Investor Resources

Here you can download our most commonly used ATEL Investor Services forms

→ Address change
→ Disbursement change
→ Qualified transfer
→ Non-Qualified Transfer
→ Representative Change
→ Transfer Qualified Plan to Non-Qualified Plan Without Custodian Only
→ Medallion Signature Guarantee
→W-8: Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding and Reporting
→ W-9: request for Taxpayer Identification Number and Certification
→Transfer on Death Registration Form
→ATEL Representative Address Change