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PO Box 479 Dubuque, IA 520040479 (563) 556 2580 www.OurFaithSTO.org Stock Contribution Instructions Updated 3/30/15 OVERVIEW A contribution of common stock to the STO program is a win-win situation.
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How to fill out stock bcontributionb instructions

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How to fill out stock contribution instructions:

01
Start by reviewing the stock contribution form provided by your employer or financial institution. Make sure you have all the necessary documents such as your account information, stock certificates, and any additional forms required.
02
Carefully read the instructions provided on the form. Pay attention to any specific guidelines or requirements outlined by your employer or financial institution. It's important to follow these instructions accurately to avoid any delays or errors in the stock contribution process.
03
Fill in your personal information as required on the form. This may include your name, address, social security number or Tax Identification Number, and contact information. Double-check the accuracy of these details to ensure they match your records.
04
Provide the details of the stock you wish to contribute. This typically includes the stock symbol, number of shares, and the date of your intended contribution. Make sure to enter this information accurately to avoid any issues with the transfer.
05
If you have physical stock certificates, you may need to sign and endorse them as per the instructions on the form. Follow the guidelines provided to ensure that your stock certificates are properly endorsed and ready for transfer.
06
If there are any additional forms or documentation required, ensure that you complete them properly and attach them to the stock contribution form. This may include a consent form, transfer request form, or any other supporting documents specified by your employer or financial institution.

Who needs stock contribution instructions:

01
Employees participating in an employer-sponsored stock contribution program. These instructions are typically provided to employees who have the option to contribute a portion of their salary in the form of stock to their retirement or investment accounts.
02
Individuals who want to transfer or contribute stock to their brokerage or investment accounts. Stock contribution instructions may be required by individuals who wish to transfer their stock holdings from one account to another or contribute stock as part of their investment strategy.
03
Participants in stock purchase plans or stock option plans. Stock contribution instructions are often necessary for individuals who are taking part in employee stock purchase plans or stock option plans and need to contribute or transfer stocks as per the terms of these plans.
Overall, anyone who is considering contributing or transferring stocks should carefully review and follow the stock contribution instructions provided by their employer or financial institution to ensure a smooth and accurate process.
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Stock contribution instructions refer to the guidelines provided for individuals or entities to follow when contributing stocks to a company or organization.
Individuals or entities that are making stock contributions are required to file stock contribution instructions.
Stock contribution instructions can typically be filled out by providing information such as the name of the contributor, details of the stocks being contributed, and any other relevant information requested on the form.
The purpose of stock contribution instructions is to ensure that all necessary information regarding stock contributions is properly documented and submitted for record-keeping and compliance purposes.
Information that may need to be reported on stock contribution instructions includes details of the stocks being contributed, their value, the date of contribution, and the name of the contributor.
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