Stock Transfer Form

The stock transfer form is one of the basic documents used following incorporation of a company. It is used to record the transfer of stock from one shareholder to another.

This Stock Transfer Form is suitable for use when transferring the ownership of shares issued by a company registered in England and Wales or Scotland and includes the following elements:

• consideration
• company details
• share type and value
• current shareholders
• new shareholders
• stamp duty declaration.

The typical process for transferring shares is:

1. Current shareholder completes details of the shares being transfereed, signs and gives the Stock Transfer Form and share certificate to the transferee (and receives payment, if any).
2. Transferee completes the Stock Transfer Form, including the relevant section on stamp duty.
3. If stamp duty is payable then transferee submits fee and Stock Transfer Form to the Inland Revenue Stamp Office for stamping.
4. Transferee forwards completed (and, where relevant, stamped) Stock Transfer Form and share certificate to the company whose shares are being transferred.
5. Company cancels old share certificate, updates register of members, records details of transfer and issues new share certificate.

From 13 March 2008, transfers that attract stamp duty not exceeding £5 (whether fixed or ad valorem) are exempt and do not have to be presented for stamping. The Stamp Office helpline (telephone 0845 603 0135) can help if you need advice on whether or not you need to pay stamp duty for your share transfer.

The price of this document is £15.98. You can view a sample document here.

How to order

Choose the appropriate format for your Stock Transfer Form:

Word Template (.dot) or Word Document (.doc)