Filling out a CREST transfer form

Colxfile

Okay, I'm aiming to transfer some Treasury Stock (Which I hold in certificated form) to my stockbroker (To put it into de-materialised form). In order to do this, I need to fill out a Crest Transfer form and send it, with the certificate to my stockbroker. So far so comprehensible...

I'm looking at the Form itself, and I'm not entirely sure how to fill it out. The dotted lines betray the area where I'm expected to sign. Beyond that, I could only be guessing

Could anyone give me some help? Please?

Linky-linky if you don't have one to hand.

cheerfulcat

Hi, there,

Full instructions here
Scroll down to the Transfer of Shares section.

HTH

Cheerfulcat

Noozan

If the holding is in your sole name, then sign on line 1. Lines 2 and 3 etc are for any joint share holders to sign.

If you are the sole holder, you need to put your full name and address in the box immediately above the signature lines. If there is more than one holder, just the full names of each holder will suffice.

Noozan

Colxfile wrote:

Okay, I'm aiming to transfer some Treasury Stock....... fill out a Crest Transfer form

I'm not sure if the regulations have changed in the last couple of years but when I worked in a Stockbroking office, it was CREST transfer forms for equities and STOCK transfer forms for gilts and loan stock.