Computershare Stock Transfer Form For Deceased Person
Description
How to fill out Corporation - Transfer Of Stock?
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FAQ
To use the Uniform Transfer on Death Security Registration Act, you must register your securities as being transferable on death with a financial intermediary, such as a brokerage house or bank. This process typically involves filling out a form and designating a beneficiary for the securities.
How do I notify you of a deceased shareholder? We require sight of an original or official copy of the Death Certificate, or a sealed or certified copy of the Grant of Representation.
The process for liquidating inherited stock is fairly straightforward. Once the stock is in the beneficiary's brokerage account, they can sell the stock by placing a sell order through the brokerage. The beneficiary can choose to sell the stock all at once or to sell it in smaller portions over time.
You need to complete a Transfer Request form to transfer the shares to a new account in your name. The surviving holder(s) or a legally authorized representative must sign the ?Authorized Signatures? section (section 8) of the form.
After providing a death certificate, proof of identity, probate court order, and others, the heir can either transfer the shares into their account or sell the shares for the proceeds.
