Stock Transfer Form - Equiniti Shareview 2026

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The document is a Stock Transfer form that outlines the process for transferring shares or securities from one party to another. It includes instructions for completing the form, requirements for signatures, and details on Stamp Duty exemptions and reliefs. The form must be filled out in BLOCK CAPITALS, with specific sections for consideration money, names of transferors and transferees, and necessary certifications. Additional guidance notes clarify procedures for various scenarios such as transfers involving minors, corporate bodies, charities, and trusts.

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Click ‘Get Form’ to open the Stock Transfer Form in the editor.
Begin by filling in the 'Full name of undertaking' and 'Full description of security' sections. Ensure you write in BLOCK CAPITALS for clarity.
In the 'Number or amount of shares' section, enter the quantity both in words and figures. This is crucial for accurate processing.
Provide the full names and addresses of both transferor(s) and transferee(s). If applicable, include any designations.
Sign and date the form where indicated. If there are multiple transferors, ensure all signatures are included.
Complete either Certificate 1 or Certificate 2 on the back page based on your transaction details regarding Stamp Duty.
Review your entries against the checklist provided at the end of the form to ensure completeness before submission.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (39 Votes)
2014	4 Satisfied (48 Votes)
2010	4.7 Satisfied (46 Votes)

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How can I get a share transfer form?

Procedure for Transfer of Shares under the Companies Act, 2013. Firstly, the transfer deed needs to be obtained in the prescribed form i.e. Form SH-4, endorsed by the prescribed authority.

What is a transfer of stock ownership form?

Company information (name, address, GST registration number) for the sending and receiving units. A unique invoice number and issuance date. A description of the transferred goods, including HS code and quantity. Valuation of goods based on GST Valuation Rules.

Do you need a share transfer form?

Alongside the main agreement, a Share Transfer Form also called an Instrument of Transfer must usually be completed. This form records the old and new shareholder details and is a record for the companys share register.

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Is a stock transfer form necessary?

A Stock Transfer Form is a legal document used to transfer ownership of shares from one party to another. It serves as a written record of the change in ownership and is necessary for updating the companys register of members.

How do I obtain a stock transfer form?

You must complete a stock transfer form if youre transfering shares you own to another person or company. HMRC do not issue stock transfer forms, but you can get a stock transfer form from people such as a: broker or company registrar. lawyer or an accountant who deals with share transfers.

Where do I get a stock transfer form?

HMRC do not issue stock transfer forms, but you can get a stock transfer form from people such as a: broker or company registrar. lawyer or an accountant who deals with share transfers.