You don’t know what you don’t know. That’s where we come in.

Our goal is to let you know what you need — and to provide you with it, exactly when you need it. You will find the following forms and references helpful. If you have any questions about what you see here or if you do not see what you need, do not hesitate to call us at 212.509.4000 or contact us.

You will need the latest version of Adobe Acrobat ReaderTM in order to view these forms. If you do not have it, you can download the software from the Adobe website by clicking on the link below.

Official Adobe Website

 

 

Useful forms for shareholders

Stock Power

Stock Power Instructions

Affidavit of Domicile

Direct Deposit Authorization **

**Direct Deposit is only offered by issuers that are members of the ACH Network. Please check the list below to make sure the company participates before completing this form.

Participating ACH Companies

 

Lost Securities Replacement Forms

The form of Affidavit required depends on the market value of the securities being replaced. There are two forms of Affidavits (Short Form and Long Form). Please access the Instructions below to download the correct form and for definitive information including whether you will be required to purchase a surety bond.

Lost Securities Replacement Instructions

 

IRS forms and publications

Frequently downloaded IRS forms and publications, including:

 

 

Other common securities-related IRS forms and instructions

 

Continental Stock Transfer & Trust expertise

To support your needs as completely as we can, we have brought together information about our services and have authored educational guides to lead you through some of the more complex processes. If you have any questions or need additional information, please call us at 212.509.4000 or contact us.

Annual Meeting Guide

Initial Public Offering (IPO): The Essentials of Going Public (includes “10 Tips for Choosing the Best Agent”)

EDGAR/XBRL Filing fact sheet

Stock Plan Administration Fact Sheet