Fill in the number(s) on the certificate(s) or the account number on the security ownership statement. Sign and date the form(Transfers cannot be post-dated).Declaration of Transmission. Access information for Travis Perkins shareholders on buying and selling shares, company registrars, dividends and electronic communication. The purpose of an estate freeze is to transfer to other persons (children, grandchildren, key employees) the future increase in value of the assets. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sign the Share Transfer Form: Both the transferor and transferee must sign the completed Share Transfer Form in the presence of witnesses. Is he moving out of ownership? I ended up selling the stocks on the sender account to avoid tax nonsense down the line considering my positions were long term holds. Upvote What are the steps involved in transferring shares?