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I am handling the estate of a deceased relative. How do I transfer ownership of the securities from the name of the deceased to the person inheriting the securities?

April 26, 2017deceased Estate handling inheriting ownership person relative securities transfer

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I am handling the estate of a deceased relative. How do I transfer ownership of the securities from the name of the deceased to the person inheriting the securities?

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If you currently do business with a brokerage firm, ask if they will handle the transfer for you. Otherwise, call the company’s shareholder relations department for the name and telephone number of the company’s transfer agent. The transfer agent can provide specific information about the documents required for legal transfer.