Equiniti shares transfer on death of a family member!

P933alilli

Hi, i wondered how difficult it is to transfer shares after the death of a family member.

  Ive filled in a small estate indemnity form and wanted to send the fee by electronic transfer.

Firstly,

            i went to my bank this morning to explain that i want to send an electronic payment, can i do it in branch now and that i needed proof via a statement which included my bank details as sender and Equiniti's bank details as the payee which is what Equiniti requires. The banker acted all dumb as though she had no idea what i was talking about and asked why i needed Equiniti's details if your getting money from them. I explained that i needed to pay a fee in order for the shares to be transferred to me. When she began to understand this she said she couldnt give me a statement with the info i needed. She could give me a receipt but not with the payees details on and i should contact Equiniti first to ask them what they need. But it was all written down on the form what they needed!! I dont believe that she couldnt do this!

   But then secondly, when i first informed Equiniti of the death there was a quearied reply from them because  my family member's first and middle name are transposed from the usual correspondence i had with them! It was because the family member used their middle name as first name all their life but now the death certificate shows the name as they were originally christened. So they required a written letter from either a solicitor or the bank to prove that theyre the same person even though they always lived at the same address. I had a third party mandate from the bank branch ten years ago because the family member was losing mobility. I have the copies of the signed letter they gave me at the time. But again this morning the banker was rude and dismissive and told me to get back in touch with Equiniti to ask them exactly what they require.

    I have all the other information Equiniti need in terms of final will, death certificate and addresses of my family member which all tally with the name...whichever way round they want it!

P933alilli

Ive just posted this message to Deaths, funerals & Probate as this may not be the most suitable place! Delete the above message if needed!! Or post in a better forum if possible!Thanks!