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INSTRUCTIONS TO GIFT SHARES OF STOCK TO KELLY CARES FOUNDATION INC. Gifted shares of securities will be transferred to Kelly Cares Foundation Inc. via electronic transfer. Please follow the instructions
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How to fill out instructions to gift shares

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How to fill out instructions to gift shares

01
Step 1: Determine the type of shares you want to gift. This can be common shares, preferred shares, or any other type of shares.
02
Step 2: Contact your stockbroker or financial advisor to inform them about your intention to gift shares.
03
Step 3: Obtain the necessary forms or documents from your stockbroker or financial advisor to initiate the gifting process.
04
Step 4: Fill out the gift transfer form provided by your stockbroker or financial advisor. Make sure to provide accurate information about the recipient of the gift, including their name, address, and social security number.
05
Step 5: Include a cover letter or a gift letter explaining your intention to gift the shares and any special instructions or restrictions associated with the gift.
06
Step 6: Sign the gift transfer form and the cover letter, if applicable, and submit them to your stockbroker or financial advisor.
07
Step 7: Wait for the completion of the transfer process, which may take a few business days. Your stockbroker or financial advisor will notify you once the transfer is complete.
08
Step 8: Keep a copy of all the documents related to the gift for your records.

Who needs instructions to gift shares?

01
Individuals who want to transfer ownership of shares to someone else as a gift.
02
Investors who wish to share their investment portfolio with family members, friends, or charitable organizations.
03
People who want to provide financial support or investment opportunities to their loved ones by gifting shares.
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Instructions to gift shares are the set of guidelines and information required to transfer ownership of shares from one individual to another as a gift.
The individual or entity gifting the shares is required to file instructions to gift shares.
Instructions to gift shares can be filled out by providing detailed information about the shares being gifted, the recipient of the gift, and any other relevant details required for the transfer.
The purpose of instructions to gift shares is to legally transfer ownership of shares from one party to another as a gift.
Information that must be reported on instructions to gift shares includes details of the shares being gifted, the recipient of the gift, and any relevant account information.
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