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GIFT OF SECURITIES FORM Gifts of publicly traded Securities are to be transferred to The Study School Foundation through TD Waterhouse: (Canadian Account 6HH004A or U.S. Account 6HH004B) (FINS T007)

How to fill out gift of securities form

How to fill out gift of securities form:

1. Gather all relevant information: Collect all necessary information about the securities you are planning to donate, such as the type, number of shares, and their current market value.
2. Obtain the form: Contact the organization or institution to which you wish to donate the securities and request a gift of securities form. They may have the form available for download on their website or can send it to you via email or regular mail.
3. Complete personal details: Fill in the required personal information on the form, including your full name, address, contact information, and social security number or taxpayer identification number.
4. Provide securities details: Enter the details of the securities you intend to donate, including the name of the company, the number of shares, and any other relevant information requested on the form.
5. Choose the purpose of the donation: Indicate the purpose of your donation, whether it is for a specific program, project, or general use of the organization.
6. Determine the delivery method: Decide how you will transfer the securities to the organization. This can typically be done through electronic transfer or by physically mailing the stock certificates to the organization's designated broker or transfer agent.
7. Sign and date the form: Review the completed form for accuracy and sign and date it as required. Make sure to read any disclaimers or additional instructions provided on the form.
8. Submit the form: Submit the gift of securities form to the organization or institution by following the instructions provided. This may involve mailing the form, emailing a scanned copy, or submitting it through an online portal if applicable.

Who needs gift of securities form:

1. Individuals or investors who wish to donate securities to a charitable organization.
2. Donors who want to take advantage of potential tax benefits associated with donating appreciated securities.
3. Charitable organizations or institutions that accept donations in the form of securities.

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What is gift of securities form?

The gift of securities form is a document used to transfer ownership of stocks, bonds, or other securities as a gift to another individual or organization.

Who is required to file gift of securities form?

Anyone who is transferring ownership of securities as a gift is required to file a gift of securities form.

How to fill out gift of securities form?

To fill out the gift of securities form, you will need to provide information about the securities being gifted, the recipient of the gift, and any other relevant details.

What is the purpose of gift of securities form?

The purpose of the gift of securities form is to officially transfer ownership of securities as a gift and to ensure that the transfer is properly recorded.

What information must be reported on gift of securities form?

The gift of securities form typically requires information about the securities being gifted, their value, the donor and recipient of the gift, and any other relevant details.