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Get the free Gift of Securities Form - crohnsandcolitis.ca

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GIFT OF SECURITIES FORM This form is to be completed by the Donor and serves as authorization and instruction to transfer specified securities to Crowns and Colitis Canada (CCC). This completed form
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How to fill out gift of securities form

01
Review the gift of securities form to understand the information required.
02
Gather all the necessary documents such as the stock certificates or other evidence of ownership.
03
Complete the personal information section including your name, address, and contact details.
04
Provide the details of the securities you wish to gift such as the stock symbol, number of shares, and their current market value.
05
Attach any supporting documentation required such as appraisals or valuations.
06
Indicate the intended purpose or use of the gift if applicable.
07
Sign and date the form.
08
Submit the completed gift of securities form to the relevant recipient or organization.

Who needs gift of securities form?

01
Individuals who wish to donate securities as a gift.
02
Donors who want to support a charitable organization or cause using securities.
03
Investors who want to take advantage of tax benefits associated with donating appreciated securities.
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It is a form used to document the giving of securities as a gift.
Anyone who gifts securities must file the form.
The form requires the details of the securities being gifted and the donor and recipient information.
The purpose is to report the giving of securities as a gift for tax and record-keeping purposes.
Information such as the type and value of securities, donor and recipient details, and date of the gift.
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