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Our stock transfer ledger

  • Checkmark Is compliant throughout all states and the District of Columbia
  • Checkmark Keeps an accurate record of a corporation's stock transactions
  • Checkmark Helps avoid confusion by recording a stock's transfer

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How to create a stock transfer ledger in 3 steps

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Gather Information

As you complete your stock transfer ledger, you will need to provide certain relevant information. This includes the names and addresses of each shareholder, the name of the transferor, the amount paid for the shares, and the number and classes of shares owned by each shareholder. 

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Answer Key Questions

Use the information you collected to complete the stock transfer ledger. We make this easy by guiding you each step of the way and helping you to customize your document to match your specific needs. The questions and information we present to you dynamically change depending on your answers and the state selected.

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It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign. These downloads are available by navigating to the Documents section of your account dashboard.


Help Guide

Table of contents

A stock transfer ledger is a document in a corporation's record books that is used to keep an accurate record of all of the corporation's stock transactions. It includes the relevant details anytime corporate shares are issued, sold, or otherwise transferred. As it is important to maintain an accurate record of a corporation's shares and ownership at all times, a corporation's stock transfer ledger should be updated every time shares are issued, sold, surrendered, lost, or otherwise transferred to a new owner. Our stock transfer ledger will provide the easiest manner for keeping track of stock issued from your company as well as stock transfers between shareholders. This help guide provides additional details on key aspects of your document.

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