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.
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Useful forms for shareholders
**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.
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.
IRS forms and publications
Frequently downloaded IRS forms and publications, including:
- IRS Form W-9 (Request for Taxpayer Identification Number and Certification)
- Instructions for IRS Form W-9
- IRS Form W-8BEN (Certificate of Foreign Status of Beneficial Owner for the United States Tax Withholding)
- Instructions for IRS Form W-8BEN
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.