Get the free Gift of Securities Transfer Notification Form - depauw.edu

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You must contact your broker with instructions to transfer a gift of securities to DePaul. The purpose of this form is to notify DePaul of an anticipated transfer of securities and to indicate the

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What is gift of securities transfer?

Gift of securities transfer is the act of transferring ownership of stocks, bonds, or other investment securities as a gift to another individual or entity.

Who is required to file gift of securities transfer?

The donor or the person gifting the securities is required to file gift of securities transfer.

How to fill out gift of securities transfer?

To fill out gift of securities transfer, the donor must provide details of the securities being gifted, the recipient's information, and any relevant transfer instructions.

What is the purpose of gift of securities transfer?

The purpose of gift of securities transfer is to transfer ownership of investment securities as a gift to another party without the need for a cash transaction.

What information must be reported on gift of securities transfer?

The information that must be reported on gift of securities transfer includes the details of the securities being gifted, the donor's information, the recipient's information, and any relevant transfer instructions.

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