WHAT DISNEY SHAREHOLDER SERVICES REQUIRES TO PROCESS A TRANSFER REQUEST
Disney Shareholder Services is a Paperless Legals Agent (PLA)
ALL Transfers
Signature of entity requesting transfer should be Medallion guaranteed. If signer of request is other than owner, signer MUST state capacity in which signing.
For decedent transfers, an Inheritance Tax Waiver, if it is required by the decedent's state of residence
Medallion Exceptions:
From a Joint Tenant Account when one tenant is deceased: Surviving tenant(s) should provide copy of death certificate and sign the stock power. No Medallion guarantee is required, unless the shares are being transferred to a new owner (including name change of survivor(s) or a new tenant is being added.
From a Custodial Account when minor comes of age: Provide copy of former minor's birth certificate OR passport. No Medallion guarantee is required unless the former minor is transferring shares into a married name or otherwise changing the registration such as adding a joint owner.
