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GIFT OF SECURITIES LETTER OF AUTHORIZATIONPlease follow these steps:Donor Information Name 1) Complete this forwardness 2) Send a copy to your broker will arrange the transfer of shares to the CHEN
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How to fill out gift of securities letter
How to fill out gift of securities letter
01
Begin the letter by writing your name, address, and contact information at the top left corner of the letter.
02
Leave a blank line and write the date beneath your contact information.
03
On the left side, below the date, write the recipient's name, address, and contact information.
04
Leave a blank line and write a salutation, such as 'Dear [Recipient's Name],' followed by a colon.
05
Start the letter with an introductory paragraph mentioning your intention to gift securities.
06
In the following paragraphs, provide detailed information about the securities being gifted, such as the type, number of shares, and their value.
07
Explain the purpose or reason for the gift, whether it is a charitable donation or a personal gesture.
08
If required, include any legal or regulatory information regarding the transfer of securities.
09
Close the letter with a polite and professional closing, such as 'Sincerely,' or 'Best regards,'.
10
Sign your name below the closing and type your name underneath the signature.
11
Optionally, include any attachments or supporting documents along with the letter.
12
Proofread the letter for any grammatical or spelling errors before sending it.
13
Save a copy of the letter for your records.
Who needs gift of securities letter?
01
Individuals who wish to gift securities to another person or organization may need a gift of securities letter.
02
Charitable organizations that accept securities as donations may also require a gift of securities letter from the donor.
03
Financial institutions or brokerages may request a gift of securities letter to process the transfer of securities.
04
Lawyers or tax professionals who are assisting in the gifting of securities may use gift of securities letters for documentation purposes.
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What is gift of securities letter?
A gift of securities letter is a document that allows a donor to transfer ownership of securities to a recipient as a gift.
Who is required to file gift of securities letter?
The donor who is transferring ownership of the securities is required to file the gift of securities letter.
How to fill out gift of securities letter?
The gift of securities letter should include details of the securities being transferred, the donor's information, the recipient's information, and any specific instructions for the transfer.
What is the purpose of gift of securities letter?
The purpose of the gift of securities letter is to provide a formal record of the transfer of ownership of securities as a gift.
What information must be reported on gift of securities letter?
The gift of securities letter must include details of the securities being transferred, the donor's information, the recipient's information, and any specific instructions for the transfer.
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