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Get Equiniti Form E
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How to fill out the Equiniti Form E online
Filling out the Equiniti Form E is essential for transferring your Santander shares to another nominee service. This guide will walk you through each section of the form, ensuring you complete it accurately and efficiently.
Follow the steps to successfully complete your Equiniti Form E.
- Press the ‘Get Form’ button to obtain the Equiniti Form E and open it in your online editor.
- Begin by entering your details in the 'Your Details' section. Fill out your full name, holder reference number (found on your Entitlement Statement), and registered address. Make sure to provide complete information for any joint holder(s) as well.
- Sign the form where indicated. All holders must provide their signature to authorize the transfer.
- Indicate the nominee service to which you are transferring your shares. Provide the name of the recipient nominee service and the number of shares to be transferred.
- Complete the 'Your Nominee Provider’s Details' section. Ensure that your nominee provider confirms they are authorized to act on behalf of the investor(s). They must provide their Participant ID, Member Account, representative's name, and contact number.
- Ensure the form is stamped by the nominee institution to verify the signatures and account details.
- Once completed, send the form to the Santander Nominee Service at Aspect House, Spencer Road, Lancing, West Sussex, BN99 6DA, United Kingdom. Include a cheque for £10 payable to Equiniti Financial Services Limited.
- Keep a copy of the completed form for your records. Check that you have saved any changes before closing the document.
Begin filling out your Equiniti Form E online today for a smooth transfer of your Santander shares.
No, Equiniti is not owned by Wells Fargo. The company operates independently, although it may have partnerships with various financial institutions. Their focus remains on providing you with excellent shareholder services and assisting you with processing documents like the Equiniti Form E.
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