How do I close a Commonwealth Direct Investment Account (CDIA) where the CommSec customer has passed away?
Form. Need more support? Find more information on estate management with Commonwealth Bank.
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What happens to a CommSec account when the owner passes away?
If you have recently lost someone close to you, we understand this may be a very difficult time. Please visit our Estate Management page for a step by ...
The person I share a CommSec joint account with has passed away. How do I transfer these shares into my sole name?
be ‘locked’ on initial notification of a deceased estate. This means shares cannot be transferred or sold until all requirements have been satisfied. ...
What is a W-8 form and why do I need to complete one?
A W-8 form is a U.S. Internal Revenue Service form that allows foreign investors to declare their tax residency, which may entitle them to claim ...
How do I transfer shares into my CommSec International Shares Account?
You can transfer these shares into CommSec by completing the Position and Account Transfer In Form. To complete this form:
What do I need to do before I place a buy order on my International Shares Account?
the Transfer Funds page You have a valid U.S. Tax Form (W-8BEN or W-8BEN-E) on file, even if you are placing your trade in a non-U.S. market.
Contact-Us
Securities Locked Bag 22 Australia Square NSW 1215
Can I refinance a Margin Loan held with another provider?
Margin Loan you will need to fill in a refinance form, which you can download here and return to CommSec as per the details on the form. You will ...
How do I transfer shares from another broker to CommSec?
(Client ID and password) to download the share transfer form.
How do I accept a takeover or buyback?
signed and completed Takeover or Buyback acceptance form and email it to shares@commsec.com.au Post: You can post a copy of your signed and ...