The transferor is the entity that is the current owner. A share transfer form is a document used to transfer the ownership certificates of a single company to another company. All current registered holders or a legally authorized representative must sign the authorized signatures section section 6, with a medallion signature guarantee for each signature. They can also facilitate larger donations of shares. Print names of persons to whom the securities are being transferred and the address for the register social insurance number of transferee s or tin or ssn. Most of the reasons why a private company will want to share their ownership are due to opening up their management for new investors and for raising their companys capital. The off market transfer form is to be used if you wish to transfer a holding of shares from one party to another without buying and selling on the market.
Shares, stock or other security and, in figures column only, number. Adding existing share certificates to your account computershare. Off market transfer document a seller details please use. Returning your form the original off market transfer form s must be returned to computershare. Computershare forms fill out and sign printable pdf.
We will process the transfer and send a new share certificate to the new shareholder. Stock transfer form above this line for registrars only j30 consideration money. Fill out, securely sign, print or email your computershare transfer request form instantly with signnow. Transfer from in block letters insert the full names of the present registered holders transferors iwe, the undersigned, hereby transfer the above securities from the names aforesaid to the persons named below or to the several persons named in part b of the brokers transfer forms cm 41 relating to the above security. Securities to be transferred complete a and c for shares or b and c for bonds.
Assessment and payment of stamp duty if applicable must be made prior to returning the transfer form to computershare. To see if your account is eligible for online transfers, go to. If you wish to have your dividend paid by direct credit, please complete and return this direct credit form to the share registry in the envelope provided. Any increase to the quantity of securities being transferred is not acceptable even if. Shareholder services and forms investor relations telus. If you use a stock transfer for to buy stocks and shares for. This form must be used for transfers of stock from morgan stanley any other brokeror. Stamp duty transfers of securities that are listed and quoted on an australian stock exchange are exempt from stamp duty.
Please complete and submit this form to your broker if you would like to transfer shares from an existing account with computershare to another csd participant or broker. Number or amount of shares, stock or other security and, in figures column only, number. Please print clearly if completing this form by hand. Or, contact us at 80024314 or via email, and well send you a copy of the plan prospectus including an enrollment authorization form. In all other cases including where relief from stamp duty is claimed send the transfer form to hmrc to be stamped. Please ensure that any changes to your nominated bank account are advised promptly to the share registry. Please submit all certificates involved with your request in order to complete the transfer. In the course of providing services to you and our corporate clients, we receive nonpublic personal information about youfrom transactions we perform for you, forms you send us, other communications we have with you or your. The most secure digital platform to get legally binding, electronically signed documents in just a few seconds. Please complete the blank stock transfer form overleaf and send it to us with the share certificates for the shares being transferred.
The reservation system requires noncanadian purchasers of common shares to obtain a reservation number from computershare. The main business of computershare investor services plc is the provision of share registry and shareholder services. Enter the name and address of the persons to whom the shares are being transferred. If the number of shares to transfer is less than the number of shares on the certificate, the balance will be put into drs bookentry form in the name of the current holder and a statement will be mailed. Computershare may transfer personal information to other companies in or outside of canada that provide data processing and storage or other support in order to facilitate the services it provides. For use when transferring shares between another brokers account and your commsec trading account or from your commsec trading account out to the share. The share transfer form also called the share transfer instrument is a standard document required for the transfer of shares in a company it details the particulars of the party selling or transferring the transferor their shares to another the transferee, the amount of shares to be transferred, the cost or value of each share, the company whose shares are transferred etc. Fully paid ordinary shares, or options, or unsecured convertible notes, or units, or partly paid shares, etc. Transfer of ownership us holders not company specific forms. A company, partnership, trust, super fund or an individual can provide either their tfn, or where the securities are held for a business purpose their abn. Alternative investment product transfer request see enclosed instructions please print clearly 1. For value received, the undersigned hereby sells, assigns and transfers unto. The signatures below on this transfer request form must correspond exactly with the names as shown. Stamp duty if the securities being transferred are not listed on the australian securities exchange or other recognised exchange stamp duty may be payable.
Sh4 securities transfer form pursuant to section 56 of the companies act, 20 and subrule 1 of rule 11 of the companies share capital and debentures rules 2014. You will need adobe acrobat readertm in order to view these files pdf icon. If the securities being transferred are not listed on an australian stock exchange, stamp duty may be payable. For transfers from other brokers, morgan stanley will advise your broker of this authorization to transfer the abovenamed stock to the americas charities. The wizard validates the information as you go through the process to ensure all key elements are entered. To request the transfer, you will need to complete the following steps. Computershare shareholder services downloadable forms.
The new share certificate will be sent to the firstnamed transferee unless an alternative name and address is entered in section 8. Helping transfer shares from deceased estates computershare. This is the actual name of the share company or trust in which the securities being transferredsold are held. Get and sign transfermystock com transfer form 20082020. Not to be used for computershare accounts or mutual funds. Use this form to transfer new zealand shares held with computershare nz from one name to another.
Shares to be transferred please complete boxes that apply to your account. Iwe authorise the share centre to add the share certificates as detailed above to myour account. Fill out, securely sign, print or email your computershare change of address form pdf instantly with signnow. Any alterations must be initialled by the sellers and the buyers. If no direct credit form is received, and there is no. Stock please ensure all pages of this form have been. Moved form sh19 statement of capital when reregistering from unlimited to limited from share capital to reregistration. Share transfer forms and instructions canadian drip primer. How to complete the off market transfer document seller details full name of companyissuer in which securities are held this is the actual name of the share company, corporation or trust in which the securities being transferredsold are held.
If we receive documentation the shareholder is deceased, the transfer. Moved form sh19 statement of capital when reregistering from unlimited to limited from share. The following forms should only be used in relation to stockshares held in companies registered with computershare uk. If we receive documentation the shareholder is deceased, the transfer will default to inheritance. If you own at least one share of truist stock registered in your name, youre eligible to participate. For each certificate you wish to sell you will also need to complete a certificated dealing sales instruction form, complete and sign a crest transfer form and provide the certificate. Reverse of the stock transfer form 9 form of certification required where transfer is exempt from ad valorem stamp duty as below threshold. Even if you have the share in certificate form which has the transfer declaration the back, it is highly recommended to use the form below in case of a mistake. You can also use this form to record a direct transfer of all or part of an excess amount from a rrif to another rrif that has the same annuitant.
All transferor and transferee signatures must be guaranteed by a member of. This form can only be used to transfer the shares which you have specified in your correspondence with computershare investor services plc. Sra form 23transfer form for nonmarket transactions. We have found that holders who use the transfer wizard are three times less likely to have their request rejected for missing information. To transfer your shareholding to another, click on the link below to access the standard transfer form. Computershare may also ask for your sin as an identificationsecurity measure if you call or write to request service on your account. Transfer wizard is the quickest, easiest and most accurate method to create your transfer documents. See page 3 for requirements on transferring shares from a decedents account and page 4 for name changes and trusts. Daytime telephone number of requestor a a transfer all shares if this box is checked, complete c below and either d or e. Computershare investor services plc, the pavilions, bridgwater road bristol bs99 6zz telephone 0870 702 0000 textphone 0870. The undersigned does do hereby irrevocably constitute and appoint computershare as attorney to transfer the said stock, as the case may be, on the books of said company, with full power of substitution in the premises. Our website can help you make informed decisions, not provide personalised advice. The following forms should only be used in relation to stockshares held in companies registered with computershare ireland. Transfer your account to schwab when to use this form.
Description of security certificates lodged with registrar to be completed by registrar please complete form in type or in block capitals. Consistent with us internal revenue service regulations, computershare is required to. The signatures below on this transfer request form must correspond exactly with the names as shown upon the face of the stock certificate or a computershare issued statement for bookentry shares, without alteration or enlargement or any change whatever. Transfer instructions please complete and return pages 1 and 2 with the required documentation for your transfer request. This service is completely free of charge share gift internal transfer form all correspondence to. You can enroll in the dividend reinvestment plan through online shareholder services. Enter the number of investment plan bookentry shares you wish to transfer. Fill, sign and download stock transfer form online on.
Tax file numbers tfn, australian business numbers abn or exemptions complete this section to provide your tfn and or to claim the appropriate exemption by quoting the exemption code. Certificate lodged with the registrar for completion by the registrarstock exchange full name of undertaking. Computershare investor services plc is on the financial conduct authority register with registration number 188534. All documents should be returned together to computershare brokerage services, co the share centre, po box 2000 aylesbury bucks hp21 8zb. The easy way to buy, sell and manage your investments. Please make sure that the stock transfer form is fully completed and returned with the valid share certificates, by checking each item on the list below. As requested, enclosed are the form and instructions needed to transfer stock to a new account. Please also enclose a copy of a government issued picture identification.
In order to deposit or transfer shares held in certificate form, the original certificates must be sent to computershare. Transfer of ownership foreign holders not company specific forms. Simply download, and complete the offmarket transfer form and return it to computershare. In the absence of direction from the holder or the issuer, or if the share amount in question does not match one of the classes, this transfer may be subject to rejection or clarification. We are unable to accept a copy, fax or email of this form.
New sh19 share warrants and nac01 forms added to collection. Use this form to transfer securities andor funds from another financial institution e. Amount of shares or other security in words figures names of registered designation if any holders should be given in full. The transferee is the entity to which the shares are to be transferred. You can use this form to record a direct transfer, under paragraph 146.
Instructions for completing this form are available on page 5. Crest transfer counter location stamp barcode or reference sdrn above this line for completion by the depositing systemuser only. All transfers will be assumed a gift if no box is checked. Computershare change of address form esign pdf with. If shares are being transferred to more than one persons and not.
Form w9, tax certification the new holder should sign and date the form w9 included with the transfer request form. If the transfer is not made by the registered holders insert also the names and capacity e. A separate off market transfer form must be submitted for each company. However, you may be eligible to utilize the medallion waiver. Alternative investment product transfer request see. For the company of the stock being transferred, determine which is the representing transfer agent, then download the appropriate form below.
Transfer of ownership form in order for your request to be processed, please complete all sections of this form. A stock transfer form transfers shares from one person to another. Legal transfer form broadridge financial solutions. Bny mellon shareowner services, as transfer agent, is hereby authorized to transfer all metlife, inc. Start a free trial now to save yourself time and money. The name of the company referred to as full name of undertaking in which the shares are held. Nov 20, 2014 new sh19 share warrants and nac01 forms added to collection. If you are transferring shares, please include a completed transfer form along with your.
Alternatively, if you are transferring shares to another account held by computershare pty ltd. Shareholder services downloadable forms computershare. Complete the form and return it to the amp share registry with supporting documentation as specified on the form. Please ensure you sign the crest transfer form opposite. Computershare forms fill out and sign printable pdf template. Computershare change of address form fill out and sign. Yes, you can transfer your shares to another person by an offmarket transfer. Where we share your personal information with other companies to provide. Tax file numbers tfn, australian business numbers abn. Complete this page and attach to the completed off market transfer form if you are acting on behalf of a securityholders on this off market transfer. Please contact sharegift for a separate transfer form if you have other shares which you wish to donate charitably. In these situations send the form to the company or its registrar. Computershare is committed to protecting your personal information.