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Instructions for the Gift of Paper Securities Attached is my irrevocable transfer for the attached securities to the American Lung Association. I hereby assign and transfer to the American Lung Association:
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First, open the gift-of-securities-form-3doc file
02
Next, read the instructions provided on the form carefully
03
Fill in your personal information requested in the form, such as name, address, and contact details
04
Indicate the type and quantity of securities you wish to gift
05
Provide the necessary details of the securities, such as the name of the issuer and the CUSIP number
06
Indicate whether you want to contribute the securities outright or retain them in a donor-advised fund
07
If you choose to retain them in a donor-advised fund, provide the name of the fund and any additional instructions
08
Sign and date the form
09
Submit the completed gift-of-securities-form-3doc to the designated recipient or organization
Who needs gift-of-securities-form-3doc?
01
Any individual or entity who wishes to make a gift of securities can use the gift-of-securities-form-3doc. This form is typically needed by donors who want to donate stocks, bonds, or other securities to a charitable organization or individual. It helps ensure a smooth and documented transfer of ownership and provides the necessary information for tax purposes.
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What is gift-of-securities-form-3doc?
Gift-of-securities-form-3doc is a document used for reporting gifts of securities to the appropriate tax authorities.
Who is required to file gift-of-securities-form-3doc?
Individuals or entities who have gifted securities during the tax year are required to file gift-of-securities-form-3doc.
How to fill out gift-of-securities-form-3doc?
Gift-of-securities-form-3doc can be filled out by providing information about the gifted securities, including details such as the type of security, date of gift, fair market value, and recipient.
What is the purpose of gift-of-securities-form-3doc?
The purpose of gift-of-securities-form-3doc is to report and disclose gifts of securities for tax purposes.
What information must be reported on gift-of-securities-form-3doc?
The information that must be reported on gift-of-securities-form-3doc includes details of the gifted securities, fair market value at the time of gifting, and recipient information.
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