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Why Ameren?
Home»Shareholder Services»Stock Transfer Requirements

Depending on your circumstances, there are different requirements necessary to transfer your Ameren stock from one owner to another. For your particular situation you may wish to contact Ameren's Investor Services for guidance.

Several transfer examples are described below. Whenever a letter of instruction with a Medallion Guarantee is required, you may substitute a Stock Power with a Medallion Guarantee. A stock power is a form used to transfer stock and may be obtained from our link, a brokerage firm, or a bank.

When transferring stock certificates that you hold, the below requirements and your stock certificates should be mailed by insured registered mail. We recommend insuring your mail for 2% of the market value of the shares.

If the shares you wish to transfer are held in our dividend reinvestment plan (DRPlus), the above requirements may be mailed by first class mail.

Ameren Services is a Paperless Legals Agent (PLA).

As Transfer Agent, Ameren Services relies on the Medallion guaranteed signature of the shareholder or his/her agent(s) to transfer stock. When a signature is Medallion guaranteed on a transfer instruction, the financial institution as guarantor makes certain warranties upon which the transfer agent can rely.

  • The signature is genuine;
  • The signer is an appropriate person to endorse or originate the instruction;
  • If the signature is in the capacity as agent, the signatory has actual authority to act on behalf of the appropriate person; and
  • The signer has legal capacity to sign.

Supporting legal documentation (death certificates, Trusts, Powers of Attorney, Letters Testamentary/Administration, etc.) must be presented to and maintained by the guarantor institution. Legal documentation which accompanies a transfer request to Ameren will not be reviewed or returned.

Eligible guarantor institutions include banks, savings and loans, broker-dealers or credit unions that are currently members of an approved Signature Medallion Program.

Transfer Examples

My shares are registered as Joint Tenants with right of survivorship (Jt Ten) and one owner is deceased. What is necessary to transfer the shares?
Our shares are registered in Joint Tenants with right of survivorship (Jt Ten) or as Tenants in Common (Ten Com), and we want to transfer the shares to another registration. What is required?
How do I transfer the shares out of a custodian account for a minor?
I wish to transfer my shares to a living trust. What is necessary to register the shares in the name of the trust?
I wish to transfer my shares to a transfer on death registration (TOD). What do you require to accomplish this?

My shares are registered as Joint Tenants with right of survivorship (Jt Ten) and one owner is deceased. What is necessary to transfer the shares?

To transfer the shares, please send a certified death certificate, the stock certificate and a letter of instruction describing the transfer.

Sign the letter of instruction and have your signature Medallion Guaranteed. All surviving Joint Tenants must sign.

If the shares are being transferred to the remaining Joint Tenant(s) with no additional changes, no Medallion Guaranteed signature is required.

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Our shares are registered in Joint Tenants with right of survivorship (Jt Ten) or as Tenants in Common (Ten Com), and we want to transfer the shares to another registration. What is required?

To transfer the shares, please send the stock certificate and a letter of instruction describing the transfer. All owners must sign the letter of instruction and have their signatures Medallion Guaranteed.

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How do I transfer the shares out of a custodian account for a minor?

To transfer the shares from a custodian account, send the stock certificate and a letter of instruction with the signature Medallion Guaranteed.

If the minor is NOT of legal age, the letter of instruction should be signed by the custodian.

If the minor is now of legal age, the letter of instruction should be signed by the former minor. In addition, we request a certified birth certificate for proof of age.

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I wish to transfer my shares to a living trust. What is necessary to register the shares in the name of the trust?

To transfer the shares to a living trust, please send the stock certificate and a letter of instruction describing the transfer. All owners must sign the letter of instruction and have their signatures Medallion Guaranteed. In addition, a copy of the first page and the signature page of the living trust must be furnished.

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I wish to transfer my shares to a transfer on death registration (TOD). What do you require to accomplish this?

To transfer the shares to a transfer on death registration (TOD), please send the stock certificate and a letter of instruction describing the transfer. All owners must sign the letter of instruction and have their signatures Medallion Guaranteed. Only one beneficiary is allowed per TOD account.

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