Get the free Gift of Securities Transfer Notification Form

GIFT OF SECURITIES Notification of Transfer ensure prompt and accurate receipting of your donation, prior to transferring securities to Medical Alumni Association's brokerage account, please email

How to fill out gift of securities transfer

How to fill out gift of securities transfer

1. Step 1: Gather the necessary information such as the donor's contact information, the name of the securities being transferred, and the number of shares.
2. Step 2: Contact the recipient organization and request their gift of securities transfer form.
3. Step 3: Fill out the form by providing all the required information. Make sure to include the donor's name, contact information, the type and quantity of securities being transferred, and any additional instructions.
4. Step 4: Attach any supporting documents required by the recipient organization, such as a letter of authorization or a copy of a recent statement from your broker.
5. Step 5: Review the completed form and supporting documents for accuracy and completeness.
6. Step 6: Submit the filled-out form and any other requested documents to the recipient organization. You may do this by mail, fax, email, or through their online submission portal.
7. Step 7: Keep copies of all the submitted documents for your records.
8. Step 8: Follow up with the recipient organization to ensure the gift of securities transfer is processed successfully.

Who needs gift of securities transfer?

1. Individuals or organizations who wish to donate securities instead of cash can use the gift of securities transfer.
2. Donors who want to take advantage of the tax benefits associated with donating securities may choose to utilize this method.
3. Charitable organizations that accept gifts of securities and have the infrastructure in place to handle such transfers are potential recipients.

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What is gift of securities transfer?

A gift of securities transfer is the process of transferring ownership of stocks, bonds, or other financial securities as a gift to another individual or entity, without receiving compensation in return.

Who is required to file gift of securities transfer?

The donor, or the individual who is gifting the securities, is required to file the gift of securities transfer.

How to fill out gift of securities transfer?

To fill out a gift of securities transfer, the donor must provide details such as the donor's name and address, the recipient's name and address, a description of the securities being transferred, their fair market value, and the date of the transfer.

What is the purpose of gift of securities transfer?

The purpose of a gift of securities transfer is to facilitate the transfer of ownership of securities from one person to another without a sale, often for personal, family, or charitable reasons.

What information must be reported on gift of securities transfer?

The information that must be reported includes the names and addresses of both the donor and recipient, the type and quantity of securities, their fair market value at the time of transfer, and the date of the transfer.