Get Crest Form

The Crest Form is essential for transferring certificated shares into a Certificated Account. This guide provides a clear, step-by-step approach to assist users in completing the form accurately and efficiently.

Follow the steps to complete the Crest Form online:

1. Press the ‘Get Form’ button to access the Crest Form and open it in your chosen digital editor.
2. Fill out the ‘Name of undertaking’ section with the complete name of the company whose shares you are transferring.
3. In the ‘Full name(s) as on certificate’ field, enter the names of the registered holder(s) exactly as they appear on the share certificate.
4. Complete the ‘Current address’ field with the registered holder's address. If there is only one holder, provide only their address.
5. In the ‘Consideration money’ section, state the amount involved in the share transfer for clarity.
6. Fill in the ‘Amount of shares or other security in words’ and ‘Figures’ fields to indicate the total number of shares being transferred clearly.
7. If the registered holder(s) are not making the transfer, include the names and the capacity of the transferor(s) (e.g., executor(s)).
8. Ensure that all transferor(s) sign in the designated areas. Each holder must sign where indicated (1, 2, 3, and 4 as applicable).
9. Add the necessary identifying information to the ‘Stamp of depositing system-user’ section where applicable.
10. Review the completed form for any errors or missing information, make necessary corrections by hand and initial them, then proceed to save changes, download, or print the completed form.

Complete your documents online today for a seamless experience.