Get the free Gift of Shares Request form - American Funds

Clear and reset form Gift of Shares Request IMPORTANT INFORMATION: Do not use this form for Capital Bank and Trust Company SM (CBT) retirement accounts or for a gift of shares to a charitable organization.

How to fill out gift of shares request

How to fill out a gift of shares request:

1. Begin by obtaining the necessary form or template for the gift of shares request. This can typically be found on the website or received directly from the organization that manages the shares.
2. Fill in your personal information as the donor, including your name, contact details, and any relevant identification numbers.
3. Specify the recipient of the gift by providing their name, contact information, and any necessary identification details.
4. Clearly state the details of the shares being gifted, including the number of shares, the company or organization issuing the shares, and any other relevant information such as the stock symbol.
5. Indicate whether there are any conditions or restrictions attached to the gift, such as limitations on selling or transferring the shares for a certain period of time.
6. If required, provide an explanation or reasoning behind the gift, which can be useful especially if it is related to a special occasion or charitable cause.
7. Sign and date the gift of shares request form. It is recommended to double-check all the provided information before submitting the request.

Who needs a gift of shares request:

1. Individuals who wish to transfer ownership of their shares to another person or organization as a gift.
2. Shareholders looking to donate their shares to a charitable or nonprofit organization.
3. Companies or organizations that have established policies or procedures for accepting gifted shares.

For pdfFiller’s FAQs

What is gift of shares request?

A gift of shares request is a formal application made to transfer ownership of shares from one person or entity to another as a gift.

Who is required to file gift of shares request?

The person or entity that intends to transfer ownership of shares as a gift is required to file a gift of shares request.

How to fill out gift of shares request?

To fill out a gift of shares request, you need to provide the necessary information such as the details of the shares being gifted, the recipient's information, and any additional documentation required by the governing authorities.

What is the purpose of gift of shares request?

The purpose of a gift of shares request is to legally transfer ownership of shares as a gift, ensuring transparency and compliance with applicable laws and regulations.

What information must be reported on gift of shares request?

The gift of shares request typically requires information such as the names and contact details of the giver and recipient, details of the shares being gifted, the date of the gift, and any relevant supporting documentation.

When is the deadline to file gift of shares request in 2023?

The deadline to file a gift of shares request in 2023 may vary depending on jurisdiction and specific regulations. It is recommended to consult with the relevant authorities or legal professionals for accurate and up-to-date information.

What is the penalty for the late filing of gift of shares request?

The penalty for the late filing of a gift of shares request can vary depending on jurisdiction and applicable regulations. It is advisable to consult with authorities or legal professionals to determine the specific penalties and consequences for late filing.

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How can I send gift of shares request to be eSigned by others?

When you're ready to share your gift of shares request, you can swiftly email it to others and receive the eSigned document back. You may send your PDF through email, fax, text message, or USPS mail, or you can notarize it online. All of this may be done without ever leaving your account.

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