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Get the free Gifts of Stock/Securities Instructions - Giving to UC Santa Cruz

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UNIVERSITY OF CALIFORNIA OFFICE OF THE CHIEF INVESTMENT OFFICER 1111 BROADWAY, SUITE 1400 OAKLAND, CA 946079828SECURITY DELIVERY INSTRUCTIONS DEPOSITORY TRUST (DTC) (Preferred method) fax notice to
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How to fill out gifts of stocksecurities instructions

01
Obtain the necessary forms from the organization or financial institution to which you are gifting the stock securities.
02
Fill out the donor information section, including your name, address, and contact information.
03
Provide details of the stock securities being gifted, including the number of shares and the type of stock.
04
Specify the intended use of the gift, if applicable, such as a specific program or fund within the organization.
05
Sign and date the form, and follow any additional instructions provided by the organization or financial institution.
06
Submit the completed form along with any required documentation to the appropriate party.

Who needs gifts of stocksecurities instructions?

01
Individuals or organizations who wish to donate stock securities as a gift.
02
Financial advisors or attorneys assisting clients with charitable giving strategies.
03
Nonprofit organizations or institutions that accept stock securities as donations.
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Gifts of stock securities instructions refer to the process of providing detailed information regarding the transfer of stock securities as gifts.
The donor or the individual transferring the stock securities as gifts is required to file gifts of stock securities instructions.
Gifts of stock securities instructions can be filled out by providing information such as the donor's details, recipient's details, description of the securities, and any other relevant information.
The purpose of gifts of stock securities instructions is to ensure transparency and compliance with regulations regarding the transfer of securities as gifts.
Information such as the donor's identity, recipient's identity, description of the securities, and details of the transfer must be reported on gifts of stock securities instructions.
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