Overview
If one of the joint account holders has passed away, the surviving account holder can have the shares transferred to a new individual trading account under the survivorship rule.
Steps to transfer shares
- Submit a new individual trading account application for the surviving account holder.
- Provide the following documentation:
- An original certified copy of the death certificate
- A completed Bell Direct Account Closure form to close the joint trading account
- Submit your application and documents to Bell Direct for processing.
Once received, Bell Direct will transfer the shares to your new account under the survivorship rule.
Need help?
If you have any questions or need assistance, please contact our support team via Live Chat or call us on 1300 786 199.
Phone support is available Monday to Friday, from 8:00 am to 5:30 pm (Sydney time).
Live Chat support is available Monday to Friday, from 9:15 am to 6:30 pm (Sydney time).