| 1) |
If you do not currently have an account, you must open an account with BUYandHOLD. |
| 2) |
If you have an existing account, select which BUYandHOLD account you want to transfer stock into (must be identical account type, so be sure to note your account number). |
| 3) |
Please confirm that your security is one offered by BUYandHOLD. |
| 4) |
Contact
the delivering broker to initiate the transfer. Request
to have the shares sent to BUYandHOLD electronically,
and follow their instructions. The delivering broker
will need the following DTC instructions:
Deliver Securities to:
DTC Participant # 0571
BUYandHOLD Account #
E010000008
For further credit to (your BUYandHOLD account number) |
| 5) |
If a broker is not DTC eligible, the certificates must be sent to you. You must then complete a Certificate Deposit Form and mail it along with the certificates to the address noted below: |
BUYandHOLD, c/o
Freedom Investments, Inc.
375 Raritan Center Parkway,
Suite D
Edison, NJ 08837
If you have any questions, please call us at 1-800-646-8212 or e-mail us at service@buyandhold.com.
To transfer your account to another broker-dealer, you must obtain and complete their transfer form, and then return it to them. The receiving broker will subsequently provide us with your instructions for transfer. |
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| 1) |
If you do not currently have an account, open an account with BUYandHOLD. |
| 2) |
If you have an existing account, select which BUYandHOLD Account you want to deposit stock into (must be identical account type, so be sure to note your account number). |
| 3) |
Check to be sure we offer the securities you wish to deposit. |
| 4) |
Complete, sign and return the Certificate Deposit Form with your stock certificates. |
| 5) |
Mail stock certificate(s) and Certificate Deposit Form to: |
BUYandHOLD, c/o
Freedom Investments, Inc.
375 Raritan Center Parkway,
Suite D
Edison, NJ 08837
If you have any questions, please call us at 1-800-646-8212 or e-mail us at service@buyandhold.com
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| 1) |
If you do not currently have an account, open an account with BUYandHOLD. |
| 2) |
Check to make sure we offer the securities you wish to transfer. |
| 3) |
Read and follow the instructions listed on your DRIP statement or in the plan prospectus to terminate your DRIP account. Please request physical stock certificates for whole shares and a check for fractional shares. Your plan administrator may impose a fee to terminate your account. |
| 4) |
When you receive your stock certificate(s), complete, sign and mail the Certificate Deposit Form with your stock certificate(s) to: |
| |
BUYandHOLD, c/o
Freedom Investments, Inc.
375 Raritan Center Parkway,
Suite D
Edison, NJ 08837 |
DRIP TRANSFERS PLEASE NOTE:
- Make sure that all registered holders (as currently listed on the certificate) sign the Certificate Deposit Form.
- If the registration on your BUYandHOLD account is different than what is listed on the stock certificate, you must have your signature(s) guaranteed by a participant in an approved Medallion Signature Guarantee Program. Most major banks and brokerage firms are members of this program.
- Sending your completed documents certified or registered mail is not required although it is recommended.
If you have any questions, please call us at 1-800-646-8212 or e-mail us at service@buyandhold.com
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