Stanford University Securities Transfer Request Form 2013 free printable template

Stanford University Securities Transfer Request Form Shares can be transferred directly from your brokerage account to Stanford s account. Send a signed and completed copy to your broker. Only your

How to fill out Stanford University Securities Transfer Request Form

How to fill out Stanford University Securities Transfer Request Form

1. Obtain the Stanford University Securities Transfer Request Form from the Stanford website or financial office.
2. Fill in your personal information, including your name, address, and contact details at the top of the form.
3. Provide details of the securities you wish to transfer, including the name of the security, the number of shares, and relevant identification numbers.
4. Indicate whether the transfer is a gift, sale, or donation by checking the appropriate box.
5. If applicable, include details of the recipient's information if you are transferring to another individual or entity.
6. Sign and date the form to authorize the transfer.
7. Submit the completed form to the Stanford financial office or the designated department via their preferred submission method.

Who needs Stanford University Securities Transfer Request Form?

1. Individuals or entities wanting to transfer securities to Stanford University.
2. Donors making a charitable contribution in the form of securities.
3. Employees or stakeholders involved in the transfer of stocks or other financial assets to the university.

People Also Ask about

What is a gift security?

A charitable contribution of stocks, bonds and/or mutual funds that have realized significant appreciation over time is one of the most tax-efficient ways to give. Download our simple instructions on how to transfer a gift security directly to the Foundation.

What is a gift of security?

By donating publicly traded securities, you eliminate the capital gains tax that you would have to pay if you sold the securities and then donated the proceeds. You will also receive a charitable tax receipt for your donation. You can give now or as part of your Estate and Will planning.

How does gifting securities work?

Stocks can be given to a recipient as a gift whereby the recipient benefits from any gains in the stock's price. Gifting stock from an existing brokerage account involves an electronic transfer of the shares to the recipients' brokerage account.

Does Stanford accept donation?

Whether you are making an outright gift or a planned gift, Stanford welcomes many types of assets, including cash, publicly traded securities, non-publicly traded assets, real estate, retirement plans, life insurance policies, and other possibilities.

How do I make a donation to Stanford?

The fastest way to give to Stanford is to make a gift online. You can also call us with your credit card information toll-free at (866) 543-0243; or, if you're calling from outside the United States, (650) 724-0627. We can be reached Monday through Friday, 8 a.m. to 5 p.m. Pacific Time.

How do I give a gift to Stanford?

The fastest way to give to Stanford is to make a gift online. You can also call us with your credit card information toll-free at (866) 543-0243; or, if you're calling from outside the United States, (650) 724-0627. We can be reached Monday through Friday, 8 a.m. to 5 p.m. Pacific Time.

How do I give a gift as a donation?

If you would like donations in lieu of gifts, you can say: This year, if you plan on gifting our family anything, we'd appreciate a donation made out to (insert charity name). This charity is close to our heart and it would mean a lot to us if you donated to them instead of gifting us anything.

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What is Stanford University Securities Transfer Request Form?

The Stanford University Securities Transfer Request Form is a document used to facilitate the transfer of securities, such as stocks or bonds, to or from Stanford University.

Who is required to file Stanford University Securities Transfer Request Form?

Individuals or entities wishing to transfer securities to or from Stanford University are required to file this form.

How to fill out Stanford University Securities Transfer Request Form?

To fill out the form, provide the necessary details such as the name of the donor or transferor, the type of securities being transferred, the quantity, and any pertinent account information.

What is the purpose of Stanford University Securities Transfer Request Form?

The purpose of the form is to ensure proper documentation and processing of securities transfers in a manner compliant with Stanford University's policies and regulatory requirements.

What information must be reported on Stanford University Securities Transfer Request Form?

The form must report the name and contact information of the transferor, details of the securities including type and quantity, and the intended recipient at Stanford University.