CREST Transfer Form

Guidance and download

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 free copy of the reader from the Adobe website if you haven't got it already.

Download CREST transfer form (22KB)

What details do I need to put on the form?
You usually only need to fill in:

Name of Undertaking e.g. Tesco PLC
Description of Security e.g. Ord 25p
Total holding in words e.g. 'one hundred'
Figures - write the total holding in numbers e.g. 100
In the name(s) of - give the name and address of the owner(s) known to the registrar
Please sign here - sign the form where indicated.

Please also note:

You need to fill in one CREST transfer form for each type of stock holding you're transferring
If all certificates are for the same stock, you'll 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
The certificates must be in your name or your husband's or wife's name. If the certificates are in your husband's or wife's name, he or she must fill in the CREST transfer form and write a letter to confirm that the certificates are being 'gifted' to you, the Lloyds TSB Share Dealing account holder.

What do I do with the form once I've filled it in?
Once you've completed the form, please send it to:

Lloyds TSB Share Dealing
PO Box 4605
Aspect House
Spencer Road
Worthing
BN99 6QY

For valuable documents like share certificates you may want to send these by registered mail.