. These forms are provided in Adobe Acrobat PDF format, and you will need the free Adobe Reader to use the forms. Chances are good that your computer is already set up to read Adobe Acrobat PDF files, but if not, just click the "Get Adobe Reader" button, or click this link to get the free Adobe Reader. Simply download the Adobe Acrobat Reader, follow the installation instructions, and then download our forms. Or you can just download the forms now (follow instructions in your web browser dialog boxes), get Adobe Reader later, and use Adobe Reader to use the forms at your convenience. For other forms you may need, visit Forms Central.

Useful Forms for Shareholders

Substitute W-9 Certification of Taxpayer Identification Number
Stock Power
Instructions for Completing the Stock Power
Lost Security Surety Bond

Note: Please understand that downloading this form does not constitute notification to us. To report a lost stock certificate you must contact us.

Affidavit of Domicile
Waiver of Probate Bond
Agreement of Indemnity

Appointment Documents

Appointment Checklist
Agreement and Resolution of Board of Directors
List of Officers and Directors
Certificate of Secretary
Suggested Termination Letter
Escrow Agreement

Notes About These Forms. Most of these forms are configured so that you can fill in the information on-screen and then print the form on your printer. The Adobe Reader software does not permit you to save your completed forms to your disk. If you need to save completed forms, you can purchase the full version of the Adobe Acrobat software at a software retailer or direct from Adobe Systems.




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