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GIFT OF SECURITIES TRANSFER FORM TRANSFER INSTRUCTIONS 1. Complete the form details, sign, date and provide a copy to your broker for processing: Calgary Food Bank Donation Information FIN: T002 QUID:
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How to fill out gift of securities transfer

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How to fill out gift of securities transfer

01
Contact the charity or organization receiving the gift of securities to obtain their account information for receiving the transfer.
02
Contact your broker or financial institution to inform them of your intention to transfer securities as a gift.
03
Fill out the necessary forms provided by your broker or financial institution for the transfer of securities.
04
Provide the account information of the charity or organization receiving the gift of securities on the forms.
05
Submit the completed forms to your broker or financial institution for processing the transfer.
06
Confirm with the charity or organization that they have received the gift of securities successfully.

Who needs gift of securities transfer?

01
Individuals or organizations who wish to make a charitable contribution through the transfer of securities.
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A gift of securities transfer is the process of transferring ownership of stocks, bonds, or other securities to another individual or organization as a gift.
The donor or the individual transferring the securities is required to file gift of securities transfer.
A gift of securities transfer can be filled out by providing details of the securities being transferred, the donor and recipient information, and the purpose of the transfer.
The purpose of gift of securities transfer is to legally transfer ownership of securities as a gift to another party.
The information that must be reported on gift of securities transfer includes details of the securities, the donor and recipient information, and the date of transfer.
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