Transfers
A transfer is the movement of shares from one name (also known as registration) to another name. Even if you only add or delete your middle initial, you are transferring shares.

If you have questions about these instructions, please feel free to contact Shareholder Services toll-free at 1-800-763-5891 or 803-217-7817.

Frequently requested shareholder forms are available for download in PDF format.

On the back of the certificate to be transferred or on a Stock Power Form, lines are provided for the purpose of writing the new owner's name, Social Security Number and address. If there is not enough space, attach a separate letter of instruction to the stock certificate or stock power. It is important to include complete information about the new registration.

Regular Transfers

Deceased Transfers

MEDALLION GUARANTEED SIGNATURES ARE MANDATORY IN ORDER TO TRANSFER STOCK
A signature guarantee may be obtained by signing in the presence of a bank officer or a stockbroker who is a member of an acceptable Medallion Program. The guarantee stamp beside the owner's signature will include the words "Medallion Guaranteed." Proper identification is required. Sign your name exactly as it appears on the front of the certificate or on your statement, and have the official guarantee your signature on each certificate or stock power. SCANA will reject transfer requests without the Medallion Signature Guarantee.

It is acceptable to have your signature guaranteed on an Assignment Separate from Certificate, also known as a Stock Power Form (PDF, 35KB), rather than the stock certificate.

ANY VARIATIONS IN NAMES MUST BE GUARANTEED TO REPRESENT ONE AND THE SAME PERSON.

To deter possible inconvenience, we suggest checking with a bank or firm to ensure that the Medallion Guarantee is available before signing.

Forward the stock certificate/s and other form/s to our office at the address below.

SCANA Corporation
Shareholder Services MC D131
Columbia, SC 29218


Furnish instructions for mailing the new certificate if different from address of assignee. For your protection, we recommend registered mail if you are mailing stock certificates

If You Are Transferring the Shares To:

JOINT OWNERS
Specify joint tenancy or tenants in common. Joint Tenants means right of survivorship. Tenants in Common does NOT.

MINOR
Provide the minor's Social Security Number, the name of the custodian, the name of the minor, and minor's state of residence. Please specify which one is the minor.

Example: [Adult's name] as custodian for [Minor's name] Uniform Gift to Minors Act [Minor's state of residence]

TRUST
Provide the name/s of the trustee/s, the trust date, the name of the trust, the trust's Tax Id Number.

Example: [Trustees' names], Trustee under agreement dated [date of trust] the [name of trust]

CORPORATION, INSTITUTION, FOUNDATION, PARTNERSHIP or PROFESSIONAL ASSOCIATION
Do not use abbreviations, and let us know the type of agency to which the shares are being transferred.

TRANSFER ON DEATH
Provide the name/s of the owner/s, the beneficiary/ies, and the owner's Social Security Number. Example: [Owner's name] Transfer on Death to [Beneficiary's name].


If You Are Transferring the Shares From:

JOINT OWNERS
All owners listed on the account must sign.

MINOR
Current listed custodian may sign.  If no longer a minor, the owner may sign.

TRUST
Trustee/s listed on the face of the stock certificate should sign.

CORPORATION, INSTITUTION, FOUNDATION, PARTNERSHIP or PROFESSIONAL ASSOCIATION
Provide a certified corporate resolution, with seal, showing authority to sign.

INCORRECT or FORMER NAME
Sign as name now appears on the certificate and again using correct or new name. Near the signatures, type or print a statement that verifies the two signatures represent one and the same person.


Regular Transfers

Transfer Instructions for an Individual or Joint Owners


Even if you are making a correction in the name or names, you may follow these instructions. Any changes will result in a new account at SCANA Corporation.

If you are transferring shares from your sole name or from a joint ownership, you basically need to do four things:
 
  1. Assign the shares to a new name. You may write the information on the back of the stock certificate, or you may use our Stock Power Form (PDF, 35KB). If you are transferring shares held in the Investor Plus Plan or DRS, you definitely need to use our Stock Power Form (PDF, 35KB). To learn about various registrations, read the Instructions to Transfer Stock at the top of this page.
  2. Have your signature/s Medallion Guaranteed. This guarantee is absolutely mandatory. It is not the same as having your signature notarized. The Medallion Guarantee stamp actually has the words "Medallion Guarantee" on it. If the stock broker or banking officer tries to guarantee your signature by using a stamp that does not contain these words, you should not accept it, because we won't honor any type of guarantee other than the Medallion Guarantee.
  3. Ask the new owner to complete a Form W9 (PDF, 27KB) to send with the transfer request. A completed W9 will certify the new account against backup withholding. If no W9 is sent with the request, we will send a W9 to the new owner after the new account has been established.
  4. Send the stock certificate/s and/or documents to us at the address listed above. We strongly encourage registered or certified mail for this purpose (remember to ask for return receipt). If you are transferring book entry shares only, there is no need to pay for the cost of registered mail.


Transfer Instructions for Trustees
Even if you are making a correction in the name/s, date or type of trust, you may follow these instructions. Any changes will result in a new account at SCANA Corporation.

If you are transferring shares from a trust, you basically need to do four things: 

  1. Assign the shares to a new name. You may write the information on the back of the stock certificate, or you may use our Stock Power Form (PDF, 35KB). If you are transferring shares held in the Investor Plus Plan or DRS, you definitely need to use our Stock Power Form (PDF, 35KB). To learn about various registrations, read the Instructions to Transfer Stock at the top of this page. If more than one trustee is listed on the account, all should sign. If your agreement provides that only one trustee may sign, send a copy of the page that indicates so, and a copy of the first and last pages. Please do not send the entire trust document. If you know that we already have a copy of your trust on file, you may indicate so in writing.
  2. Have your signature Medallion Guaranteed. This guarantee is absolutely mandatory. It is not the same as having your signatures notarized. The Medallion Guarantee stamp actually has the words "Medallion Guarantee" on it. If the stock broker or banking officer tries to guarantee your signature by using a stamp that does not contain these words, you should not accept it, because we won't honor any type of guarantee other than the Medallion Guarantee.
  3. Ask the new owner to complete a Form W9 (PDF, 27KB) to send with the transfer request. A completed W9 will certify the new account against backup withholding. If no W9 is sent with the request, we will send a W9 to the new owner after the new account has been established.
  4. Send the stock certificate/s and/or documents to us at the address listed above. We strongly encourage registered or certified mail for this purpose (remember to ask for return receipt). If you are transferring book entry shares only, there is no need to pay for the cost of registered mail.


Other Options
If you are transferring Investor Plus Plan shares, you may have a gift certificate mailed to yourself or the recipient of the shares. You will need to provide specific written instructions for this option.

For those who would like a gift to remain a surprise, we recommend that you post your own address to the recipient's account. After the surprise is over, the recipient can send written notice to change the address on our records.

If you are transferring certificated shares, but would like us to hold the shares in the Investor Plus Plan rather than issuing a new stock certificate, use the Optional Request Form (PDF, 16KB).


Deceased Transfers

Transfer Instructions for Deceased Individual Owner
It will be necessary for us to continue sending dividend checks and other communications in the account name until the stock is transferred into a new registration.

Following are the requirements to change the registration on a deceased individual account:

  1. IRS Form W9 (PDF, 27KB) signed by the new owner.
  2. Stock Power Form (PDF, 35KB) completed with the new account information.  Shares assigned by the Personal Representative with signature Medallion Guaranteed. Please review the Instructions to Transfer Stock section at the top of this page. Important: The fiduciary capacity to sign (executor, administrator, personal representative, etc) MUST be printed on the stock power form following your signature or the transfer will be rejected. The guarantor may wish to see the death certificate or court appointment; therefore, you may wish to contact the bank officer or broker where you intend to obtain the medallion guarantee and inquire about the specific documents they require to certify authority to sign. Supporting legal documents should not be mailed to our office. We will neither review nor return the documents.

Stock certificate(s) and/or the Stock Power Form (PDF, 35KB), and the Form W9 (PDF, 27KB) should be sent to our office at the address listed in the Instructions to Transfer Stock. Please feel free to contact our office if you have questions regarding the transfer procedure. 

Transfer Instructions for Deceased Joint Owner
It will be necessary for us to continue sending dividend checks and other communications in the joint names until the stock is transferred into a new registration.

Following are the requirements to change the registration on a deceased joint owner account:

  1. IRS Form W9 (PDF, 27KB) signed by the new owner.
  2. Stock Power Form (PDF, 35KB) completed with the new account information. Shares assigned by the surviving tenant with signature Medallion Guaranteed. Please review the Instructions to Transfer Stock section at the top of this page. Important: Your capacity to sign (Surviving Joint Tenant) MUST be entered on the stock power form following your signature or the transfer will be rejected. Also, please note that your signature must be medallion guaranteed; therefore, you must sign in the presence of a bank officer or a broker-dealer (“the guarantor”) who is a member of an acceptable Medallion Program. The banker or broker who guarantees your signature may wish to see the death certificate or court appointment; therefore, you may wish to contact the bank officer or broker where you intend to obtain the medallion guarantee and inquire about the specific documents they require to certify your authority to sign. Supporting legal documents should not be mailed to our office. We will neither review nor return the documents.

Stock certificate(s) and/or the Stock Power Form (PDF, 35KB), and the Form W9 (PDF, 27KB) should be sent to our office at the address listed in the Instructions to Transfer Stock. Please feel free to contact our office if you have questions regarding the transfer procedure. 


Transfer Instructions for Deceased Trustee
At the death of a trustee, a successor trustee should be appointed. It will be necessary for us to continue sending dividend checks and other communications in the name of the deceased until the stock has been transferred out of its present registration.

Following are the requirements to remove a deceased trustee's name from the registration:

  1. IRS Form W9 (PDF, 27KB) signed by the new owner.
  2. Stock Power Form (PDF, 35KB) completed with the new account information. Shares assigned by all presently acting or successor trustee/s with signature/s Medallion Guaranteed. Please review the Instructions to Transfer Stock section at the top of this page. Print your trustee capacity immediately after your signature on the stock power form or the transfer will be rejected. The banker or broker who guarantees your signature may wish to see the death certificate or court appointment; therefore, you may wish to contact the bank officer or broker where you intent to obtain the medallion guarantee and inquire about the specific documents they require to certify your authority to sign. Supporting legal documents should not be mailed to our office. We will neither review nor return the documents.Stock certificate(s) and/or the Stock Power Form (PDF, 35KB), and the Form W9 (PDF, 27KB) should be sent to our office at the address listed in the Instructions to Transfer Stock. Please feel free to contact me if you have questions regarding the transfer procedure. 

    For any other type of transfer, please contact Shareholder Services toll-free at 1-800-763-5891 or 803-217-7817.