How do you transfer Computershare stock after death?

Transfer requires: (a) an endorsement by the surviving beneficiary or beneficiaries (with acceptable signature verification) and (b) an original, or a certified copy of the death certificate of the owner(s) and (c) any inheritance tax waivers required or other documents required by Computershare for transfers under its …

How does a transfer on death brokerage account work?

With a TOD, you keep control of the brokerage account assets during your lifetime. After you die, ownership is passed to the named beneficiaries. You can change beneficiaries or cancel your TOD throughout the life of your account, usually by filling out the documents a firm requires to make changes or revoke the TOD.

What is the difference between beneficiary and transfer on death?

Key Takeaways. Transfer on death applies to certain assets that have a named beneficiary. The beneficiaries (or a spouse) receive the assets without having to go through probate. Beneficiaries of the TOD don’t have access to the assets prior to the owner’s death.

How do I register a death with Computershare?

If you hold share certificate(s) please send us an original or an official copy of the Death Certificate together with all valid share certificates. If you hold your shares in a Company Nominee, please call the helpline on 0370 702 0000 to request a Joint Holder Information Letter.

What is transfer on death?

Transfer-on-death (TOD) refers to named beneficiaries that receive assets at the death of the property owner without the need for probate, facilitating the executor’s disposition of the property owner’s assets after their death. This is often accomplished through a transfer-on-death deed.

What is the advantage of transfer on death?

The primary advantage of a transfer on death deed is to avoid the probate process. If a property owner has executed a transfer on death deed, then as soon as the property owner dies, that property passes to the person named. The beneficiary does not have to go to court.

Does Computershare require an original death certificate?

You must either (1) provide an original death certificate or certified copy, or (2) obtain a Medallion Signature Guarantee for each signature on the form.

What is transfer-on-death?

Is Computershare a transfer agent?

Computershare acts as transfer agent/registrar to a range of US companies. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center.

Who owns Computershare?

The company’s largest shareholder is AustralianSuper Pty. Ltd., with ownership of 11%. Meanwhile, the second and third largest shareholders, hold 5.3% and 5.2%, of the shares outstanding, respectively.