Get Equiniti Stock Transfer Form

Completing the Equiniti Stock Transfer Form is an essential step for shareholders wishing to transfer shares. This guide provides a clear, step-by-step approach to filling out the form online, ensuring all information is correctly entered and submitted.

Follow the steps to effectively complete the stock transfer form online.

1. Click 'Get Form' button to access the Stock Transfer Form and open it in your preferred editing tool.
2. Fill out the form using BLOCK CAPITALS and black ink. If any specific field is not applicable, leave it blank rather than marking it through.
3. Write the name of the company holding the shares and the type of shares (such as 'Ordinary' or 'Preference'). Include the nominal value as indicated on the share certificate.
4. Complete both boxes indicating the amount of shares to be transferred. Write the number in words on the left and in figures on the right. If applicable, indicate the number of packaged units as well.
5. Provide the full names of registered shareholders transferring the shares, including any designation. If the registered shareholder is deceased, include necessary details about the deceased and their personal representative.
6. Signatures from the person or persons transferring the shares are required. If there is a personal representative or Power of Attorney, their signature should be included as well.
7. Enter the date when the transfer form is completed. If there's a broker or agent involved, include their stamp or details.
8. Fill in the full names and address of the transferee(s), ensuring to provide only the address of the first-named if there are multiple transferees.
9. If the stock is being transferred to a minor, include the original birth certificate or a certified copy, along with any additional necessary documents.
10. Complete the Exemption Certificate if applicable, ensuring it is signed and dated by the transferring party.
11. After filling everything out completely, save your changes. You can then download, print, or share the completed form as needed.

Begin the process of transferring your shares online by filling out the Equiniti Stock Transfer Form today.