1.Provide us with issuance instructions, including the name(s), address(es), and tax identification number(s) of the new holder(s).
2.If the name of more than one new holder will appear on the certificate, indicate the type of tenancy (joint tenancy, tenants in common, etc.). If the new registration is a trust registration, provide the date of the trust, the trustees of the trust and the name of the trust. If the stock is for a minor, it should be made in a custodial registration. Please provide the name of the custodian, the name of the minor and the state under whose laws the gift of stock is being made.
3.Endorse the certificates on the back and have the signature(s), "medallion signature guaranteed," by an eligible guarantor institution such as a commercial bank, trust company, security broker or dealer, participating in a medallion program approved by the Securities Transfer Association, Inc. No other form of signature verification can be accepted.
4.If you are currently participating in the Dividend Reinvestment Plan and you also wish to transfer your plan shares, you will need a stock/bond power form.
5.It is recommended that you mail your letter of instruction and certificates via Registered Mail (insured), return receipt requested, to P.O. Box 410064, Kansas City, MO 64141-0064. The cost to replace stock lost in the mail is two percent of the market value.
If a certificate is lost, stolen, or destroyed, notify UMB Bank Shareholder Relations at 800-884-4225 immediately so that a "stop transfer" instruction can be placed on our records to prevent transfer of ownership to another person. UMB Bank will send you the forms to permit the issuance of a replacement certificate. In order to replace your certificates, you must obtain an indemnity bond at your expense to protect all parties against the possibility that the lost certificates might return to circulation. The cost is two percent of the market value.
UMB Financial Corporation offers its registered shareholders the option to have all or a portion of their cash dividends automatically reinvested in the company's common stock. Shareholders may also choose to invest optional cash payments of up to $3,000 per calendar quarter.
For more detailed information, please visit our Stock Purchase Plan page.
The information that is on or available through the Investor Relations section of this site is for informational purposes only and speaks only as of the particular date or dates of that information. We do not guarantee the accuracy or completeness of information on or available through the Investor Relations section of this site, and we are not responsible for inaccuracies or omissions in that information or for actions taken in reliance on that information. UMB Financial Corporation does not undertake an obligation, and disclaims any duty, to update any of the information on or available through this site.