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Securities Transfer Request Form To make a gift of stock shares, please use this form to transfer the shares from your brokerage account to Good Samaritans account. 1) Complete the form below and
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What is to make a gift?
To make a gift means to give something of value to another person without expecting anything in return.
Who is required to file to make a gift?
Individuals who give gifts above a certain value are required to file a gift tax return with the IRS.
How to fill out to make a gift?
To make a gift, one must fill out the appropriate gift tax return form provided by the IRS, reporting the details of the gift.
What is the purpose of to make a gift?
The purpose of making a gift is to transfer assets to another person while potentially reducing the donor's taxable estate.
What information must be reported on to make a gift?
The value of the gift, the identity of the donor and recipient, and any relevant details must be reported on the gift tax return.
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