Irrevocable stock or bond power
This form should be used in place of an endorsement on a physical certificate.
When using a stock/bond power, the following transfer agent requirements must be met:
••A separate stock/bond power must be obtained for each different issue.
••A separate stock/bond power must be obtained for same issues with different names (for example, maiden name).
••Certificate numbers must be recorded on the form exactly as they appear on the physical certificate.
••If using one stock power for more than one certificate of the same issue, then the quantity field of the form must represent the
total number of shares being assigned by the stock/bond power.
••If mailing a stock/bond certificate and stock power to Merrill, please write Merrill in the “Appoint attorney” line of the certificate.
Thiswill give Merrill power of attorney to transfer the certificate into streetname.
Important: Do not cross out information on the stock/bond power; crossing out information voids the form.
Instructions
••Enter the Social Security or taxpayer ID number.
••If stock, enter the number of shares, class of stock, company name and the certificate number.
••If bonds, enter the number of bonds, bond name, principal amount and the bond number.
••Sign the document and return to the address listed below (Note: all account holders must sign the form).
Processing
Complete all necessary information, sign and mail to:
Merrill/Operations Processing & Support
MSC NJ2-140-02-11
P.O. Box 1501
Pennington, NJ 08534
For Overnight Mail/Express Mail/Certified Mail, mail to:
Merrill/Operations Processing & Support
MSC NJ2-140-02-11
1400 American Boulevard
Pennington, NJ 08534
We ask that Merrill Advisory Center clients please call 888.654.6837 with any questions about our services. Representatives are
available Monday through Friday, 8 a.m. to 10 p.m. Eastern.
If you are a MerrillEdge® Self-Directed client, we ask that you please call 877.653.4732. Representatives are available 24 hours a day,
seven days a week.
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