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Address Change Requirements

Bondholder Information

Partnership
Change address for a bond held by a partnership.


    Requirements:
  1. Completed address change form or letter of instruction which includes the Bond Issue Description(s), CUSIP Number(s), and Certificate Number(s).
  2. Full and exact registration(s) of the bond(s).
  3. Exact Tax Identification Number(s) of Registration (SSN 123-45-6789 or EIN 12-3456789) format.
  4. Notarized signature of at least two (2) partners accompanied by their printed names and phone numbers. Please note: Each signature must be notarized.
  5. An original or certified copy of the Partnership Agreement.

Corporation
Change address for a bond registered in the name of a corporation of business.


    Requirements:
  1. Completed address change form or letter of instruction which includes the Bond Issue Description(s), CUSIP Number(s), and Certificate Number(s).
  2. Full and exact registration(s) of the bond(s).
  3. Exact Tax Identification Number(s) of Registration (SSN 123-45-6789 or EIN 12-3456789) format.
  4. Letter on company letterhead with the notarized signature of two (2) officers indicating their names, titles and phone numbers. Please note: Each signature must be notarized. OR Letter on company letterhead with the notarized signature of one (1) company officer and an original Corporate Resolution (with a corporate seal).


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