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604789 Don Mills Rd Toronto, ON M3C 1T5 18003878146 Fax: 4164656367 www.linkcharity.ca info@linkcharity.ca DIRECT TRANSFER OF STOCK OR MUTUAL FUNDS Instructions: 1. Send the original copy of the transfer

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How to fill out direct transfer of stock

01

Obtain the necessary direct transfer of stock form from the stock transfer agent or brokerage firm.

02

Fill in your personal information including your name, address, social security number, and contact details.

03

Provide the details of the stock you wish to transfer including the name of the company, number of shares, and stock certificate numbers.

04

Sign and date the form in the designated areas.

05

Submit the completed form along with any required supporting documents to the stock transfer agent or brokerage firm.

Who needs direct transfer of stock?

01

Individuals who wish to transfer ownership of stock to another person or entity.

02

Corporations or businesses looking to issue or redeem company stock.

03

Investors who want to consolidate or reorganize their investment portfolio.

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What is direct transfer of stock?

Direct transfer of stock is the process of transferring ownership of shares from one party to another without the use of a broker or intermediary.

Who is required to file direct transfer of stock?

The parties involved in the transfer of stock are required to file a direct transfer of stock, including the buyer and the seller.

How to fill out direct transfer of stock?

To fill out a direct transfer of stock form, you will need to include information about the parties involved, the number of shares being transferred, the price per share, and any other relevant details.

What is the purpose of direct transfer of stock?

The purpose of direct transfer of stock is to officially transfer ownership of shares from one party to another, ensuring that the transaction is legally recognized.

What information must be reported on direct transfer of stock?

The direct transfer of stock form must include details such as the names of the parties involved, the number of shares being transferred, the price per share, and the date of the transfer.

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