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Share transfers
Standard share transfers
The following documents will be required for share transfers:
- Letter of Instruction providing Imperial's transfer agent, Computershare Trust Company of Canada (“Computershare”), with a complete list of the name(s) and address(s) to which they are to transfer the holdings, as well as the denominations of the certificate(s) required. Please also include the social insurance number / social security number / tax payer ID number.
- Original certificate(s) / Ownership Statement(s) / DRS Advice(s).
- Securities Transfer Form completed with the signature(s) on this form corresponding with all the name(s) as written upon the face of the certificate(s), in every way, without alteration or enlargement, or any change whatsoever. If any holdings to be transferred are held in Imperial’s Dividend Reinvestment and Optional Share Purchase Plan, please include on the form “any and all Dividend Reinvestment Plan shares”.
The signature(s) on this form must be guaranteed by one of the following methods:
Canada and the USA: A Medallion Signature Guarantee obtained from a member of an acceptable Medallion Signature Guarantee Program (STAMP, SEMP, MSP). Many commercial banks, savings banks, credit unions, and all broker dealers participate in a Medallion Signature Guarantee Program. The Guarantor must affix a stamp bearing the actual words “Medallion Guaranteed” and containing a unique number with a letter prefix based on the dollar value of the security.
Canada: A Signature Guarantee can be obtained from the Royal Bank of Canada, Scotia Bank or TD Canada Trust. The Guarantor must affix a stamp bearing the actual words “Signature Guaranteed”, sign and print their full name and alpha numeric signing number.
Outside North America: For holders located outside North America, present the certificate(s) and/or document(s) that require a guarantee to a local financial institution that has a corresponding Canadian or American affiliate which is a member of an acceptable Medallion Signature Guarantee Program. The corresponding affiliate will arrange for the signature to be over-guaranteed.
The Computershare Guarantee Alternative Program (GAP): You may be eligible to utilize the Computershare Guarantee Alternative Program (GAP) in place of the STAMP if the total market value of stock is under CA $12,500. Please contact Computershare at 1-877-296-3716 (514-982-7685 local) to obtain instructions on how to proceed.
**Click here to access the Securities Transfer Form and obtain all the required information.**
Please forward the documents outlined above to the following address:
Computershare Investor Services
Attn: Stock Transfer Services
100 University Avenue, 8th floor, North Tower
Toronto, ON M5J 2Y1
It is recommended that if forwarded by mail, it is sent by registered mail.
Please note that transfer fees may apply.
For contact information, visit Computershare through the self-service online portal at www.investorcentre.com/imperial
Estate share transfers
The following documents will be required to transfer share certificates to the name of an estate or beneficiaries:
- Quebec:
- Notarial Will or Probate with Certified Copy of Will.
- Other than Quebec:
- Original or Court Certified Copy of Letters Probate or Letters of Administration. If a Notarial or Office Copy is also furnished, the original or Court Certified Copy will be returned.
- Declaration of Transmission completed by the Executor(s) or Administrator(s) sworn before a Commissioner for Oaths or a Notary Public who must then affix their seal.
- Certified copy of the Death Certificate.
- A completed Power of Attorney form endorsed by all the Executor(s) or Administrator(s). The signature(s) on the Power of Attorney should be completed in the presence of an authorized officer of a chartered bank, trust company or broker who is authorized to guarantee signatures. (This means that the signature specimen of the guarantor is filed under a resolution and held on file at the offices of all agents and similar institutions.)
- The full name and address of the beneficiary(ies) with their corresponding Social Insurance or Tax Identification Number.
For assistance in obtaining these documents, visit Computershare through the self-service online portal at www.investorcentre.com/imperial or by phone, toll free at 1-877-296-3716 (514-982-7685 local).
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