Letter Of Instruction PDF Details

When managing financial assets, particularly shares or stocks, it becomes essential to understand how to navigate various bureaucratic processes efficiently. The Letter of Instruction form serves as a critical tool for individuals needing to communicate instructions regarding their shares. Issued from a Shareowner Services location in Saint Paul, Minnesota, this form outlines specific steps for shareowners to follow, including updating account information, changing addresses, or altering account registrations due to name changes or transfers. It requires detailed information such as the account number or Social Security/Tax ID number, company name or issued stock, and name(s) and address as registered on the account. Significantly, the form also caters to instances where a party might be signing on behalf of the registered owner, outlining the necessity for additional documentation like court-certified documents or specific affidavits to support such actions. Furthermore, it specifies the types of entities—ranging from executors and guardians to corporations and non-profits—that might need to interact with the form, each with its verification process. The Letter of Instruction thus acts as a linchpin in ensuring that shareholder services are executed smoothly, guided by clear procedural steps and requisite legal documentation.

QuestionAnswer
Form NameLetter Of Instruction
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesletter of instruction, letter of instruction sample, letter of instruction to bank, sample letter of instruction to bank

Form Preview Example

Shareowner Services

PO Box 64874

Saint Paul MN 55164-0874

Letter of Instruction

1. Account number or Social Security/Tax ID number

2. Company name/ issue of stock

 

 

3.Name(s) and address as registered on the account

4.Alternate address (complete only if you want the request mailed to a different address than listed above)

Write in your request:

Signature of a registered owner:

If you are signing on behalf of a registered owner, include your title after your name and review the next page for required documents to be mailed with your request. Example: John Smith Executor, or Jane Doe Power of Attorney.

Mail your completed Letter of Instruction to:

If using a courier, mail to:

Shareowner Services

Shareowner Services

ATTN: Imaging Services

ATTN: Imaging Services

PO Box 64874

1110 Centre Pointe Curve Suite 101

Saint Paul MN 55164-0874

Mendota Heights MN 55120

Please note: If the names on the account need to be changed, a transfer is required. See “Changing the account registration” on the next page for more details.

Dom LOI Ver 3 SOnL 12/18

Instructions for individuals signing on behalf of a shareowner

If you are the:

You need to include:

 

 

 

A copy of the court certified document dated within 60 days (within six months if

 

issued in New York or within one year if issued in Connecticut).

Executor or administrator

 

 

If the estate is not being probated, include a small estate affidavit and a photocopy of

 

the death certificate.

 

 

 

If your name has changed, please sign the letter as your name appears on the

Your name has changed

account, and then sign again using your new name. For example: Jane Doe now

 

known as Jane Smith.

 

 

Minor who is now over

Sign the letter and include one of the following: a photocopy of your birth certificate,

the age of majority on a

driver's license, passport, or military ID.

Custodial account

 

 

 

 

A copy of POA document with the following statement written on the document: "The

Power of attorney (POA)

Power of Attorney is in full force and effect, is a true and correct copy of the original,

and the maker is still alive." The POA document must state the attorney in fact can act

 

 

on behalf of share or security transactions.

 

 

 

A photocopy of the court certified Letters of Guardianship/Conservatorship, dated

Guardian or conservator

within the past 60 days (within six months if issued in New York or within one year if

issued in Connecticut). The Letters must authorize the Guardian/Conservator to act on

 

 

behalf of the individual’s assets.

 

 

 

Include a Certificate of Fiduciary Authority. You may download this form at

Successor trustee

shareowneronline.com. Under Download Forms, select “Certificate of Fiduciary

 

Authority.”

 

 

 

Chief executive partners, general partners, or managing general partners may sign

Partnership

the letter listing their title, with no further documents needed. If the partnership has a

 

governing resolution, please follow the requirements for a corporation.

 

 

Sole proprietor

Sole Proprietors may sign the letter listing their title as Sole Proprietor or Sole Owner,

with no further documents needed.

 

 

 

Corporation

 

 

 

Investment club

 

School

Authorized individuals may sign with their title listed after their name. You will also

 

need to include a copy of the corporate resolution, or governing document listing the

Government agency

authorized individuals who may sign on behalf of the Company or Organization. The

 

Religious organization

resolution/document must be dated within the past 6 months. It must also contain a

 

corporate seal, or have a written statement on it advising there is no seal. The person

Non-profit

 

signing the resolution or document may not be the same person signing this letter.

Financial institution

 

acting as custodian or

 

trustee

 

 

 

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 shareowneronline.com. Under Download Forms, select “Stock Power and Transfer Instructions.”

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