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INVESTMENT ISA APPLICATION TO TRANSFER SHARES TRANSFERRING SHARES FROM A COLLECTIVE INVESTMENT ACCOUNT TO A SCOTTISH WIDOWS INVESTMENT ISA Please send this completed form to: Scottish Widows Share

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How to fill out application to transfer shares

01

Begin by obtaining the application to transfer shares form from the company or organization that issued the shares.

02

Fill in the required personal information, such as your name, address, contact details, and social security number.

03

Provide details about the shares you wish to transfer, including the number of shares, their class or type, and any relevant certificate or account numbers.

04

Indicate the name and contact information of the recipient or transferee of the shares.

05

Include any necessary supporting documentation, such as share certificates or account statements.

06

Sign and date the application form.

07

Submit the completed form and any supporting documents to the appropriate department or office, as specified by the company or organization.

08

Wait for confirmation or acknowledgment of the share transfer from the company or organization. It may take some time for the transfer to be processed and reflected in official records.

Who needs application to transfer shares?

01

Anyone who wishes to transfer ownership of shares in a company or organization needs to fill out an application to transfer shares. This includes individuals who want to sell their shares, gift them to someone else, or fulfill any other legal requirements for transferring ownership. Additionally, shareholders who want to change the name or registration information associated with their shares may also need to complete the application form.

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