Get the free InterVivos Gifting of Stock Application 07-21-16

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How to fill out intervivos gifting of stock

How to Fill out Intervivos Gifting of Stock:

1. Obtain a Stock Transfer Form: To initiate the process, you will need to obtain a stock transfer form from the stock registrar or the company issuing the stock. This form is typically available on their website or can be requested by contacting their investor relations department.
2. Provide Personal and Stock Details: Fill out the stock transfer form with your personal information, including your full name, address, and contact details. You will also need to provide specific details about the stock being gifted, such as the ticker symbol, number of shares, and any relevant stock certificates.
3. Specify the Recipient: Clearly indicate the name and contact information of the person or entity receiving the gifted stock. This can be an individual, a family member, a trust, or a charitable organization. Ensure that their details are accurately recorded to avoid any issues with the transfer.
4. Include any Special Instructions: If there are special instructions regarding the transfer, such as holding the stock in a specific account or transferring it on a particular date, make sure to include those details on the form. This will ensure that the transfer is executed according to your preferences.
5. Sign and Date the Form: Once you have filled out all the necessary information, carefully review the form to ensure accuracy. Then, sign and date the stock transfer form to confirm your consent to gift the stock to the specified recipient.

Who Needs Intervivos Gifting of Stock:

1. Individuals with Estate Planning Goals: Intervivos gifting of stock can be beneficial for individuals looking to reduce their taxable estate by transferring assets, such as stocks, during their lifetime. By gifting stock, you can potentially minimize estate taxes and also maintain control over the investment while alive.
2. Family Members or Loved Ones: Intervivos gifting of stock can be used as a way to pass on wealth to family members or loved ones. This can be done to provide financial support, help with educational expenses, or simply to share the benefits of an appreciated investment.
3. Charitable Organizations: Many individuals choose to gift stocks to charitable organizations as a way to support causes they care about. By donating appreciated stock, you can potentially receive a tax deduction for the fair market value of the stock while also avoiding capital gains tax on the appreciated value.

Overall, intervivos gifting of stock can be advantageous for individuals with estate planning objectives, those wishing to support their family members or loved ones, and individuals looking to make charitable contributions. It is important to consult with a financial advisor or tax professional to understand the specific implications and requirements for your particular situation.

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What is intervivos gifting of stock?

Intervivos gifting of stock refers to the act of transferring ownership of stock from one person to another during the donor's lifetime.

Who is required to file intervivos gifting of stock?

The donor or the person making the gift is required to file intervivos gifting of stock.

How to fill out intervivos gifting of stock?

To fill out intervivos gifting of stock, the donor must accurately report the details of the gift including the value of the stock and any relevant information.

What is the purpose of intervivos gifting of stock?

The purpose of intervivos gifting of stock is to transfer ownership of the stock to another person as a gift.

What information must be reported on intervivos gifting of stock?

The information that must be reported on intervivos gifting of stock includes the value of the stock, the donor's details, the recipient's details, and the date of the gift.