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Web to execute a stock transfer, you must: Web a stock transfer form is a legal document that allows a person or entity to transfer ownership of a company's shares to. Web create and customize your own stock transfer form online with jotform. Web transfer wizard is the quickest, easiest and most accurate method to create your transfer documents. Complete this package as instructed in the “transfer of ownership requirements”. Record the transfer of stock ownership between two. Web transfer securities and cash using an online transfer on schwab.com.