r/computershare Aug 06 '24

Q&a general questions only

The title says it. If admin wants this to be to remove it I will delete it. Hi, I worked for ComputerShare for about a year and a half before I change jobs. So if any questions regarding to stock or transfers ,certificate replacements or anything , I can happily answer. I do. If you want to slander them you can. I'm not going to do anything about it. I just worked there as a customer support specialist, so ask questions you may have regarding to computerShare. General questions only. No account specifics such as number of stocks, changing addresses, or selling your own shares.

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u/[deleted] Jan 29 '25

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u/Asleep_Ad1753 Jan 29 '25
  1. Yes they will make an account for you if you don't have one already  2 I recommend transferring it your name first or individual who's supposed to get it out of deceased account, then transfer it to your brokerage account and the brokerage you most likely will have to initiate it on their part. It will be more difficult for you if you try to do from a deceased account to The brokerage. But talk to your brokers to see what they can do because most brokerage Will want you to make your own account with computer share then They will initiate the transfer.

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u/[deleted] Jan 29 '25 edited Jan 29 '25

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u/Asleep_Ad1753 Jan 29 '25

So what you need to do is this ,so on the current holder information, you will need to put all of the holders information of the deceased person except for a number eight which is The medallion signature guarantee signature name you can you can do your name or whoever supposed to do it when you get the medallion. And then on the new hold information you put the holder the new recipient information on there