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Where do I get the form?
You can download the form by clicking on the link below. It's in PDF so you'll need the Acrobat reader. You can get a copy of the reader from the Adobe web site if you haven't already got one.

Download CREST transfer form

What details do I need to put on the form?
In most cases, the only fields you will need to fill in are:

• Name of Undertaking e.g. Tesco PLC
• Description of Security e.g. Ord 25p
• Please complete form in type or in block capitals - write the total holding in words e.g. 'one hundred'
• Figures - write the total holding in numerically e.g. 100
• In the name(s) of - provide the name and address of the owner(s) known to the registrar
• Please sign here - All owners should sign the form where indicated.

You should also note the following:

• Please include a note with your form/s telling us your account number
• You need to fill in one CREST transfer form for each type of security
• If all certificates are for the same stock then you only need to fill in one form. The only exception to this would be if they have different designations. (Most holdings will not have any associated designation.)
• Please include a note with any former addresses registered with the Registrar. The process could be delayed if this is not included.
• Investment club holdings must be held in the names of at least 2 of the members.
• The certificates must be in the name of the Selftrade account holder or the account holder's spouse. If the certificates are in a spouse's name then the CREST transfer form should be filled in by the spouse. He or she must also write a letter telling us the certs are being 'gifted' to the Selftrade account holder.

  Download example of completed CREST transfer form

What do I do with the form once I've filled it in?
Urgent or important forms
If you are posting us something that needs to arrive as soon as possible you should use the address:

Customer Accounts Administration
Selftrade
Boatman's House
2 Selsdon Way
London E14 9LA

For valuable documents like share certificates you may also wish to consider sending these by registered mail.