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Letter of Direction for a Gift of Publicly Traded Securities to Trinity College School Foundation OTHER PLEASE SPECIFY BELOW To: Date Initiated: (Name of Your Brokerage/Delivering Custodian) Attention:
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How to fill out a letter of direction for:

01
Begin by addressing the letter to the relevant recipient or organization. Include their name, title, and complete mailing address.
02
Clearly state the purpose of the letter of direction. This could be to authorize someone to act on your behalf, provide instructions or guidance, or request specific actions.
03
Be specific and detailed in your instructions. Use numbered bullet points or paragraphs to clearly outline what actions need to be taken or what information needs to be provided.
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Include any necessary supporting documents or references. If there are documents that need to be attached or additional information that needs to be included, make sure to mention it in the letter.
05
Sign and date the letter at the bottom. This adds formality and legitimacy to the document.
06
Make copies of the letter for your own records before sending it out.
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Send the letter via certified mail or any other reliable method that provides proof of delivery.

Who needs a letter of direction for:

01
Individuals who need to authorize someone else to act on their behalf. This could be in situations such as power of attorney, medical directive, or financial transactions.
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Businesses that need to provide specific instructions or guidelines to their employees or subcontractors.
03
Organizations or institutions that require written documentation for certain actions or decisions to be carried out.
The letter of direction serves as a formal written communication that ensures clarity and accountability in various situations.
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Bletterb of direction is used to provide specific instructions or guidelines to someone.
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The purpose of bletterb of direction is to ensure that specific instructions are communicated clearly and effectively.
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