SECURE TRANSFER SUBMISSION
UPLOAD DIGITAL DOCUMENTS HERE
SEND ORIGINALS TO OUR OFFICE
The following documents can be sent digitally and need not be presented in original form:
- Legal opinions
- Representation letters
- Notices of conversion
- Address change forms
- Forms W-9 or W-8
- Supporting documentation for a legal item
ClearTrust, LLC
16540 Pointe Village Drive Suite 210
Lutz, Florida 33558
The following documents must be presented in original form:
- Stock certificates
- Stock powers
- Affidavits
- Any document containing a Notary Stamp or Medallion Guarantee
Tips:
- Indicate your batch reference number, if available
- Send via Fedex, UPS, or other secure means with tracking number