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Get the free Instructions for Gifting Securities FY19

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SuburbanHospitalFoundation 8600OldGeorgetownRoad Bethesda,Maryland20814 3018963971T 3018967894F www.suburbanhospital.org InstructionsforGiftingStock, BondsorSharesofMutualFunds Forsecuritiesheldbybankorbrokeragehouse:
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How to fill out instructions for gifting securities

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How to fill out instructions for gifting securities

01
Step 1: Obtain the necessary forms from the organization or broker through which you plan to gift securities.
02
Step 2: Fill out the donor information section of the form, providing your name, address, contact details, and any other requested information.
03
Step 3: Indicate the type and quantity of securities you wish to gift. Include details such as stock symbol, number of shares, and the date the securities were acquired.
04
Step 4: Specify the recipient organization or individual to whom you want to gift the securities. Provide their name, address, and contact details.
05
Step 5: Review the completed form to ensure accuracy and completeness.
06
Step 6: Sign and date the form to validate your gift.
07
Step 7: Submit the completed form to the organization or broker as instructed.
08
Step 8: Follow up with the organization or broker to ensure that the transfer of securities is completed successfully.

Who needs instructions for gifting securities?

01
Anyone wishing to donate securities as a charitable gift
02
Individuals or organizations looking to transfer ownership of securities to another person or entity as a gift
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Instructions for gifting securities are formal guidelines or documents that detail how to transfer ownership of securities from one individual to another, usually as a gift.
Typically, the donor (the person giving the gift) is required to file instructions for gifting securities.
To fill out instructions for gifting securities, you need to provide details such as the names and addresses of both the donor and the recipient, the type and quantity of securities being gifted, and any relevant account numbers.
The purpose of instructions for gifting securities is to ensure a clear and legal transfer of ownership, while also complying with tax regulations and record-keeping requirements.
The information that must be reported includes the donor's and recipient's information, the specifics of the securities being gifted, and any relevant tax identification numbers.
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