Get the free 2017 Gift of Shares Transfer Form - Diocese of Niagara

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 the necessary forms for reporting the gift of shares for the year 2017.
2. Fill out the donor's information accurately, including their name, address, and social security number.
3. Provide details about the shares being gifted, such as the number of shares, their value at the time of the gift, and the date of the gift.
4. Include information about the recipient of the gift, including their name and social security number.
5. Sign and date the form, and attach any additional required documents, such as a letter of instruction or stock certificate.
6. Review the completed form for accuracy and make copies for your records.
7. Submit the filled-out form and any supporting documents to the appropriate tax authority by the specified deadline.

Who needs 2017 gift of shares?

1. Anyone who has made a gift of shares in the year 2017 needs to fill out the 2017 gift of shares. This includes individuals, trusts, or estates that have transferred ownership of shares to another person or entity without receiving payment in return.

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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 person to another as a gift, without any consideration or payment involved.

Who is required to file gift of shares transfer?

The donor, who is the person giving the shares as a gift, is typically required to file the gift of shares transfer.

How to fill out gift of shares transfer?

To fill out a gift of shares transfer, you need to complete the necessary forms provided by the relevant regulatory authority, including information about the donor, recipient, and details of the shares being transferred.

What is the purpose of gift of shares transfer?

The purpose of gift of shares transfer is to legally document the transfer of shares as a gift, which can have tax implications and ensure that ownership is correctly recorded.

What information must be reported on gift of shares transfer?

The information that must be reported includes the names and addresses of the donor and recipient, the number of shares being transferred, and the fair market value of the shares at the time of transfer.