SNFC > Investor Relations > Investor FAQs

Investor FAQs

  • Frequently Asked Questions

    Please click a question on the left to begin.

  • How do I change my mailing address?

    To change your mailing address, please provide your current address by e-mailing contact@securitynational.com. Please include your account number, if known, social security number, and all names on the account with your current address.

    It is important to notify us of address changes to avoid delays in receiving any mailings the Company may do.

  • How may I obtain information regarding my account?

    If your certificates were issued 1987 or later, it is necessary for you to contact our transfer agent, Zions First National Bank (information below).

    If your certificates were issued previous to 1987, it is necessary for you to make your request in writing to us or send an e-mail to contact@securitynational.com.

    Please include your account number, if known, social security number, and all names on the account in your correspondence with your specific questions.

     

  • How do I replace a lost or stolen certificate(s)?

    If your certificates were issued 1987 or later, please notify our transfer agent, Zions First National Bank (information below).

    If your certificates were issued previous to 1987, please click here for a Statement of Loss and Indemnity Agreement form that needs to be completed, signed, and notarized. Then forward the original notarized form to us. If you do not know which certificate is missing, please notify us in writing.

    Please include your account number, if known, social security number, all names listed on the account and a list of all original certificates you have in your possession in your correspondence.

     

  • How can I sell my shares?

    We are listed on the Nasdaq Stock Exchange, therefore, any stock broker should be able to assist you in selling your shares.

    If your certificates were issued 1987 or later, contact a broker of your choice and provide them with your original stock certificates. Please contact our transfer agent to be certain that you have all stock certificates, issued to you, in your possession before taking them to a stock broker. Any lost or misplaced certificates not in your possession will remain in your account until replaced and and sold. Please use our Statement of Loss and Indemnity form.

    If your certificates were issued previous to 1987, it is recommended that you bring your account current before contacting a broker. In order to bring your account current, please submit all original certificates to us and we will forward a new certificate to you. When you receive the new certificate, then you may contact a broker of your choice and provide them with your original stock certificate.

     

  • How do I obtain the original price paid for my shares for tax reporting?

    We recommend you contact a tax adviser. We do not maintain historical prices. Therefore, we are unable to advise you of the original purchase price of your stock.

  • How do I remove the name of a deceased Joint Tenant from the certificates?

    If your certificates were issued 1987 or later, it is necessary for you to notify our transfer agent, Zions First National Bank (information below) of their passing. They will provide you with the requirements to remove the decedents name.

    If your certificates were issued previous to 1987, it is necessary for you to notify us in writing or send an e-mail to contact@securitynational.com. We will then provide you with the requirements to remove the decedents name.

     

  • How do I change my name on the certificates if my legal name has changed?

    If your name has changed legally (such as through marriage), you must complete a Stock Power, provide us with a copy of the legal document which states the new legal name (such as marriage license), and forward all original certificates. A Stock Power is on the reverse side of the certificates, or you may click here to download a Stock Power form.

    If your certificates were issued 1987 or later, it is necessary for you to forward the documents to our transfer agent, Zions First National Bank (information below).

    If your certificates were issued previous to 1987, it is necessary for you to forward the documents to us.

     

  • How do I transfer the stock to another person?

    To transfer the stock to a new owner, you must complete and have signature guaranteed a Stock Power and provide us with all original certificates. A Stock Power is on the reverse side of the certificates, or you may click here to download a Stock Power form.

    If your certificates were issued 1987 or later, it is necessary for you to forward the documents to our transfer agent, Zions First National Bank (information below).

    If your certificates were issued previous to 1987, it is necessary for you to forward the documents to us.

     

  • What is a Medallion Signature Guarantee?

    A Medallion Guarantee is a stamp and signature on a stock certificate or stock power obtained from an eligible institution, such as a commercial bank, broker, trust company, etc. It provides transfer agents assurance that the person signing a stock certificate or stock power is the authorized individual. A notary stamp is not acceptable when transferring the ownership of stock.

  • Do you have another question that hasn't been answered?

    Please submit your questions here.

SNFC Transfer Agent Information:

For overnight, certified or registered mail:
Zions Corporate Trust
Stock Transfer Department
1 South Main, 12th floor
Salt Lake City, Utah 84133-1109

Or
For Regular US Mail:
Zions Corporate Trust
Stock Transfer Department
PO Box 30880
Salt Lake City, UT 84130-0880

Phone: (801)844-7545
Toll Free: (888)416-5176
Fax: (801)524-2189

Email: contact@securitynational.com