Get Australian Standard Transfer Form

Completing the Australian Standard Transfer Form online can be a straightforward process if you are equipped with the right guidance. This guide will take you step-by-step through each section of the form, ensuring you understand how to provide the necessary information accurately.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to obtain the form and open it in your chosen online platform.
2. Begin by entering the description of securities. Specify the type, such as fully paid ordinary shares or any other relevant classification. Remember, you must use a separate transfer form for each class of share.
3. Indicate the quantity of shares being transferred. Ensure to provide this information in both written words and numerical figures for clarity.
4. Fill in the full name(s) of the transferor(s). If applicable, for deceased estates, enter the names of the executors followed by 'as Executors of the Estate of' and the deceased person's full name.
5. Enter the shareholder reference number (SRN) of the transferor(s). You can locate this number on the Issuer Sponsored Holding Statement.
6. Provide the consideration amount, which is the total paid for the share transfer. This should match the market price at the time of purchase.
7. List the full name(s) of the transferee(s). Ensure that all names are accurately provided, with a maximum of three joint shareholders. Shares cannot be registered under a partnership or business name.
8. Input the full postal address of the transferee(s), adding the postcode for complete accuracy.
9. If applicable, include the shareholder reference number (SRN) of the transferee(s). If they are not an existing shareholder, you may leave this section blank.
10. Provide the signature(s) of the transferor(s) and the date signed. For joint ownership, all shareholders must sign. If using power of attorney, state that no notice of revocation has been received.
11. Obtain the signature(s) of the transferee(s) along with the date signed. Similar to the transferor(s), each joint shareholder must sign if applicable.
12. Finally, ensure that all changes are saved. You may choose to download, print, or share the completed form as necessary.

Start filling out your Australian Standard Transfer Form online today.