1.
Fillable PDF form that can be TYPED and returned via email attachment.
Check to make sure the typed information is
visible
"AFTER" sending. By checking, it will avoid sending us a "blank" form with no
visible information.
This is the easiest method and NO scanning required.
CLICK HERE
2. Standard
PDF form that can be handwritten. If for whatever reason, the above form does
not work, please use this form. This PDF form will have to be "scanned" and sent
via email attachment. CLICK
HERE
If you plan to "SCAN", please scan in a PDF format only. Do NOT
scan as an image file because it may be rejected by the server due to it's very
large size. Furthermore, documents scanned as
images
(jpeg) are typically very poor quality, difficult to read and difficult to
print. Image files are usually unacceptable.
When completing the short
stock loan request form, please provide any additional information regarding
your publicly traded securities. Retirement accounts such as 401k or IRA are not
eligible for a Stock Loan. The ticker symbol and number of shares owned are very
important. Any information that you think will be useful, please let us know.
A PDF form can be viewed and
requires the use of Adobe PDF Reader software and available free at:
