Get Eps Merge Holdings Form - Link Market Services

Filling out the EPS Merge Holdings Form is a straightforward process that allows users to consolidate their investment holdings. This guide provides a step-by-step approach to completing the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the company or trust name in the designated section, ensuring that all details are accurate. This field is mandatory and must be completed.
3. Fill in the section for 'Full Name(s) of Registered Holding.' Make sure to use the names as they appear in your holdings.
4. Specify the 'Account Designation' and provide your registered address. It's essential that these details match your existing records to avoid processing delays.
5. Input your Securityholder Reference Number (SRN), which is needed to identify your holdings.
6. In the 'FROM' section, list the SRNs of the holdings you wish to merge. Ensure that all holdings have the same registered name and address as only such holdings can be merged.
7. In the 'TO' section, enter the SRN of the holding you want to retain after the merger.
8. Include any necessary instructions regarding direct credits, DRP participation, Tax File Number, and communication options as applicable.
9. Sign the form in the designated area. If there are joint securityholders, all must provide their signatures. Ensure compliance with any relevant documents if someone is signing on behalf of another.
10. Provide your daytime contact number and contact name in case the registry needs to reach you for further information.
11. Once fully completed, review the form for accuracy and return it in the enclosed reply paid envelope.

Start completing your EPS Merge Holdings Form online today and simplify your investment management.