Get Crest Transfer

The Crest Transfer form is essential for transferring units of certificated securities to CREST members. This guide provides step-by-step instructions on completing the form online, making the process clear and efficient for all users.

Follow the steps to successfully complete the Crest Transfer form.

1. Press the ‘Get Form’ button to access the Crest Transfer form and open it for editing.
2. In the 'Consideration Money' section, indicate the money involved in the transfer as necessary.
3. In the 'Name of Undertaking' field, input the full legal name of the undertaking for clear identification.
4. Provide a clear description of the security in the designated field, ensuring that the information accurately reflects the security being transferred.
5. In the 'Amount of shares or other security' section, write out the amount in words, and also provide the numerical figures in the designated area.
6. List the full names of the registered holder(s) in the specified area, including their address if there is only one holder.
7. If applicable, indicate any designations of the registered holder(s) (e.g., Executor) in the 'Designation' field.
8. Specify the number of balance certificates required for the transfer.
9. If the transfer is conducted by someone other than the registered holder(s), include the names and roles (e.g., Executor) of those making the transfer.
10. Sign the form in the designated 'Signature(s) of Transferor(s)' area, ensuring that each transferor's signature is included.
11. Complete the information regarding the transfer date, participant ID, and member account ID as required.
12. Review all entered information for accuracy before proceeding to save, download, print, or share the completed form.

Complete your Crest Transfer form online today for a seamless securities transfer experience.