The Shareholder Resource Vault
The Shareholder Toolkit: Expert-Verified Forms & Resources
01 Transferring Your Shares
Use these forms if you are transferring shares to a
brokerage account, updating ownership, or making changes to how your shares are
held.
Transfer Form & Requirements
The master checklist for all ownership changes.
Stock Power
The essential “Power of Attorney” for share transfers.
DWAC Form & Shareholder Checklist
For electronic deposits into a brokerage account.
DRS Form
For participation in the Direct Registration System.
DWAC Stock Power
Specifically for electronic DWAC transactions.
02 Removing Restrictive Legends
Professional guidance for founders and investors looking to make their shares tradable.
Restricted Stock Legend Removal
The core application for legend clearance.
Stock Power
Your formal request to initiate the process.
03 Lost or Stolen Certificates
Don’t panic. Follow these steps to secure and replace your physical certificates.
Lost Certificate Instructions
A step-by-step guide to the replacement process.
Travelers Bond (Signature Form)
The required indemnity bond for replacement.
04 Account Maintenance & Payments
Keep your records current and your fees handled securely.
Address Change Form
Ensure your dividends and notices reach you.
Shareholder Transfer Fee Request
Your formal request to initiate the process.
Credit Card Authorization
Secure, instant payment for processing fees.