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Letter of Authorization Use this form to authorize the electronic transfer of assets to the Harris Charitable Fund Program, administered and sponsored by National Philanthropic Trust (NOT). When completed
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How to fill out delivery instructions for securities

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How to fill out delivery instructions for securities

01
Navigate to your brokerage account online or contact your broker directly.
02
Locate the section for entering delivery instructions for securities.
03
Specify the type of security, the quantity, and the account it should be delivered to.
04
You may also need to provide additional details such as the recipient's name, address, and any special instructions.
05
Review the information for accuracy before submitting the delivery instructions.

Who needs delivery instructions for securities?

01
Investors who are transferring securities to another account or individual.
02
Brokers who are handling the transfer of securities on behalf of their clients.
03
Financial institutions involved in securities trading and settlement.
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Delivery instructions for securities refer to the detailed information provided by the seller or broker regarding how securities should be transferred to the buyer.
Any individual or entity involved in the sale or transfer of securities, such as a broker or seller, is required to file delivery instructions for securities.
Delivery instructions for securities can be filled out by providing information such as the name and account number of the buyer, the type and quantity of securities being transferred, and the specific instructions for how the transfer should be completed.
The purpose of delivery instructions for securities is to ensure a smooth and accurate transfer of securities from the seller to the buyer in a timely manner.
Delivery instructions for securities must include the names and account numbers of the parties involved, the type and quantity of securities being transferred, and any specific instructions for the transfer.
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