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In order for us to accept further instruction(s), we will need to send us formal documentation. More information can be found in this section.
Before we can transfer or sell the shares, we need to know who is allowed to act on behalf of the estate by seeing a Grant of Representation (or 'Confirmation' in Scotland). This is a legal document issued by the probate court (often called Grant of Probate or Letter of Administration). If a Grant of Representation is not being provided, you might be able to use our Small Estate Service instead.
You can use this service if you have been issued with any of the following:
You can use this service if:
Please send one of these original documents to us, along with a covering letter including:
EQUINITI Aspect House Spencer Road, Lancing BN99 6DA UK
We take a copy of the Grant for our records and send it back to you within five working days.
1.Download the Equiniti Small Estate Declaration and Indemnity form
2.Complete the form using the guidance notes available
3.Pay the Small Estates Fees
4.Once complete, post the form back to us at:
5.We update our records
We will update the holding(s) to show the details of the person(s) authorised to act on behalf of the estate. From then on, only they can approve transfers or sales of the shares.
If you need a bit of extra support understanding the fees involved for the Small Estates Service, get in touch by email, phone or post and we will send you the form with the fees calculated for you.
You can email us to request a Small Estate Declaration and Indemnity form with the fees calculated for you.
You will receive a response within 10 business days.
Where possible, please provide the following information when contacting us:
You can call our Bereavement Helpline to request a Small Estate Declaration and Indemnity form with the fees calculated for you.:
Mon - Fri 8:30am - 5:30pm
0371 384 2793
From outside of UK
+44 121 415 0875
You can write to us to request a Small Estate Declaration and Indemnity form with the fees calculated for you.
You will receive a response within 10 working days
1
Notify us of the death
2
Confirm the details of the death
3
Transfer, Sell or Donate the shares
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Chat availability is from 8:30 am to 5:30 pm Monday to Friday, excluding public holidays in England and Wales. Please note this service will be in English only.
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