ClearTrust, LLC

Where transparency meets simplicity.
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Tips for Locating Your Lost Certificate
Check your safety deposit box
Contact your broker and ask if they have it in safe-keeping
Double check your files at home and work.
 
Log onto ClearConnect to see if your certificate has already been transferred, or if it is being held in book-entry form 
 
Contact the issuer to see if they are holding it for you 
 
Ask us for the tracking number from the package we used to send the certificate to you originally
 
Check your summer or vacation home, and your P.O. Box 
 
If an attorney, consultant, or other third party generally assists you with your investment affairs, ask if they know where the certificate is. 
Report & Replace Your Lost Certificate
 
If your stock certificate is lost, stolen, or permanently damaged, please report it immediately to us. We will place a STOP TRANSFER on your certificate, which prevents either a fraudulent or innocent claim on the security.
Process for Replacing Lost Certificates
Complete an Affidavit of Loss and send to us via mail, fax, or e-mail at(inbox@cleartrusttransfer.com)
Obtain a SuretyBond/Indemnity Bond
Submit your replacement package to us. (Choose the packge that best fits your lost certificate):

Please call us for processing fees. 

 
 
Safeguarding Your Certificate 
 
Whether you find your certificate or receive your replacement, please keep it in a safe place. May we recommend:
Safety Deposit Box
Home Fireproof Safe
Broker Safekeeping 
Book Entry Form (DRS)
 
 
 Found Certificate 
 
If you find your stock certificate, please let us know so that we may lift the stop transfer from the stock. Please complete and submit this form via email, fax, or mail.
 
IMPORTANT: If your certificate has already been replaced, you must return the old (found) certificate to us immediately for cancellation.
Surety Bonds

Obtaining a surety bond is essential to replacing your lost certificate.

The bond is an insurance policy that indemnifies the issuer, the transfer agent, and the shareholder  against any and all claims arising from the replacement of the lost or stolen certificate.

You are free to use any insurance company you would like to obtain a surety bond. Typically, bonds cost between 2-5% the current market value of the security. Feel free to contact us for assistance.

Our Response
  1. Stop Transfer: When you notify us that your certificate is lost or stolen, our first reaction is to protect you. We place a stop transfer on the certificate, and we will notify you immediately if the certificate is presented to us for transfer or cancellation.
  2. Double-Check: We will check your account with us to see if your stock is being held in book form, or if we can assist you in locating your certifcate based on information that we may have about it.
  3. SIC Report: In accordance with Rule 17F-1, we will file a report with the Securities Information Center that your certificate is lost within 24 hours.
  4. Replace: As soon as you submit your replacement package as listed above, we will replace your certificate and send it safely to you.
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