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GIFT OF STOCK FORM Please complete the information below to notify the Chinese American Service League (CALL) of your gift and help ensure it is processed accurately. Please fax or email the completed

How to fill out gift of stock form

How to Fill Out Gift of Stock Form:

1. Begin by obtaining the gift of stock form from the organization or institution that will be receiving the stock donation. This form is typically available on their website or can be requested directly from their office.
2. Provide your personal information on the form, including your name, address, phone number, and email address. This information is necessary for the organization to acknowledge the donation and send any relevant tax documents.
3. Fill in the details of the stock being donated. This includes the name of the company or corporation that issued the stock, the number of shares being donated, and the stock's ticker symbol.
4. Provide the date of the stock transfer. This is important for tax purposes as the organization will need to determine the value of the stock on the day it was donated.
5. Indicate whether you have any restrictions or specific instructions regarding the use of the donated stock. This can include provisions such as using the proceeds from the sale of the stock for a particular program or cause.
6. Sign and date the gift of stock form. Some organizations may require additional signatures from a spouse or legal representative if applicable.
7. Keep a copy of the completed form for your records and submit the original to the organization according to their instructions.

Who Needs Gift of Stock Form:

1. Individuals or entities who wish to donate stocks as a charitable gift.
2. Organizations or institutions that accept stock donations.
3. Donors who want to receive tax benefits for their stock donation as the gift of stock form serves as documentation for tax purposes.

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What is gift of stock form?

The gift of stock form is a document used to report the gifting of stock or securities to another individual or entity.

Who is required to file gift of stock form?

The individual or entity making the gift of stock is required to file the gift of stock form.

How to fill out gift of stock form?

The gift of stock form typically requires information such as the donor's name, the recipient's name, the date of the gift, the number of shares transferred, and the value of the stock.

What is the purpose of gift of stock form?

The purpose of the gift of stock form is to report the transfer of stock or securities as a gift for tax and regulatory purposes.

What information must be reported on gift of stock form?

The gift of stock form must include details such as the donor's information, the recipient's information, the date of the gift, the description of the stock, the number of shares transferred, and the fair market value of the stock.