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GIFT OF STOCK TRANSFER OUR TRANSFER AGENT ACCOUNT INFORMATION Charles Schwab & Company Inc. AS Document Control PO Box 982600 El Paso, TX 799982600 Attn: Customer Service DTC# (Depository Trust Company)

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How to fill out stock gift transfer form

01

Step 1: Obtain the stock gift transfer form from the appropriate source. This could be from the stock brokerage firm or a financial institution.

02

Step 2: Fill in your personal details on the first section of the form. This typically includes your full name, address, and contact information.

03

Step 3: Provide the details of the stock to be transferred. This includes the name of the stock, the number of shares, and the stock certificate number if applicable.

04

Step 4: Indicate the receiving party's information. This could be an individual or an organization. Include their name, address, and contact details.

05

Step 5: Specify any special instructions or conditions for the transfer, if necessary.

06

Step 6: Sign and date the form to authenticate the transfer request.

07

Step 7: Submit the completed stock gift transfer form to the appropriate entity. This may require mailing the form or delivering it in person.

08

Step 8: Keep a copy of the completed form for your records.

Who needs stock gift transfer form?

01

Anyone who wishes to transfer ownership of stocks as a gift needs a stock gift transfer form. This could include individuals who want to gift stocks to family members, friends, or charitable organizations.

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What is stock gift transfer form?

Stock gift transfer form is a document used to transfer ownership of stock shares from one party to another as a gift.

Who is required to file stock gift transfer form?

The donor or the individual gifting the stock shares is required to file the stock gift transfer form.

How to fill out stock gift transfer form?

The stock gift transfer form must be filled out with details of the donor, recipient, stock shares being transferred, and any other required information before submitting it to the appropriate authorities.

What is the purpose of stock gift transfer form?

The purpose of stock gift transfer form is to officially transfer ownership of stock shares as a gift, ensuring all parties involved are aware of the transaction.

What information must be reported on stock gift transfer form?

The stock gift transfer form typically requires information such as the names and addresses of the donor and recipient, details of the stock shares being transferred, and any relevant account numbers.

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