The shares of successful companies are one of the most attractive types of financial instruments. In some cases, the transfer of ownership of securities to another person is permissible. This is possible in the case of the sale of a separate share or a package of securities, as well as in some other cases, for example, when entering into inheritance rights. Registration of the inheritance of securities should be carried out in strict accordance with the requirements of the legislation.
It is necessary
- - a document proving the identity of the heir;
- - certificate of the right to inheritance.
Instructions
Step 1
Contact the authorized body (notary) to obtain a document on the right to inheritance. Such a certificate is required to make an entry in the relevant register of the transfer of ownership of shares.
Step 2
Wait for the notary to make a written request to the registering authority, which is the registrar of the particular company that issued the shares. Upon request, the registrar will provide information on the number and type of shares held on the personal account of the deceased person.
Step 3
With a certificate of inheritance in your hands, contact the specified registrar. It will not be superfluous to make sure that the registering authority has a registry license issued by the Federal Commission for the Securities Market.
Step 4
Fill out a special form to open a personal account. The signature on this document must be certified by a notary or affixed in the presence of an authorized representative of the registering authority.
Step 5
Show the representative of the registering authority the original or a notarized copy of the certificate of inheritance. Pay also for registration services (the amount of the fee is determined by the established price list of the registrar).
Step 6
After that, wait until the authorized body opens a personal account for you and transfers securities to it from the personal account of the testator. In this case, an appropriate entry will be made in the register, confirming the transfer of ownership of the securities.
Step 7
If you intend to receive dividends from shares that were not paid to the testator, contact the organization that issued the securities with a corresponding statement. Attach an extract from the register confirming the transfer of ownership and a copy of the certificate of inheritance.
