Printable forms

Direct stock purchase plan

		Transfer of Ownership form (10KB)
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Also known as the "Stock Power" form, and is used for:

the transfer of shares in certificate form to a new stockholder;
the re-registration of shares due to marriage or any other legal name change;
the transfer of shares held in joint tenancy to the survivor in the event of the death of one of the joint tenants.

		Broker Authorization form (13KB)
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Authorizes the transfer agent (Computershare in the case of IBM) to maintain your Broker/Dealer account on your behalf.

		Affidavit of Residence form (7KB)
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This form, when notarized by a Notary Public, is used to transfer the stock of deceased stockholders.

		IRS W9 form (Request for Taxpayer Identification Number and Certification) (77KB)
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This form is used to change or certify your social security or taxpayer identification number.

		IRS W8 form (Certificate of Foreign Status) (30KB)
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This form is used by foreign (non-U.S. citizens or non-U.S. residents) holders of U.S. stock to claim an exemption from U.S. information return reporting and/or backup withholding rules.