Need a little assistance filling in forms

[milkshake]

hey there
i recently bought some BSL shares and a few days later i sold them. however today i received a form asking for my account no. for direct debit payments & TFN, and so forth.
and im confused about one thing on the form.. it ask for a signature
and it has 3 boxes

securityholder 1(individual)
(signature)
Sole director and sole company secretary/direct(delete one)

joint securityholder 2(individual)
(signature)
director/company secretary(delete one)

joint securityholder 3(individual)
(signature)

date __/__/__

and im curious do they want me to sign all 3 or just 1 specifically, also i dont understand the (delete one) can someone help me please xD

 

[cuttlefish]

Assuming that you are just an individual holder (i.e. not jointly held or held via a business etc.) then you just sign the first one that has 'Security Holder 1' above it.

 

[milkshake]

Assuming that you are just an individual holder (i.e. not jointly held or held via a business etc.) then you just sign the first one that has 'Security Holder 1' above it.

thank you for your assistance ^^

 

[Judd]

...i recently bought some BSL shares and a few days later i sold them.

The forms would seem to be in relation to payment of dividends and if you don't hold the share on the ex-dividend date then you don't get the dividend. Ergo, if you no longer hold them then you don't have to fill in the forms.

 

[adobee]

put them in the bin

 

[milkshake]

so im curious will my credit go to the commsec CCA, since i received the forms after i sold the shares

 

[Julia]

so im curious will my credit go to the commsec CCA, since i received the forms after i sold the shares

I'm not sure what you mean but if you're referring to the dividend payment, it goes to whoever bought the shares you sold. You didn't "earn the dividend" simply by buying the shares.

 

[awg]

there is only one scenario in which u need to complete the forms;

that is if you bought just before ex-div date and then sold after, entitling you to div payment

dates info available on ASX site

your sale proceeds of BSL will go into yr comsec acc regardless

 

[bellenuit]

also i dont understand the (delete one)

The Delete bit applies to which capacity you are NOT signing under. For example, if you as an individual own the shares (not jointly with someone else, or through a company), then sign the first box and draw a line through the words "Sole director and sole company secretary". Both "individual"s and "Sole director and sole company secretary"s sign in the first box, so you delete the one that doesn't apply in your case.

I don't think it matters if you don't delete the inapplicable capacity. I sometimes neglect to do it and have never been contacted to have it corrected.