If the shareholder currently registered on the account is deceased, it is important to transfer the shares to a new owner. Although most registered shareholders received their shares in Prudential's demutualization, as a result of their Prudential policy ownership, the shares are completely separate from the policy and must be transferred through Computershare, even if you have already claimed the policy benefits.
Forms Needed to Transfer Funds to a New Owner
The forms will include a set of detailed instructions, as well as the answers to some Frequently Asked Questions, to guide you through the process.
Printable transfer forms
If you prefer to have paper forms mailed to you, please call Computershare at 800-305-9404 and select menu option 4.
If you know the shareholder's full 11-character Computershare account number (i.e. C0123456789) you may also complete the forms online or by visiting Computershare's website and selecting the box on the right labeled "Share Transfer Made Easy - Transfer Wizard". Once you complete the forms online, you will receive instructions for printing, signing, and returning the forms to Computershare for processing.
We can help
If you find you are struggling with the process of transferring the shares and would like someone to contact you, send us an email with the deceased shareholder's name, a contact name, and telephone number.