What documentation is needed for a stock loan?
Depending on wher you live you may be requested to provide different documents. In general you would need a brokerage statement showing your name with the shares to be pledged. You would also need to provide at least one government-issued ID such as a passport ID card or a driver’s license. If the shares are corporate then you would need to provide the identification of the person with signing authority along with the corporate documentation that specifies who the singing authority is.