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STOCK TRANSFER INSTRUCTIONS FOR CHARITABLE GIFTS TO DE LA SALE HIGH SCHOOL Please contact your broker with transfer instructions (see below) and then notify De La Sale High School (Karla Wise at Wiesel×discs.org)

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How to fill out stock transfer instructions for

01

Obtain the appropriate stock transfer form from the broker or financial institution managing your stock portfolio.

02

Fill in the required information accurately. This typically includes the names and addresses of the transferring and receiving parties, the company name and stock symbol, the number of shares being transferred, and any special instructions or conditions.

03

Attach any supporting documents required, such as a letter of authorization or proof of identity.

04

Review the completed form and ensure all information is correct and legible.

05

Sign and date the form, following any additional instructions provided.

06

Submit the filled out stock transfer instructions to the broker or financial institution according to their preferred method, which may include mailing, faxing, or submitting electronically.

07

Keep a copy of the completed form and any supporting documents for your records.

Who needs stock transfer instructions for?

01

Stock transfer instructions are required by individuals or entities who wish to transfer ownership of stocks or securities to another party.

02

This includes individuals who are selling or gifting their stocks, businesses or organizations involved in mergers or acquisitions, estate executors handling stock transfers as part of inheritance or probate processes, and financial institutions managing stock portfolios on behalf of their clients.

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