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Posted On: 03/06/2020 6:42:03 PM
Post# of 154695
Custodians Accepting CYDY Certificates Update for anyone exercising.
Schwab - No - likely permanent until up-listing
TD - NO - temporary
Fidelity - Yes
per fidelity "certificates can be deposited into an account in the name of the trust matching the trust payee on the certificates. We will need the trustees to endorse the back of the certificates or provide an original Irrevocable Stock Bond Power form with a wet signature. We will also need the full trust agreement as well."
The mailing address for the deposit will be:
NFS
ATTN BANKING SVS
100 CROSBY PKY MAILZONE KC1N
COVINGTION, KY 41015
Thank you,
Schwab - No - likely permanent until up-listing
TD - NO - temporary
Fidelity - Yes
per fidelity "certificates can be deposited into an account in the name of the trust matching the trust payee on the certificates. We will need the trustees to endorse the back of the certificates or provide an original Irrevocable Stock Bond Power form with a wet signature. We will also need the full trust agreement as well."
The mailing address for the deposit will be:
NFS
ATTN BANKING SVS
100 CROSBY PKY MAILZONE KC1N
COVINGTION, KY 41015
Thank you,
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