Transfer form for non market transactions 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in the 'Stamp Duty' section if applicable, noting that transfers of listed securities are exempt.
3. Enter the 'Full name of Company or Corporation' where the securities are held.
4. Specify the 'State of Incorporation' for the company, which can be found on related documents.
5. Describe the type of securities being transferred in the 'Description of Securities' field.
6. Indicate the 'Quantity' of securities being transferred, ensuring both words and figures are included.
7. Fill in your full name as the 'Transferor/s (Seller/s)' along with any necessary designations.
8. Provide your 'Securityholder Reference Number' if applicable, especially for uncertificated holdings.
9. Complete the 'Consideration' section with the total amount paid for the transfer.
10. Insert the 'Date of Purchase' to indicate when the transaction occurred.
11. List all buyers under 'Full name/s of Transferee/s (Buyer/s)', ensuring correct names are used.
12. Include a complete postal address for each buyer in the designated field.
13. 'Securityholder Reference Number (if known)' should be filled out if applicable to existing holders.
14. 'Transferor/s (Seller/s) sign here' requires signatures from all sellers involved in this transaction.
15. 'Transferee/s (Buyer/s) sign here' needs signatures from all buyers as well, following similar guidelines as above.

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