The Stock Transfer Ledger form is a crucial document used by corporations to track the issuance and transfer of stock shares. This form provides a detailed record of stockholders, including their names, addresses, and the number of shares they own. By maintaining an accurate ledger, corporations ensure compliance with regulations and facilitate smooth ownership transitions.
The Stock Transfer Ledger form serves as an essential record-keeping tool for corporations, particularly when it comes to tracking stock ownership and transfers. This form captures vital information about each stockholder, including their name and place of residence. It also details the certificates issued, noting the certificate numbers, dates, and the number of shares issued. When shares are transferred, the form requires specific entries about the transferor, indicating from whom the shares were transferred, and if it is an original issue. Additionally, it records the amount paid for the shares and the date of the transfer. The recipient of the shares is also documented, ensuring clarity in ownership changes. Certificates surrendered during the transfer process are noted, along with their respective certificate numbers. Finally, the form provides a balance section that reflects the total number of shares held by each stockholder after the transfer. This comprehensive approach ensures that all stock transactions are accurately tracked and maintained, fostering transparency and accountability within the corporation.
Stock Issuance/Transfer Ledger for _____________________________________________________
(Enter Corporation’s Name)
Name of Stockholder
Place of Residence
Certificates Issued
Cert.
No. of
Date
No.
Shares
Issued
From Whom Shares Were Transferred (If original issue, enter as such.)
Amount
Paid
Thereon
Date of
Transfer
of Shares
To Whom Shares Were Transferred
Certificates
Surrendered
Number of Shares Held (Balance)
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When filling out and using the Stock Transfer Ledger form, keep these key takeaways in mind: