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Corporation or Association

Transfer and Redemption Requirements

Transfer or redemption of a bond registered in the name of a Corporation.

In the upper box, locate the transaction you would like performed. Use the numbers following the transaction to refer to the numbered requirements that appear in the lower box. These are U.S. Bank Global Corporate Trust Services requirements to transfer or redeem your bond.

Requirements to perform:

Transfer: 1-6

Payment: 1, 4
Payment to someone other than the registered holder: 1-4, 6

Requirements:
  1. The original bond
  2. Endorsement by an officer listed on the Corporate
  3. Resolution, with Medallion Signature Guarantee
  4. A Corporate Resolution dated within the past 180 days signed by another officer with Medallion Signature Guarantee. A Corporate Seal is required on the resolution
  5. A letter of instruction
  6. Transfer fee, if required
  7. W-9 for the new registered holder or payee

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