SERVICES
 
 


Affidavit of Domicile
Affidavit of Lost Certificate
Best Efforts Escrow Agreement
Estate Not Liable for Federal Income Tax
Federal Estate Tax has been Paid
Form W-8BEN
(Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding)

Form W-8BEN Instructions
Form W-9
(Request for Taxpayer Identification Number and Certification)

Form W-9 Instructions
Form 1040NR
(US Non-Resident Alien Income Tax Return)

Indemnity for Lost Certificates
Inheritance Tax Waiver
Stock Power
Stock Power Instructions
Substitute W-9 Form
Third Party Release
Transfer of Security to Next of Kin (No Will)
Transfer of Security Under Terms of Will
Uniform Gifts/Transfers to Minors
Waiver of Probate

 
     


As you may have noticed, you can find links to important and helpful forms in pertinent places on our web site. But to make things even easier for you, we’ve also created this section where you can find all our forms in one convenient location.

Note. These forms are provided in Adobe Acrobat PDF format, and you will need the free Adobe Acrobat Reader to use the forms. Chances are good that your computer is already set up to read Adobe Acrobat PDF files, but if not, just click the "Get Acrobat Reader" button to get the free Adobe Acrobat Reader. Simply download the Adobe Acrobat Reader, follow the installation instructions, and then download our forms. Or you can just download the forms now (follow instructions in your web browser dialog boxes), get Adobe Acrobat Reader later, and use Acrobat Reader to use the forms at your convenience.


Notes About These Forms. Most of these forms are configured so that you can fill in the information on-screen and then print the form on your printer. The Acrobat Reader software does not permit you to save your completed forms to your disk. If you need to save completed forms, you can purchase the full version of the Adobe Acrobat product suite at a software retailer or direct from Adobe Systems. Here are a few instructions to help you in filling out the forms:

• Download the form. Your web browser may be configured with an Acrobat plug-in to automatically open the file within your browser's window upon download. Or, to download the file directly to disk, right-click on the link and choose "Save Target/Link As..." when presented with a menu. (Macintosh users, control-click on the link and choose "Download Link to Disk" when presented with a menu).
• Use Acrobat Reader to open the file if necessary.
• Select the Hand Tool from the Acrobat toolbar menu. You can use the Hand Tool to move the page around so that you can view all the areas of the form.
• Position the Hand pointer inside a form field and click. The I-beam pointer allows you to type text. The arrow pointer allows you to select a field, a check box, a radio button, or an item from a list.
• Press Tab to accept the field change and go to the next field.
• Press Shift + Tab to accept the field change and go to the previous field.
• Use your mouse to select an area of the form that is not inside a form field before printing your form. If a form field is active (contains the blinking bar) the contents will not print.
• If the fill-in form is displayed within your web browser's window be sure to use the printer button on the Acrobat toolbar menu to print the form instead of your web browser's print function.