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Deceased Requirements For PLDT

The procedure for transferring ownership of stock shares from a deceased stockholder to their heirs involves submitting various documents to the stock transfer unit. These documents include: a letter requesting the transfer, the stock certificate, a death certificate, copies of the will or estate settlement documents, publication affidavits, identification documents for the heirs, certificates from the Bureau of Internal Revenue, and proof of tax payment.

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Julliene Abat
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617 views1 page

Deceased Requirements For PLDT

The procedure for transferring ownership of stock shares from a deceased stockholder to their heirs involves submitting various documents to the stock transfer unit. These documents include: a letter requesting the transfer, the stock certificate, a death certificate, copies of the will or estate settlement documents, publication affidavits, identification documents for the heirs, certificates from the Bureau of Internal Revenue, and proof of tax payment.

Uploaded by

Julliene Abat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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PROCEDURE FOR TRANSFER OF OWNERSHIP OF SIP SHARES FROM THE

ESTATE OF THE DECEASED STOCKHOLDER TO HIS/HER HEIRS

1. The heir/s, administrator or executor of the deceased stockholder shall submit the
following documents to the Stock Transfer Unit, Rizal Commercial Banking
Corporation, Ground Floor West Wing, 221 Grepalife Building. Sen. Gil Puyat
Avenue, Makati City (the "Transfer Agent"):

(a) Letter from the heir/s, administrator or executor requesting the transfer of the SIP
Shares to the heir/s;

(b) Stock certificate registered in the name of the deceased stockholder;

(c) Certified True Copy of Death Certificate;

(d) If there is a will, a certified true copy of the will, letters testamentary or letters of
administration;

(e) Affidavit of Publication of the letters of testamentary of administration once a


week for three (3) consecutive weeks in a newspaper of general circulation;

(f) If there is no will, a certified true copy of the Extrajudicial Settlement of Estate or
Affidavit of Self Adjudication, as the case may be;

(g) Affidavit if Publication of affidavit of self adjudication of Deed of Extrajudicial


Settlement published once a week for three (3) consecutive weeks in a newspaper
of general circulation;

(h) Specimen Signature Cards of all the heir/s;

(i) Photocopy of one (1) valid government-issued identification card with photograph
and signature of each of the heirs or photocopy each two (2) valid non-
government-issued identification cards with photograph and signature of each of
the heirs;

(j) Certificate Authorizing Registration issued by the Bureau of Internal Revenue

(k) Tax Clearance Certificate issued by the Bureau of Internal Revenue;

(1) Proof of payment of Documentary Stamp Tax.

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