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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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To make a gift means to give something of value to another person without expecting anything in return.
Individuals who give gifts above a certain value are required to file a gift tax return with the IRS.
To make a gift, one must fill out the appropriate gift tax return form provided by the IRS, reporting the details of the gift.
The purpose of making a gift is to transfer assets to another person while potentially reducing the donor's taxable estate.
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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