Canadian Securities & Stock Transfer forms
Share Transfer Forms and Instructions
Instructions to Transfer Shares (Certificate or Book Format) in Canada
*Please Note: If you are transferring your initial share to someone else, ensure you have completed
at least one optional cash purchase for that company as not to be canceled from the plan.
For the company of the stock being transferred, determine which is the representing Transfer Agent, then download the appropriate form below. Even if you have the share in certificate form which has the transfer declaration the back, it is HIGHLY RECOMMENDED to use the form below in case of a mistake.
Write in your full name and account number, or certificate number. Acquire a proper Signature Guarantee from a bank or broker while you date and sign it. Make sure the Bank Officer includes their Alpha-Numeric identifier. You(original owner) are the Transferor or Person executing Power. See form for specific details about Signature Guarantee. Banks should NEVER charge for a signature guarantee.
Write in the # of shares being transferred, class of shares (ex. common) and the name of Company.
Write in the transferee's (recipient) name and address. Name should be 100% exactly the same as their other registered shares to simplify their online account access. If more than one transferee, complete 1 form per person.
Include a Letter of Direction ( sample here ), stating again the transferee's name and address. If share(s) are to be taken from your DRIP Balance, BE SURE to indicate this in the letter by stating it VERY CLEARLY. Leave SIN number BLANK, transferee can submit it later.
Mail or preferably courier forms to Transfer Agent's "Stock Transfer Dept". If you live in Toronto, Montreal, or Vancouver both Computershare (Addresses) and Canadian Stock Transfer (Addresses) have offices at which you can hand in the paperwork.
Canadian Stock transfer
(formerly CIBC Mellon)
Computer Share Transfer Form
Computershare Investor Services
Attn: Stock Transfer Services
100 University Avenue, 9th floor
Toronto, ON M5J 2Y1
Equity Transfer Form
Equity Financial Trust Company
200 University Avenue, Suite 400
Toronto, ON M5H 4H1