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THE UNIVERSITY OF BRITISH COLUMBIA ENDOWMENT TRANSFER REQUEST FORM Endowment Management Policy 113 Purpose Use this form to request for non-research related transfer involving the endowment fund.
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How to fill out endowment transfer request form
How to fill out endowment transfer request form:
01
Obtain the form: The endowment transfer request form can usually be obtained from the respective financial institution or organization managing the endowment. It may also be available for download on their website.
02
Fill in your personal information: Provide your full name, contact information, and any other required personal details as requested on the form.
03
Indicate the endowment details: Specify the name of the endowment, its account number, and any other relevant identification details.
04
State the transferring institution: If you are transferring the endowment from one financial institution to another, mention the details of the transferring institution, such as its name, address, and account number.
05
Specify the receiving institution: Similarly, if you are transferring the endowment to a specific financial institution, provide the details of the receiving institution.
06
Mention the transfer amount: State the exact amount you wish to transfer from the endowment. Ensure accuracy and double-check the figures.
07
Provide any additional instructions: If there are specific instructions or requests related to the transfer, include them in the designated section of the form.
08
Review and sign: Carefully review all the information you have provided on the form. Ensure that everything is accurate and complete. Sign the form, confirming that the information provided is true and accurate.
09
Submit the form: Once the form is completed, submit it to the appropriate financial institution or organization as instructed.
Who needs endowment transfer request form?
01
Individuals with an existing endowment account who wish to transfer it to another financial institution.
02
Financial institutions or organizations that manage endowments on behalf of individuals or entities.
03
Individuals or entities receiving an endowment transfer and requiring documentation of the transaction.
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What is endowment transfer request form?
The endowment transfer request form is a document used to request the transfer of endowment funds from one entity to another.
Who is required to file endowment transfer request form?
Any individual or organization looking to transfer endowment funds is required to file the endowment transfer request form.
How to fill out endowment transfer request form?
To fill out the endowment transfer request form, provide all requested information accurately and completely, including details of the transfer and reasons for the request.
What is the purpose of endowment transfer request form?
The purpose of the endowment transfer request form is to initiate the transfer of endowment funds in a formal and documented manner.
What information must be reported on endowment transfer request form?
The endowment transfer request form must include details of the funds being transferred, the reason for the transfer, and contact information for both the sending and receiving entities.
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