Get Section 1071b Statement

The Section 1071b Statement is an important document required for the transfer or transmission of securities in the event of a deceased estate. This guide will walk you through the process of completing this form online, ensuring that you fill out each section accurately and efficiently.

Follow the steps to complete the Section 1071b Statement online.

1. To begin, press the ‘Get Form’ button to access the Section 1071b Statement and open it in your editing platform.
2. In Section A, complete the fields for the full name(s) of the executor(s) or administrator(s) associated with the estate. Be sure to use capital letters and black ink.
3. Enter the address that appears on the securityholder documents, ensuring it matches exactly.
4. Provide the Securityholder Reference Number (SRN) as outlined in the securityholder documentation.
5. Fill in the postcode corresponding to the registered address.
6. Continuing in Section A, detail your contact name along with a telephone number for business hours and another for after hours. This is to facilitate communication should the registry have questions regarding your submission.
7. In Section B, all executor(s) or administrator(s) must sign the document in the presence of a witness who is known to them. Make sure that each person signs their full name.
8. Review the completed form for accuracy, then save any changes made.
9. Finally, download, print, and securely store the document, or share it with the necessary parties as required.

Complete your Section 1071b Statement online today to ensure all processes are handled smoothly.