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Stock Transfer Request Form
"I need a Stock Transfer Request Form for transferring 5,000 dematerialized shares of my tech company to my son as a gift, ensuring compliance with Indian gift tax regulations and including all necessary declarations for a zero-consideration transfer."
1. Transferor Details: Full name, address, and contact information of the current shareholder(s)
2. Transferee Details: Full name, address, and contact information of the person(s) to whom shares are being transferred
3. Securities Details: Information about the shares being transferred including company name, number of shares, distinctive numbers (for physical shares), folio number/DP ID-Client ID
4. Consideration: Details of the transfer price per share and total consideration
5. Transfer Type: Specification of whether it's a sale, gift, transmission, or other type of transfer
6. Declaration: Standard declaration by transferor regarding ownership and absence of encumbrances
7. Execution Block: Signature spaces for transferor(s) with witness requirements
1. Joint Holder Details: Additional section required when shares are held jointly
2. Nominee Information: Optional section for new nominee registration by transferee
3. Bank Account Details: Required for dividend payment purposes, optional if already registered with the company
4. Power of Attorney: Required when the transfer is being executed through a Power of Attorney holder
5. Gift Declaration: Additional declaration required when transfer is being made as a gift
6. KYC Declaration: Additional KYC details of transferee if required by company policy
1. Share Certificate(s): Copy of original share certificate(s) being transferred (for physical shares)
2. PAN Cards: Copies of PAN cards of both transferor and transferee
3. ID Proof: Copy of government-issued ID proof of transferor and transferee
4. Address Proof: Copy of address proof of transferor and transferee
5. Transaction Receipt: Proof of consideration payment (if applicable)
6. Death Certificate: Required in case of transmission of shares
7. Specimen Signature: Specimen signature card of transferee for company records
Authors
Financial Services
Banking
Insurance
Information Technology
Manufacturing
Retail
Healthcare
Real Estate
Energy
Telecommunications
Professional Services
Consumer Goods
Infrastructure
Education
Mining
Legal
Compliance
Corporate Secretarial
Shareholder Services
Registry Operations
Corporate Actions
Regulatory Affairs
Investment Operations
Securities Operations
Company Secretary
Legal Counsel
Compliance Officer
Share Transfer Agent
Corporate Affairs Manager
Board Secretary
Legal Administrator
Regulatory Compliance Manager
Investment Manager
Corporate Actions Specialist
Shareholder Relations Manager
Registry Operations Manager
Securities Operations Manager
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