Get Completed Stock Transfer Form

Filling out the completed stock transfer form online is an essential process for transferring shares or units. This guide provides clear, step-by-step instructions tailored to help all users navigate the form effectively, ensuring accuracy and compliance.

Follow the steps to complete the stock transfer form online.

1. Click ‘Get Form’ button to access the completed stock transfer form and open it for editing.
2. Enter the name of the fund and share class in the designated field at the top of the form. If you have the ISIN (International Securities Identification Number), include it as well.
3. Indicate the number of units or shares to be transferred. If transferring all holdings, type 'ALL' in the respective field.
4. Provide the full name(s) of the registered unit or share holder(s). Include the address of the first registered holder and any account designation if applicable. If there are multiple holders, list each in the appropriate fields.
5. If the transfer is not executed by the registered holder(s), include the name(s) and capacity (e.g., executor) of the person(s) initiating the transfer.
6. Next, state the name of the person or entity receiving the shares or units, including their full postal address and any account designation.
7. Certify the transfer by signing the form in the designated signature field. For corporate entities, ensure the form is executed under the common seal or according to the organization's governing documents.
8. Complete the stamp duty reserve tax section by ticking the appropriate box if the transfer is exempt from SDRT, ensuring it aligns with the provided declarations.
9. Fill out the customer due diligence section as necessary, particularly if the transferees are not regulated financial institutions.
10. Complete the beneficial ownership table, providing the required details for individuals owning or controlling more than 25% of the shares. If there are no such individuals, indicate 'NONE' in the first name space.
11. Once all fields are filled out correctly, review your entries for accuracy, then save any changes, download, print, or share the completed form as needed.

Complete your stock transfer form online for a seamless share transfer experience.