To change your name, you will need to transfer the shares into a new account held by you with your new or corrected name. To transfer the shares, please follow the instructions below:
- The original certificate(s) must be submitted with the Legal Transfer if you hold shares in stock certificate form. Access your account online via the Login button at the top of the page or by visiting investor.broadridge.com. Once on the Account Summary page, select Transfer Shares from the menu options and follow the instructions in the Transfer Shares Wizard.
- If you cannot locate the original certificate(s), please follow the instructions under the “Lost Certificates” FAQ.
- A Medallion Signature Guarantee (MSG) may be required depending on the nature of the transfer or the value of the shares being transferred. You should be able to obtain a Medallion Signature Guarantee through your bank, broker, or another financial institution. There may be a fee to get an MSG. Contact your financial institution to determine if they offer this service, or visit msglookup.com to locate a financial institution in your area that provides the service. Alternatively, you may obtain an MSG through eSignature Guarantee, an online platform that offers signature guarantees, by visiting their website www.esignatureguarantee.com. Use promo code BROADRIDGE for a 5% discount and free shipping of the stamped forms.
- If required, please mail your completed Legal Transfer Form and any other required documents to the address provided on the form. Please note that the Legal Transfer Form must be mailed; we cannot accept transfer requests via email or fax.