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Name Change

Transfer and Redemption Requirements

Transfer or redemption of a bond due to a change in name of the registered holder.

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: 1-5

Payment: 1-3, 5

Requirements:
  1. The original bond
  2. Endorsement on the bond by the registered holder, with Medallion Signature Guarantee - sign: Incorrect or Old Name AKA Correct or New Name
  3. A letter of instruction
  4. Transfer fee, if required
  5. W-9 for the registered holder's new or correct name

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