Get the free 2017 Gift of Shares Transfer Form

GIFT OF PUBLICLY TRADED SECURITIES TO THE SYNOD OF THE DIOCESE OF NIAGARA 252 James Street North, Hamilton Ontario L8R 2L3 Registered Charitable Number: 108099771RR0001 Donor Name(s): (Your tax receipt

How to fill out 2017 gift of shares

How to fill out 2017 gift of shares

1. Obtain a copy of the 2017 gift of shares form.
2. Fill in the personal information section, including your name, address, and social security number.
3. Provide details about the shares you are gifting, such as the company name, stock symbol, and number of shares.
4. Indicate the fair market value of the shares on the date of the gift.
5. Attach any supporting documentation, such as a stock certificate or statement showing ownership of the shares.
6. Sign and date the form.
7. Submit the completed form to the appropriate recipient or organization, as specified by your local tax authority.

Who needs 2017 gift of shares?

1. Anyone who has gifted shares of stocks or securities during the year 2017 needs to fill out the 2017 gift of shares form. This includes individuals who have made charitable donations, transferred ownership to family members, or engaged in other forms of gifting. Filling out this form is necessary for tax purposes, as it helps document the transfer of ownership and calculate the appropriate tax liabilities or deductions.

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What is gift of shares transfer?

A gift of shares transfer refers to the process of transferring ownership of shares from one individual to another without any exchange of money or consideration involved.

Who is required to file gift of shares transfer?

Both the donor (the person giving the shares) and the recipient (the person receiving the shares) may be required to file a gift of shares transfer, depending on the value of the shares and local tax regulations.

How to fill out gift of shares transfer?

To fill out a gift of shares transfer, you typically need to complete a transfer form provided by the issuing company or stock transfer agent, detailing the number of shares, the names and signatures of the donor and recipient, and any other required information.

What is the purpose of gift of shares transfer?

The purpose of gift of shares transfer is to enable the donor to give shares as a gift to another person, typically for personal reasons such as family support, estate planning, or charitable contributions.

What information must be reported on gift of shares transfer?

The information that must be reported typically includes the names and addresses of the donor and recipient, the number of shares being transferred, the description of the shares, and the date of the transfer.