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    Free Assignment of Shares Template (PDF & Word)

    Download a ready-to-use Assignment of Shares agreement to transfer ownership rights in a company — perfect for corporate restructuring, trusts, or business sales.

    Easily Transfer Ownership of Company Shares with a Legally Sound Agreement

    An assignment of shares is a formal document used to transfer ownership of shares in a company from one party to another. Whether you're restructuring ownership, transferring to a trust, or selling to a third party, this document ensures the process is legally documented and compliant.

    Our free assignment of shares template is designed for clarity and ease of use. It includes sections for detailing the number of shares, the parties involved, effective date, and signatures — all essential for proper record-keeping and validation under corporate law.

    This document is suitable for use with both certificated and uncertificated shares and is editable in both Word and PDF formats. It can be tailored to reflect internal transfers, business sales, or shareholder changes, helping you avoid disputes or delays in share registry updates.

    What Is an Assignment of Shares?

    An assignment of shares is a legal instrument used to transfer shares from one individual or entity to another. It’s commonly used during business sales, transfers to family trusts, or changes in corporate ownership. This document provides a written record that reflects the transfer, ensuring all parties — including company registrars — can validate the change.

    What Should Be Included in the Agreement?

    A valid assignment of shares agreement should include: names and addresses of both assignor and assignee, number and class of shares being transferred, name of the issuing company, the date of transfer, and appropriate signatures. Optional clauses may include warranties, consideration value, or board resolution references.

    When Is This Document Used?

    This agreement is used in several contexts — internal shareholder restructures, transfers to a trust, sale of a business, or gifting of shares. It ensures that the change in ownership is legally recognized and can be updated in the company’s share registry. It's especially important when share certificates or capital tables must reflect the transaction.

    Assignment vs. Share Purchase vs. Gift

    Unlike a share purchase agreement, which is a full sales contract, an assignment focuses solely on the transfer of rights without extensive warranties or negotiations. It can be used for no-consideration transfers (gifts), such as to family or within a trust, or as part of a broader business transaction where terms are agreed separately.

    Ensures Transparent and Legally Compliant Share Transfers

    Without a written assignment agreement, disputes over share ownership can arise, especially in private companies where shares are not publicly traded. This document offers proof of the transfer and protects both parties by clarifying the number of shares involved, the effective date, and the parties responsible for updating corporate records.

    Editable Assignment of Shares Agreement for Private Companies

    • Pre-drafted clauses for assigning shares between individuals or entities
    • Fields for assignor, assignee, company name, share class, and number of shares
    • Signature section for both parties and optional witness signature line
    • Customizable for trust transfers, business sales, or internal restructuring
    • Compatible with both certificated and uncertificated shares

    Designed for Business Owners, Shareholders, and Corporate Administrators

    Private company owners transferring shares to a new shareholder
    Startups managing internal equity restructuring or investor changes
    Individuals assigning shares to a trust for estate or tax planning
    Lawyers and paralegals preparing client documentation for share transfers
    Corporate secretaries updating official shareholder records

    Download Your Free Assignment of Shares Template Now

    Save time and ensure legal clarity with our free Assignment of Shares template. Fully customizable for business, trust, or partnership use, this document helps you execute ownership transfers properly — with editable fields, signature lines, and all necessary legal elements in place.

    Frequently Asked Questions