Get the free securities gifting to the NIU Foundation - MASTER FORMdocx - niufoundation
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For assistance contact: Jean Godless NIU Foundation Controller 8157530282 Gifting Securities Northern Illinois University Foundation Thank you for choosing to make a gift to the NIU Foundation! In
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How to fill out securities gifting to form
How to Fill Out Securities Gifting to Form:
01
Start by downloading the securities gifting to form from the official website of the relevant organization or financial institution.
02
Carefully read through the instructions provided with the form to ensure you understand the requirements and any documentation that may be needed.
03
Begin by entering your personal information in the designated sections. This may include your name, address, social security number, and contact information.
04
Identify the securities you intend to gift and provide the necessary details such as the name of the security, its ticker symbol, and the number of shares or units being gifted.
05
Indicate the date of the gift and any specific instructions or restrictions you want to place on the gifted securities, if applicable.
06
If you are transferring physical certificates, provide the necessary information related to the certificates, such as the certificate numbers.
07
If you are gifting securities held in a brokerage account, include the account number and the name of the financial institution or brokerage firm where the securities are held.
08
Specify whether the gifted securities are intended for a specific purpose or donation, such as charitable contributions.
09
If you are designating a specific recipient or organization for the gifted securities, provide their name, address, and any additional information required.
10
Review the form thoroughly to ensure all the information provided is accurate and complete. Make any necessary corrections or additions before submitting the form.
Who Needs Securities Gifting to Form:
01
Individuals who wish to gift securities to another person or organization.
02
Donors who want to make tax-exempt charitable contributions through the gifting of securities.
03
Investors or account holders who want to transfer or donate securities held in their brokerage accounts.
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What is securities gifting to form?
Securities gifting form is a document used to report the gifting of securities to the IRS.
Who is required to file securities gifting to form?
Individuals who have gifted securities valued over a certain threshold are required to file securities gifting form.
How to fill out securities gifting to form?
Securities gifting form can be filled out online or submitted by mail with the necessary information about the gifted securities.
What is the purpose of securities gifting to form?
The purpose of securities gifting form is to report the transfer of securities as a gift for tax purposes.
What information must be reported on securities gifting to form?
Information such as the description of securities, fair market value, date of gift, and relationship between donor and recipient must be reported on securities gifting form.
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