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TRANSFER INSTRUCTIONS FOR SECURITIES Texas Presbyterian Foundation is able to assist with the transfer of appreciated securities* to fund a donation to our partners by following the steps below: 1.

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How to fill out suggested forms of bequests

01

Review the suggested forms of bequests provided by the institution or organization

02

Fill out the personal information section including name, address, and contact details

03

Specify the type of bequest you wish to make such as specific, general, or residual

04

Indicate any specific assets or percentage of the estate you wish to bequeath

05

Include any language specifying contingencies or conditions of the bequest

06

Sign and date the form in the presence of witnesses or a notary public

Who needs suggested forms of bequests?

01

Individuals who wish to leave a legacy or make a charitable contribution through their estate planning

02

Donors who want to ensure their assets are distributed according to their wishes after their passing

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What is suggested forms of bequests?

Suggested forms of bequests include wills, trusts, and beneficiary designations.

Who is required to file suggested forms of bequests?

Any individual who wants to allocate their assets after death must file suggested forms of bequests.

How to fill out suggested forms of bequests?

Suggested forms of bequests can be filled out by providing detailed information about the distribution of assets to beneficiaries.

What is the purpose of suggested forms of bequests?

The purpose of suggested forms of bequests is to ensure that assets are transferred according to the wishes of the deceased individual.

What information must be reported on suggested forms of bequests?

Information such as the beneficiary's name, relationship to the deceased, and specific assets being allocated must be reported on suggested forms of bequests.

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