Posted August 25th, 2017, 03:21 AM
I just sent off a fax yesterday, not using the form, but requesting the shareholder's credit on 3 bookings, b2b2b. I always include:
Separate page - brokerage statement or other proof of share ownership
All of the above items are requested on the form itself, and as long as you give them that info, they should easily be able to process your request.
The credits were posted in less than half an hour yesterday. The form is not necessary, but complete info is really helpful.
I do the same. I include all info on my fax transmittal and have the proof on second page. 2 page fax. Super easy!!
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