Get the free GIFT OF SECURITIES FORM v-2015-12-07 - thestudy qc

GIFT OF SECURITIES FORM Instructions for donations of securities to the account of The Study School Foundation managed by RBC Phillips Eager & North Investment Counsel Inc. Receiving Institution Information:

How to fill out gift of securities form

How to fill out gift of securities form

1. Obtain a gift of securities form from the organization/charity you wish to donate to.
2. Fill out the personal information section of the form, including your name, address, and contact details.
3. Provide the details of the securities you want to donate, such as the type (stocks, bonds, etc.), number of shares, and their current value.
4. Indicate whether you want to donate the securities as a one-time gift or on an ongoing basis.
5. If you wish to receive a tax receipt for your donation, ensure you include your social security or tax identification number.
6. Sign and date the form, and if necessary, have any required witness signatures.
7. Submit the completed gift of securities form to the organization/charity as per their instructions.

Who needs gift of securities form?

1. Individuals or entities who wish to donate securities to a charitable organization or non-profit may need a gift of securities form. This form is typically required by the receiving organization to properly process and acknowledge the donation. It helps facilitate the transfer of securities and ensures the donor receives any applicable tax benefits. Thus, individuals, corporations, or anyone interested in making a donation of securities may need to fill out a gift of securities form.

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What is gift of securities form?

The gift of securities form is a document used to transfer ownership of securities to another party as a gift.

Who is required to file gift of securities form?

Anyone who wishes to gift securities to another party is required to file the gift of securities form.

How to fill out gift of securities form?

The gift of securities form must be filled out with details of the securities being gifted, the recipient's information, and any other required information.

What is the purpose of gift of securities form?

The purpose of the gift of securities form is to officially transfer ownership of securities as a gift to another individual or entity.

What information must be reported on gift of securities form?

The gift of securities form typically requires details such as the type and quantity of securities being gifted, the recipient's name and contact information, and any relevant account numbers.