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GIFT OF SECURITIES DONATION FORM STEP 1: DONOR INFORMATION Donor name Address Phone Fax Email STEPi2:iBROKERiINFORMATION Brokerage firm Broker name Phone Fax Email STEPi3:iSECURITIESiTOiBEiTRANSFERRED
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The brokerage firm broker name is the name of the broker who handles transactions on behalf of clients.
Brokerage firms are required to file the brokerage firm broker name with the appropriate regulatory authorities.
To fill out the brokerage firm broker name, the firm must provide the full legal name of the broker handling transactions.
The purpose of the brokerage firm broker name is to identify the responsible broker for transactions made on behalf of clients.
The brokerage firm broker name must include the full legal name of the broker and their contact information.
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