Get Off Market Transfer Form

Completing the Off Market Transfer Form online can streamline the transfer of securities between parties. This guide will provide you with detailed instructions for filling out each section of the form to ensure accuracy and efficiency.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Affix stamp duty in the designated area. Ensure that you calculate the duty based on the consideration amount and the relevant state regulations.
3. Enter the full name of the company or trust where the securities are held in the provided field.
4. Specify the state of incorporation for the company or trust by selecting it from the dropdown menu or typing it in.
5. Describe the securities being transferred, indicating their type, such as 'Fully Paid Ordinary Shares.' Each type should have its own transfer form.
6. Indicate the quantity of securities being transferred in both written words and numeric figures.
7. Input the full name(s) of the seller(s). For deceased estates, include the executors' names along with the deceased securityholder's name.
8. Provide the securityholder reference number (SRN) of the seller, which can be found on their securities statement or certificate.
9. Record the consideration amount for the transfer and the date of purchase, making sure the consideration reflects the market price on the purchase date.
10. Fill in the full name(s) of the buyer(s), ensuring you list no more than three joint holders.
11. Enter the full postal address of the buyer(s), including the postcode.
12. Provide the SRN of the buyer, similar to what was done for the seller in step eight.
13. State the register where the buyer's shares should be recorded.
14. All sellers must sign the form and date it. If applicable, attach any necessary documents like Power of Attorney or probate.
15. Have all buyers sign and date the form, following similar requirements as the sellers.
16. Once all sections are completed, save the changes, and proceed to download, print, or share the form as needed.

Start filling out your Off Market Transfer Form online today for an efficient transfer process.