Crest transfer form 2026

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The document provides detailed instructions on how to complete a CREST Transfer form for transferring or selling certificated shares into a Vantage Fund and Share Account. It outlines the necessary steps, including filling out specific information about the stock, shareholders, and the number of shares being transferred. Additionally, it emphasizes the need to submit original share certificates and includes guidance on where to send the completed form.

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Click ‘Get Form’ to open the crest transfer form in the editor.
Begin by entering the name of the stock being transferred, such as 'BT Group'.
Next, specify the type of shares being transferred, for example, 'Ordinary shares of 5p', as indicated on your share certificate.
List all shareholders' names. If shares are held solely, include the address registered with the registrar.
If applicable, enter any designation that follows the registered name on your share certificate.
Indicate how many shares you wish to remain in certificated form if only transferring part of your holding.
All named shareholders must sign in the designated box to authorize the transfer.
Finally, review all entries for accuracy before submitting your completed form along with original share certificates to Hargreaves Lansdown.

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