Get Stock Transfer Form Uk Unit Trusts Download

Filling out the Stock Transfer Form for UK Unit Trusts can seem daunting, but with clear steps, you can complete it accurately. This guide provides comprehensive instructions to help you navigate each section of the form effectively.

Follow the steps to successfully complete your Stock Transfer Form.

1. Click ‘Get Form’ button to obtain the form and open it in a suitable editor.
2. Begin by entering the name of the fund and the share class as indicated at the top of the form. If you have the ISIN, include it in the designated space.
3. Next, input the number of units or shares you wish to transfer. If transferring the entire holding, simply write 'ALL'.
4. Under the section for registered holders, fill in the full name and address of the first holder, along with any account designation. Repeat this step for any additional holders as required.
5. If the transfer is being made by someone other than the registered holders, provide the names and titles of these individuals in the specified section.
6. In the transfer statement section, affirm the transfer of shares/units to the new designated person or people. Ensure that you request the necessary entries in the register.
7. Complete the taxation exemptions by ticking the appropriate boxes related to the Stamp Duty Reserve Tax (SDRT), only if applicable. Provide any necessary documentation for exemptions.
8. Gather signatures from all transferors. Note that bodies corporate should execute the form as per their Memorandum and Articles of Association.
9. For the recipients of the transferred units or shares, enter each individual's full name, date of birth, address, and account designation as applicable.
10. Complete the Customer Due Diligence section as required. This aims to comply with anti-money laundering regulations and may involve confirming the identities of the transferees.
11. Fill in the beneficial ownership and control table accurately, ensuring all relevant parties are listed. If you have more names than can fit in the space provided, continue on a separate sheet.
12. Finally, review the completed form for accuracy. Once satisfied, save your changes. You can then download, print, or share the form as needed.

Start filling out your Stock Transfer Form online today to ensure a smooth transfer process.