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Stock transfer form checklist

Make it Legalâ„¢ Checklist

Here are a few important steps to take to finish your document

Read the document to make sure it meets your needs. 

Remember that if you have any questions you can easily Ask a lawyer.

  1. Print out the stock transfer form. You cannot sign online.

  2. All the transferors (those selling the stock) must sign the stock transfer form.

  3. Where one director is signing the stock transfer form on behalf of the company, the signature must be witnessed.

    1. The witness must sign the stock transfer form and print their name, address and occupation.

  4. Where applicable, certificates 1 and 2 need to be signed and dated by the person(s) that signed the transfer form.

    1. Where one director is signing certificate 1 or 2, the signature must be witnessed. The witness must sign the stock transfer form and print their name, address and occupation.

Within 30 days, send your completed, signed and dated stock transfer form to HMRC.

From 25 March 2020, you should not post your stock transfer form to HMRC. Instead, email your stock transfer form (eg as a scanned PDF) to stampdutymailbox@hmrc.gov.uk.

If you cannot email your stock transfer form, you may post your document to HMRC at BT-Stamp Duty, HM Revenue and Customs, BX9 1HD, United Kingdom. Make sure not to post original copies of documents. Instead, consider sending certified copies, making sure to include your contact details.

Please note that Stamp Duty must be paid before HMRC can process the stock transfer form. Where HMRC has given a formal opinion or adjudication on how much Stamp Duty you should pay, you must include electronic versions of any agreement and supporting documents. 

For more information, read Stock transfer forms.

Please note that during the Coronavirus (Covid-19) pandemic, HMRC is not stamping stock transfer forms.  

Once HMRC has checked your form and confirmed they have received stamp duty payment, you will be sent an email or letter:

  1. confirming receipt of Stamp Duty

  2. detailing the transactions HMRC are confirming receipt for and the reference codes

  3. confirm that the stock transfer form has been duly stamped by HMRC

  4. giving assurance that HMRC will not pursue a penalty against the Registrar for registering the new ownership of the shares

You must send this letter, the stock transfer form and share certificate to the registrar of the company you have bought shares in. The address of the registrar is on the share certificate. 

The registrar will then issue you with your own share certificate.

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