LegalCorner- Frequently Asked Questions

-List Your Site Here! -- Targeted Advertising For Just Pennies A Day!

-Tell A Friend

- Bookmark This Page

LegalCorner^TM - Probate and Avoiding Probate F.A.Q.'s

Find A Lawyer

Law Area:

State:

Search

--Back

Q.How do I transfer securities held in joint tenancy?

A.Take or mail the following documents to the transfer agent at the financial institution:

A certified copy of the death certificate of the deceased joint tenant, and

The original stock certificate (if the deceased joint tenant had one).

There may be tax consequences, so please consult with a local licensed attorney before attempting to transfer securities.

© Copyright 1999-2024 Melissa C. Marsh. All Rights Reserved. All Information on this website is subject to a Disclaimer and Use Agreement. This information is provided as general information only and should not be construed as legal advice. We advise you to seek the advice of competent legal counsel to address your own specific questions, facts and circumstances.