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  1. Use this form to transfer shares, change names, or add beneficiaries for Equiniti Trust accounts. Follow the instructions and signatures carefully to avoid invalidating the form.

  2. To execute a stock transfer, you must: Complete this package as instructed in the “Transfer of Ownership Requirements” section dependent on your transfer type. Send the completed package including all additional requirements to EQ: AST ATTN: Transfer Department 6201 15th Ave. Brooklyn, NY 11219.

  3. 5 kwi 2024 · Download and complete the forms to transfer ownership of shares held by EQ (formerly AST). Learn the requirements and waivers for different types of transfers, such as single, joint, trustee, or custodian.

  4. As an investor, you can have your securities held in book-entry form in your Direct Registration, Direct Purchase or Dividend Reinvestment account, moved electronically between EQ Shareowner Services, your corporation's transfer agent, and your broker/dealer.

  5. If your shares are in stock certificate form, you need to include the Original Stock Certificate with the request to transfer shares. If it cannot be located, you must first report it as lost before submitting the transfer request.

  6. We work closely with ShareGift, a charity that helps shareholders or their legal representatives move on small amounts of shares that would otherwise be uneconomic to sell or transfer. If you wish to donate the shares to charity, please complete the relevant Sharegift Transfer form.

  7. Easily enroll online (if available) in your company's plan, view your account, download Employee Plan materials, change your enrollment, make transactions and more. View your Employee Plan.

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