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  • Commsec Executor Administrator Authority Form 2020

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To sell or transfer any shares held within the estate, the estate representative will need to complete CommSec's Estate Management Disbursement Form and provide us with the supporting documentation requested within. Please email this information to commsecestatesmanagement@cba.com.au.

The Process of Selling Shares Initial Notification of Death to Registry or Broker – as soon as practical share registries (if Issuer sponsored), stockbrokers (if CHESS or broker sponsored), and Margin Lenders (if applicable) should be advised of the death and given a certified copy of the Death Certificate.

When a shareholder dies the right to his interest in the shares will pass to whoever inherits them under his will or intestacy. The deceased shareholder's rights will be administered by his or her executors (if there is a will) or administrators of the estate if the shareholder has died intestate.

In addition to a certified copy of the Death Certificate for Issuer Sponsored Holdings (SRN) you will also need to provide the following documents: Request to Register Surviving Holder Form. Deceased Holders Identity Form – if there is any name discrepancies between the share registry records and death certificate.

Transfer of Securities Securities may be transferred from the name of the deceased direct to the beneficiary/beneficiaries or other persons without the prior need for a transmission to be effected.

In the same way as transfers, if shares are held with a bank, there will be specific applications the executor will need to fill out. This will usually be called a 'Deceased Estate Trade Form'. This form will identify the executor, the shares to be sold and the fees the bank will charge on the sale.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232