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| The instructions below do not cover all possibilities or transfers for deceased non-U.S. shareholders. Contact Shareholder Services via email at shareholders.im@pg.com or call 1-800-742-6253 (in U.S. and Canada) or 1-513-983-3034, Monday – Friday, 9 a.m. – 4 p.m. EST.
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To transfer shares from an Individual account when the owner is deceased:
- Complete the Stock Transfer Form – available under “Forms” on our website.
- The original signature of the executor/administrator of the estate (agent) guaranteed by a financial institution that participates in the Medallion Signature Guarantee Program and the capacity of the person(s) signing must be indicated/marked in the appropriate box on the Stock Transfer Form.
- An inheritance tax waiver stamp provided by the financial institution providing the Medallion Signature Guarantee or an inheritance tax waiver form must be included with the Stock Transfer Form. (Please contact the state department of taxation or revenue to determine if you need to provide an inheritance tax waiver from state tax authorities before the assets in the deceased’s estate can be transferred.) This requirement is imposed by state law. Guarantors do not retain tax waivers which should be attached to the Stock Transfer Form.
- The stock certificate(s) (if applicable)*
- Mail all of the above to:
Procter & Gamble
Shareholder Services
P.O. Box 5572
Cincinnati, OH 45201-5572
*When mailing stock certificates, we suggest mailing them unendorsed, via registered mail, with return receipt requested, and insured for 2% of the current value of the stock certificate(s).
To transfer shares from a Transfer On Death (TOD) account when the owner is deceased:
- Complete the Stock Transfer Form – available under “Forms” on our website.
- The original signature of the TOD beneficiary guaranteed by a financial institution that participates in the Medallion Signature Guarantee Program and the capacity of the person(s) signing must be indicated/marked in the appropriate box.
- An inheritance tax waiver stamp provided by the financial institution providing the Medallion Signature Guarantee or an inheritance tax waiver form must be included with the Stock Transfer Form. (Please contact the state department of taxation or revenue to determine if you need to provide an inheritance tax waiver from state tax authorities before the assets in the deceased’s estate can be transferred.) This requirement is imposed by state law. Guarantors do not retain tax waivers which should be attached to the Stock Transfer Form.
- The stock certificate(s) (if applicable)*
- Mail all of the above to:
Procter & Gamble
Shareholder Services
P.O. Box 5572
Cincinnati, OH 45201-5572
*When mailing stock certificates, we suggest mailing them unendorsed, via registered mail, with return receipt requested, and insured for 2% of the current value of the stock certificate(s).
To transfer shares from a Joint account (Joint Tenants or Joint Tenants With Rights of Survivorship) when one owner is deceased:
- Complete the Stock Transfer Form – available under “Forms” on our website.
- The form must have the original signature of the surviving owner(s), exactly as the name(s) appear on the account, guaranteed by a financial institution that participates in the Medallion Signature Guarantee Program and the capacity of the person(s) signing must be indicated/marked in the appropriate box.
- An inheritance tax waiver stamp provided by the financial institution providing the Medallion Signature Guarantee or an inheritance tax waiver form must be included with the Stock Transfer Form. (Please contact the state department of taxation or revenue to determine if you need to provide an inheritance tax waiver from state tax authorities before the assets in the deceased’s estate can be transferred.) This requirement is imposed by state law. Guarantors do not retain tax waivers which should be attached to the Stock Transfer Form.
- The stock certificate(s) (if applicable)*
- Mail all of the above to:
Procter & Gamble
Shareholder Services
P.O. Box 5572
Cincinnati, OH 45201-5572
*When mailing stock certificates, we suggest mailing them unendorsed, via registered mail, with return receipt requested, and insured for 2% of the current value of the stock certificate(s).
To transfer shares from a Tenants In Common account when one owner is deceased:
- Complete the Stock Transfer Form – available under “Forms” on our website.
- The form must have the original signature of the surviving tenant(s), exactly as the name(s) appear on the account and the original signature of the legal representative(s) of the decedent, guaranteed by a financial institution that participates in the Medallion Signature Guarantee Program and the capacity of each person signing must be indicated/marked in the appropriate box.
- An inheritance tax waiver stamp provided by the financial institution providing the Medallion Signature Guarantee or an inheritance tax waiver form must be included with the Stock Transfer Form. (Please contact the state department of taxation or revenue to determine if you need to provide an inheritance tax waiver from state tax authorities before the assets in the deceased’s estate can be transferred.) This requirement is imposed by state law. Guarantors do not retain tax waivers which should be attached to the Stock Transfer Form.
- The stock certificate(s) (if applicable)*
- Mail all of the above to:
Procter & Gamble
Shareholder Services
P. O. Box 5572
Cincinnati OH 45201-5572
*When mailing stock certificates, we suggest mailing them unendorsed, via registered mail, with return receipt requested, and insured for 2% of the current value of the stock certificate(s).
To transfer shares from a Trust account when the trustee is deceased:
- Complete the Stock Transfer Form – available under “Forms” on our website.
- The form must have the original signature of the remaining or successor trustee(s) guaranteed by a financial institution that participates in the Medallion Signature Guarantee Program and the capacity of the person(s) signing must be indicated/marked in the appropriate box.
- The stock certificate(s) (if applicable)*
- Original tax waver or consent to transfer (if required by the state in which the decedent was domiciled) for the number of shares. If no tax waiver is required, provide either a tax waiver stamp from the guarantor certifying this, or a notarized Affidavit of Domicile.
- Mail all of the above to:
Procter & Gamble
Shareholder Services
P.O. Box 5572
Cincinnati, OH 45201-5572
*When mailing stock certificates, we suggest mailing them unendorsed, via registered mail, with return receipt requested, and insured for 2% of the current value of the stock certificate(s).
Stock Transfer Form (PDF)
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