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CERTIFICATE DEPOSIT FORM |
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Provide Name as it Appears on Certificate(s)
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| Certificate Holders' Name: ____________________________________________________ | ||
| BUYandHOLD Account Number: ______________________________________ | ||
| Tax ID/Social Security Number:_____________________________________ | ||
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Please remember, you may only deposit certificates for those securities that are on the BUYandHOLD Companies List available at www.buyandhold.com/research/. |
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Security
Information
(If you have certificates from multiple companies, please use a separate form for each certificate.) |
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Name of company in which you hold shares: _______________________________ _______________________________ |
Certificate Numbers: _______________ _______________ |
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| Total number of shares to be deposited: | ___________________ | |
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depositing certificates to an IRA, please check one of the boxes below:
Account Transfer from existing contributory IRA from another financial institution Securities withdrawn from an IRA at another institution within the past 60 days Direct Rollover from Employer's Retirement Plan |
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Authorization
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| The undersigned does (do) hereby sell, assign and transfer to the above referenced shares and hereby irrevocably constitute and appoint Oppenheimer & Co. Inc. attorney to transfer the said stock on the books of said company, with full power of substitution in the premises. | ||
| Legal Shareholder Signature(s): (In the case of a rollover deposit, I irrevocably elect to treat this as such, as stated in the Rollover Section of the IRA Disclosure statement I agreed to in the establishment of this IRA Account. If joint account, all persons must sign; if custodial, registered custodian must sign.) | ||
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Print Name: __________________________________________ Print Name (Joint Applicant, If Applicable):________________________________ |
Signature: X______________________________________ Signature (Joint Applicant, If Applicable): |
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Signature(s) must correspond with the name(s) exactly as shown on your certificate. |
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| DATE:___________________ |
DAYTIME PHONE NUMBER:_____________________ |
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Medallion
Signature Guarantee Stamp*
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