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FACT SHEET How to give securities held in physical form The CSU Foundation also accepts gifts of securities held in physical form. In order to transfer the power of the stock/bond to the CSU Foundation,

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How to fill out how to give securities

01

Identify the securities you wish to give, including the type and quantity.

02

Contact the intended recipient of the securities to ensure they are willing to accept the gift.

03

Obtain the necessary forms from your broker, transfer agent, or financial institution to transfer the securities.

04

Complete the forms accurately, including the recipient's name, account information, and any specific instructions for the transfer.

05

Submit the completed forms to the appropriate party for processing.

06

Follow up to ensure the transfer is successfully completed and confirm receipt with the recipient.

Who needs how to give securities?

01

Individuals looking to gift securities to family members as part of their estate planning.

02

Donors interested in supporting charitable organizations by donating securities.

03

Legal representatives handling the transfer of securities as part of an estate settlement or trust administration.

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What is how to give securities?

How to give securities refers to the process of transferring ownership of securities from one party to another.

Who is required to file how to give securities?

Any individual or entity transferring ownership of securities is required to file how to give securities.

How to fill out how to give securities?

How to give securities can be filled out by providing specific details about the securities being transferred, the parties involved, and the reason for the transfer.

What is the purpose of how to give securities?

The purpose of how to give securities is to officially document the transfer of ownership of securities and ensure compliance with legal and regulatory requirements.

What information must be reported on how to give securities?

Information such as the type and quantity of securities being transferred, the names and addresses of the parties involved, and any relevant transaction details must be reported on how to give securities.

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