SECURE TRANSFER SUBMISSION


UPLOAD DIGITAL DOCUMENTS HERE

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


SEND ORIGINALS TO OUR OFFICE

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
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