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Gift of Stock Authorization Form
Thank you for your generous plans to make a gift of securities to Francis Parker School. Once you have decided on the
securities you will transfer to Parker, please
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How to fill out gift of stock authorization

How to fill out gift of stock authorization
01
Obtain the necessary gift of stock authorization form from the organization or institution that you wish to donate the stock to.
02
Fill out the gift of stock authorization form completely and accurately. Provide your personal information such as name, address, and contact details.
03
Specify the stock details including the number of shares, stock symbol or ticker, and the name of the company the stock is from.
04
Sign and date the gift of stock authorization form. Some forms may require witness signatures as well.
05
Submit the filled-out form to the organization or institution according to their instructions. This can usually be done by mail or electronically.
06
Keep copies of the filled-out form and any supporting documentation for your records.
Who needs gift of stock authorization?
01
Anyone who wishes to donate stock as a gift to an organization or institution may need gift of stock authorization. This includes individuals, corporations, foundations, and other entities.
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What is gift of stock authorization?
Gift of stock authorization is a legal document that allows an individual to transfer ownership of stock to another person as a gift.
Who is required to file gift of stock authorization?
The person transferring ownership of the stock is required to file gift of stock authorization.
How to fill out gift of stock authorization?
Gift of stock authorization can be filled out by providing details of the stock being transferred, the recipient's information, and any other required information.
What is the purpose of gift of stock authorization?
The purpose of gift of stock authorization is to legally transfer ownership of stock as a gift from one person to another.
What information must be reported on gift of stock authorization?
Information such as the stock symbol, number of shares, value of the stock, recipient's name and address, and the relationship between the transferor and the recipient must be reported on gift of stock authorization.
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