Download a Transfer Pack

You will need the following information to complete a Transfer of Ownership package:

  • the name of the company the stock is held in
  • the current holder account number (which begins with the letter 'C' )
  • the name and address of the new holder the stock is being transferred to
  • the number of securities to be transferred

If you need help locating any of the current account information, you can contact us for help on:

Select the appropriate Transfer Package to move stock out of the estate:

A separate form will need to be completed for each company the estate holds stock in.