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How to fill out the AOFM Standard Transfer Form - The Australian Office Of Financial Management online
Filling out the AOFM Standard Transfer Form is an essential step for securely transferring Australian Government Bonds. This guide provides a clear, step-by-step process to help you accurately complete the form online.
Follow the steps to fill out the AOFM Standard Transfer Form online.
- Click the ‘Get Form’ button to obtain the form and open it for editing.
- In Section A, read the instructions carefully to understand when this form is applicable and ensure that you are using it correctly based on your security holdings.
- Complete the details concerning the securities, including the class of securities, quantity, and consideration value in Australian dollars.
- Provide the full registered names of the seller(s) and their Holder Reference Number, ensuring accuracy as per existing documentation.
- Enter the full names of the buyer(s) and their postal addresses. If they have an existing account, ensure that the names and addresses match exactly.
- Identify the type of holder (individual, company, etc.) and ensure all signatories meet the signing requirements specified in Section A.
- Ensure that both the seller(s) and buyer(s) sign the form where indicated, including the date and their contact details.
- Gather required documentation for identity verification as outlined in Section B, ensuring all documents are certified properly.
- Return the completed form by mail to Computershare Investor Services Pty Limited at the address provided, ensuring all pages are attached.
Complete your documents online today to facilitate your financial transactions smoothly.
OMTs may incur fees: If the stock is leaving nabtrade, the seller will attract a $55.00 transfer fee per holding. If the stock is being transferred between nabtrade accounts, the seller will attract a $27.50 transfer fee per holding.
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