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GIFT OF MUTUAL FUNDS This form cannot be used to transfer mutual funds. Please give this original form to your broker and copy to WCC. Donor Information Donor Name(s): Street Address: City: State:
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How to fill out gift of mutual funds
How to fill out a gift of mutual funds:
01
Gather the necessary information: You will need the recipient's name, contact information, and social security number or tax identification number. You will also need information about the mutual fund, such as the fund's name, account number, and any specific instructions for gifting.
02
Contact the mutual fund company: Reach out to the mutual fund company to obtain the necessary forms for gifting. They should be able to provide you with the required paperwork or direct you to the appropriate resources.
03
Fill out the gift transfer form: Complete the gift transfer form provided by the mutual fund company. This form will typically require information about the donor (yourself), the recipient, and details about the gift, such as the amount or number of shares being transferred.
04
Provide any additional documentation: Depending on the mutual fund company's requirements, you may need to include additional documentation with the gift transfer form. This could include a letter of instruction or any specific forms requested by the company.
05
Verify and review the information: Double-check all the information you have provided on the gift transfer form. Make sure the recipient's details are accurate, and that you have filled out all necessary fields correctly. Review the form for any errors or missing information.
06
Submit the gift transfer form: Once you are confident that the form is complete and accurate, submit it to the mutual fund company. Follow the company's instructions for submission, which may involve mailing the form or submitting it online through their secure portal.
Who needs a gift of mutual funds?
01
Investors looking to help others financially: A gift of mutual funds can be a thoughtful way to provide financial assistance to loved ones, such as family members, friends, or charitable organizations. It allows the recipient to benefit from the potential growth and income of the investments.
02
Individuals interested in estate planning: For individuals who are working on their estate plans, gifting mutual funds can be a valuable strategy. It can help reduce the taxable estate while ensuring that the intended beneficiaries receive the assets and potential future earnings.
03
Donors aiming for tax advantages: Depending on the jurisdiction, gifting mutual funds may offer certain tax advantages. Consult with a tax advisor or financial professional to better understand any potential tax benefits associated with gifting mutual funds in your specific situation.
Remember to consult with a financial advisor or tax professional to ensure that gifting mutual funds aligns with your financial goals, objectives, and legal requirements.
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