Letter Of Instruction – Fill Out and Use This PDF

1. Account number or Social Security/Tax ID number

2. Company name/ issue of stock

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

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