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1. Delivery Instructions: Used when specific delivery methods or requirements need to be specified for physical certificates or assets

2. Payment Details: Required when the transfer involves payment or settlement instructions

3. Tax Considerations: Include when there are specific tax implications or requirements related to the transfer

4. Regulatory Declarations: Required when transfers need to comply with specific regulatory requirements

5. Special Conditions: Used when there are specific conditions that must be met before the transfer can be executed

6. Emergency Contact Information: Include when additional contacts need to be available for urgent matters related to the transfer

1. Schedule A - Asset Details: Detailed description of the assets being transferred, including certificate numbers, CUSIP numbers, or other identifying information

2. Schedule B - Supporting Documentation: List of required supporting documents such as board resolutions, powers of attorney, or other authorization documents

3. Schedule C - Transfer Requirements Checklist: Checklist of all requirements that need to be met for the transfer to be processed

4. Schedule D - Specimen Signatures: When required, provides specimen signatures of authorized signatories