Keystone Shares

Unclaimed Shares

Find your unclaimed property at the
California State Controller’s office website:

Transfer

Stock Transfer Requirements

Below are the directions for those shareholders who wish to transfer ownership of their Keystone shares.

If the shareholder is living:

  1. A letter with a notarized signature of the shareholder requesting the stock transfer that includes:
    • Name of Shareholder
    • Number of Shares
    • Certificate number
    • Name of person(s) or entities shares are to be transferred to
    • How the shares are distributed among the transferees
      (if there are more than 1)
    • New Shareholder address(s)
  2. Surrender the original stock certificate:
    • f the certificate is lost/destroyed, then the shareholder must provide a notarized affidavit declaring the certificate is lost and/or destroyed that includes the certificate number and the number of shares.

If the shareholder is deceased:

  1. A letter with a notarized signature of the executor of the deceased estate, requesting the stock transfer that includes:
    • Legal paperwork naming the executor for the deceased
    • Name of Shareholder
    • Number of Shares
    • Certificate number
    • Name of person(s) or entities to whom shares are to be transferred to
    • How the shares are distributed among the transferees
      (if there are more than 1)
    • New Shareholder address(s)
  2. A copy of the last will and testament/court decree that shows to whom shares are to be transferred and how many shares to each, if more than one transferee. (For large documents, please highlight the areas pertaining to the Keystone shares).
  3. A certified copy of the shareholders death certificate.
  4. Surrender the original stock certificate
    • If the certificate is lost/destroyed, then the shareholder must provide a notarized affidavit declaring the certificate is lost and/or destroyed that include the certificate number and the number of shares.