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- Click ‘Get Form’ to open the Deceased Estate Standard Transfer Form in the editor.
- In section A, enter the full name of the Company, Corporation, or Trust where the securities are held. Specify the Type of Security (e.g., fully paid, partly paid) and include the Number of Securities to be transferred along with the Securityholder Reference Number.
- Provide details for the Executor(s)/Administrator(s), including their Title, Given Name(s), Last Name, and daytime phone number.
- In section B, fill in the Beneficiary(s) details using CAPITAL LETTERS. Include their Given Name(s), Last Name, Account Designation (if applicable), and full postal address.
- Finally, in section C, ensure all required signatures from Executor(s)/Administrator(s) and Beneficiary(s) are completed along with dates. Remember to circle your capacity under each signature.
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