Which of the following actions must be taken by a customer if they wish to transfer shares from their account?

To successfully transfer shares from their account, a customer must complete a transfer request form. This form is essential because it provides the necessary information regarding the shares to be transferred, including specifics like the number of shares, the receiving account details, and the signature of the account holder. Completing the form ensures the brokerage has the correct instructions to facilitate the transfer.

While notifying the broker-dealer may be part of the process, it is not a standalone action that initiates the transfer. Waiting for an account statement is not relevant to the transfer process and does not serve a legitimate purpose in facilitating the transfer of shares. Similarly, submitting a written confirmation may not be sufficient on its own unless it includes the required information provided in a transfer request form. Thus, completing the transfer request form is the critical action that must be taken.