Capital Gains Nomination Form
Nominate a recipient for capital gains proceeds or entitlement information. Please provide accurate details for efficient processing.
Your Full Name
*
First Name
Last Name
Your Email Address
*
example@example.com
Your Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Relationship to Nominee
*
Please Select
Self
Spouse or Partner
Child or Dependent
Parent
Other Relative
Other
Nominee's Full Name
*
First Name
Last Name
Nominee's Email Address
*
example@example.com
Nominee's Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Type of Capital Gains Asset or Entitlement
*
Please Select
Equity Shares
Mutual Funds
Real Estate
Other Securities
Other
Nomination Percentage or Portion
*
Additional Notes or Reason for Nomination
Submit Nomination
Should be Empty: