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TRANSFER REQUEST STEPS

1. Identify TOTAL number of shares to be transferred, including:

  • Certificate shares - BE SURE TO ATTACH (if certificates are missing contact Disney Shareholder Services at (818) 553-7200)

  • Disney Investment Plan shares - book entry form

  • Direct Registration shares - book entry form

2. Contact the financial institution or broker-dealer where you intend to obtain the Medallion signature guarantee. Ask the institution to tell you the specific documents you need to bring with you in order to obtain the Medallion.

3. If shares are being transferred from a deceased owner, contact the State Department of Taxation or Revenue to determine if you must provide an Inheritance Tax Waiver from state tax authorities before the assets in the decedent's estate can be transferred. This requirement is imposed by state law. Guarantors do not retain Tax Waivers which should be attached to Stock Powers.

4. Fill out all sections of the Stock Power but DO NOT SIGN.

5. Go to financial guarantor institution:

  • Bring the legal documents you were told were required
  • Have them reviewed
  • Sign the Stock Power in the presence of the official who will guarantee signatures by placing the Medallion stamp in space provided
  • If you are NOT the registered owner and are signing in an agent capacity, you MUST sign and print your capacity on the Stock Power in the presence of the financial institution for them to place the Medallion next to your signature
  • Guarantor Institutions are required to maintain all supporting legal documentation
6. Prepare transfer request package for mailing:
  • Include certificates, if any. Do not endorse or sign the certificates if Stock Power is being used. Insure certificates for 2% of the market value.
  • Provide completed Stock Power with signature Medallion guaranteed.
  • Provide Inheritance Tax Waiver (if required).
  • Provide IRS Form W-9 - Taxpayer ID No. and Certification - signed by new owner (if available).
  • Do not mail supporting legal documentation other than Tax Waiver, if required. Disney Shareholder Services will not review or return other documentation.
  • Mail the transfer request to Disney Shareholder Services
      • - Regular mail - 500 So Buena Vista, MC 9722, Burbank CA 91521-9722
      - Registered, certified, overnight or courier: 611 N. Brand Blvd, Ste 6100, Glendale CA 91203

LAST STEP QUESTIONS
  1. Is the signature on the Stock Power Medallion guaranteed?
  2. If you are not the registered owner and signed the Stock Power, did you state your capacity to act and have your signature Medallion guaranteed?
  3. If owner is deceased, did you include an Inheritance Tax Waiver if required by State law?
  4. If any certificates to transfer, did you include them in your package or claim them as missing?
  5. Did you remember that LEGAL DOCUMENTATION WHICH ACCOMPANIES A TRANSFER REQUEST TO DISNEY SHAREHOLDER SERVICES WILL NOT BE REVIEWED OR RETURNED?

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