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  1. This form is designed to assist you in drafting a letter to a stockbroker giving instructions to buy or sell a certain stock. Be sure to include any “enclosures” mentioned in the letter.

  2. instructions and forms at shareowneronline.com. Under Download Forms, select “Stock Power and Transfer Instructions.”

  3. Please send forms to: Charles Schwab & Co., Inc., Attention: Restricted Stock Service, 9825 Schwab Way, Lone Tree, Colorado 80124 or fax to: 1-877-724-9229. (“Authorization Letter”)

  4. SAMPLE OF A LETTER OF INSTRUCTION TO BROKER TO TRANSFER STOCK TO MONTEREY PUBLIC LIBRARY FRIENDS AND FOUNDATION. Date. Donor Name(s) Address Telephone Number. Name of Broker Financial Institution/Company Address. RE: Letter of Instruction to Transfer Securities. Dear __________:

  5. 28 Αυγ 2024 · General Letter of Instruction. Last revision 28/08/2024. Formats Word and PDF. Size 1 page. Download a basic template (FREE) Create a customized document. A Letter of Instruction is a letter that gives another party order or authority to carry out specific instructions.

  6. Stock Instruction Letter. Check out how easy it is to complete and eSign documents online using fillable templates and a powerful editor. Get everything done in minutes.

  7. Instructions for individuals signing on behalf of a shareowner. Changing the account registration. Your name or the names on the account have changed. To change the names on the account, a transfer must be completed. You can download instructions and forms at adr.com/BP. In Forms, select “Stock Power and Transfer Instructions.”

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