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2014 Gift of Securities TRANSFER FORM TRANSFER INSTRUCTIONS 1. Please complete both pages of this form, ensure that it is signed and fax it to the attention of Planned Giving Officer at (403) 9438877×.

How to fill out b2014b gift of securities

How to fill out b2014b gift of securities:

1. Start by downloading the b2014b form from the designated website or obtain a physical copy from the relevant tax authority.
2. Read the instructions carefully to understand the requirements and gather all the necessary information and documents.
3. Fill in your personal details, including your name, address, social security number, and contact information, in the designated fields.
4. Provide information about the securities being gifted, such as the name of the security, the number of shares or units, and their fair market value at the time of the gift.
5. Include the name and address of the organization or charity to which you are making the gift of securities.
6. Indicate whether the gift is an outright gift or a partial interest gift.
7. Sign and date the form, certifying that the information provided is accurate and complete.
8. Make a copy of the filled-out form for your records and submit the original form to the relevant tax authority, following their instructions for submission.

Who needs b2014b gift of securities:

1. Individuals who wish to donate securities to eligible organizations or charities may need to fill out the b2014b gift of securities form.
2. Organizations or charities that receive gifts of securities may require this form from individuals making such donations.
3. Individuals who want to claim tax benefits or deductions for their gift of securities may need to provide this form as supporting documentation to the tax authority.

For pdfFiller’s FAQs

What is b2014b gift of securities?

B2014b gift of securities refers to the donation of stocks, bonds, or other securities to a charitable organization.

Who is required to file b2014b gift of securities?

Individuals who have made a gift of securities valued over a certain threshold are required to file b2014b gift of securities with the appropriate tax authorities.

How to fill out b2014b gift of securities?

To fill out b2014b gift of securities, individuals need to provide details about the securities gifted, their value, the recipient charitable organization, and other relevant information.

What is the purpose of b2014b gift of securities?

The purpose of b2014b gift of securities is to report and document donations of securities for tax and record-keeping purposes.

What information must be reported on b2014b gift of securities?

Information such as the type of securities gifted, their value at the time of donation, the date of the gift, and the recipient charitable organization must be reported on b2014b gift of securities.

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