Important forms

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To assist you in the administration process we have provided you with all our important forms in one place.

UK Small Estates Form

If the late shareholder held shares in a UK company you will need to complete the UK small estates form, this form must be completed and returned with the late shareholders death certificate. Please remember this service can only be used if the value of the shareholding is under £20,000 more information be found on our ‘What do I need to do’ page.

Off-Shore Small Estates form

If the late shareholder held shares in a Jersey, Guernsey or Isle of Man company you will need to complete the Off-Shore small estates form, this form must be completed and returned with the late shareholders death certificate.

Please remember this service can only be used if the value of the shareholding is under £10,000 more information be found on our ‘What do I need to do’ page.

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...

Stock Transfer Form

If you wish to transfer the shares into the names of the beneficiaries, you will need to complete a Stock Transfer Form and return this with the valid share certificate(s). If the shares were held in a nominee account meaning no share certificate was issued please email us at Nominee.Enquiries@linkgroup.co.uk and we will provide you with the relevant stock transfer form.

Please remember shares can only be transferred once the relevant legal documents have been registered and the legal representatives are named on the late shareholders account.

Postal Dealing Forms

If the shares are held in one of the below companies, you can use our low-cost dealing service to complete the sale of the shares.

Please remember shares can only be sold once the relevant legal documents have been registered and the legal representatives are named on the late shareholders account.

Below you will find the relevant forms you will be required to complete and help to find more detailed information on this service and other services we offer:

• SSE Plc

  For more information please click here or download the form below:

  • SSE Postal Dealing (pdf)

• Sun Life of Canada

  For more information please click here or download the form below:

  • Sun Life Postal Dealing (pdf)

• Signet Jewelers Limited

  For more information please click here or download the form below:
  
  • Signet Jewelers Letter & Instruction Form (pdf)

• Bristol & West

  For more information please download the form below: 

  • Bristol & West Postal Dealing (pdf)

Donating your shares to charity

Once the relevant legal documents have been registered, you can chose to donate the shares to charity using the form below.

For more information on this, please visit www.sharegift.org

 

 

Further help

• How do I obtain exactly what I need?
• How do I find a lost will?
• How do I replace lost share certificate(s)?
• How do I apply for grant of representation?
• How do I keep, sell or transfer my shares?
• Important forms