v11.20.12
Fill out the form below and click the Generate Document button at the bottom of the form. Click the Restart button to start over.
1. The date of the letter.
2. The name of the stock broker or account manager to whom you are addressing the letter.
3. The name of the company where the above broker or account manager is employed.
4. The address of the current trustee of your Family Trust.
5. The name of the current trustee(s) of your Family Trust.
6. The name of your Family Trust.
7. The Social Security number of the trustor(s), or Tax ID number of your Family Trust.
8. The number of shares of stock you are transferring to your Family Trust.
9. The company whose stock you are transferring to your Family Trust.
10. The certificate numbers of the stock certificates being transferred.
11. The number of bonds you are transferring to your Family Trust.
12. The name of the issuer of the bonds you are transferring.
13. The total dollar amount of the bonds you are transferring.
14. The bond numbers of the bonds you are transferring to your Family Trust.
15. The name of the person to whom you are granting power of attorney to transfer the stocks or bonds.
16. The husband's name, if he is an owner of the stocks or bonds being transferred to the Family Trust.
17. The wife's name, if she is an owner of the stocks or bonds being transferred to the Family Trust.
