How do I obtain exactly what I need?
To retrieve shares left to you by your late loved one, there are some documents and forms that you will need to share with us and complete. These depend on the value of shares on the date your loved one passed away and the documents you already have.
If you can’t find the documents needed to progress (outlined in our ‘what do I need to do’ guide), choose from the list below for more information:
Link Group Stock Transfer Form (pdf)
Named executors are able to transfer shares by completing a stock transfer form.
Off Shore Small Estates Form (pdf)
Signet Jewelers Letter & Instruction Form (pdf)
Sun Life Postal Dealing (pdf)
SSE Postal Dealing (pdf)
Sharegift Form (doc)
Bristol & West Postal Dealing (pdf)
UK Small Estates Form (pdf)
It’s really important that you complete any forms or documentation clearly and accurately to help us respond and action your requests as quickly as possible for you.
Co-op Legal Services bereavement support
We’ll help you with your loved one’s shares but Co-op Legal Services can support with other practical steps, from stopping junk mail through to full estate administration and probate support.
Find out more...