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Forms

These files are created in either Adobe Acrobat (.pdf), MS Word (.doc), or Rich Text Format (.rtf):

Affidavit of Domicile (.doc)

Estate Not Liable for Federal Estate Tax (.rtf)

Estate Tax Has Been Paid (.rtf)

Glossary of Financial Terms (.doc)

Inheritance Tax Waiver (.rtf)

Lost Certificate (.doc)

Rule144 Form (.pdf)

Seller's Rep Letter (Affiliates) (.doc)

Seller's Rep Letter (Non-Affiliates) (.doc)

Stock Power Form (.doc)

Substitute W-9 Form (.doc)

Transfer to Next of Kin With No Will (pdf)

Transfer under the Terms of a Will (pdf)

Uniform Gifts to Minors Act (.doc)

Waiver of Probate (.doc)