Get Transfer Of Shares Form

Completing the Transfer Of Shares Form online is a straightforward process designed to facilitate the transfer of shares efficiently. This guide provides clear instructions to ensure you provide all necessary information accurately.

Follow the steps to complete the Transfer Of Shares Form online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by filling out the top portion of the form. This includes entering the name of the employer, group policy number, and the insured’s social security number.
3. Designate your primary beneficiaries by providing their full names, relationships, dates of birth, and addresses. Ensure the share percentages add up to 100%.
4. If necessary, list contingent beneficiaries in the same manner as primary beneficiaries, including their full names, relationships, dates of birth, and addresses. The share percentages here should also total 100%.
5. If you are naming a trustee as a beneficiary, complete the relevant trust designation section. Provide the trust name, address of the trustee, and the title and date of the trust agreement.
6. Complete the signature section at the bottom of the form. Include the name of the insured or owner (if assigned), a daytime phone number, and the address.
7. Review all the information for accuracy before submitting the form. Ensure that all sections are filled out correctly to prevent any issues.
8. Save changes to the form, then download, print, or share as required. Ensure to keep a copy for your records.

Complete your Transfer Of Shares Form online today and ensure your shares are transferred smoothly.