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Gifts of Stock Transfer Form
1. Complete the Form.
2. Print three copies.
3. Sign each copy on the signature line. STOCK GIFTS:
For ELECTRONIC, DIRECT TRANSFER of Stock:
National Financial Services
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How to fill out gifts of stock transfer
How to fill out gifts of stock transfer
01
Obtain the necessary forms from the organization you wish to transfer the stock to.
02
Fill out the donor information section on the form, which typically includes your name, address, and contact information.
03
Specify the type and amount of stock you wish to transfer.
04
Provide details on the brokerage firm or financial institution holding the stock, such as the account number and DTC number.
05
Sign and date the form, and submit it to the organization along with any additional required documentation.
Who needs gifts of stock transfer?
01
Individuals looking to make charitable contributions to organizations that accept gifts of stock transfer.
02
Donors who want to take advantage of potential tax benefits associated with donating appreciated securities.
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What is gifts of stock transfer?
Gifts of stock transfer refer to the process of transferring ownership of shares from one individual to another without any monetary compensation, typically as a gesture of goodwill or estate planning.
Who is required to file gifts of stock transfer?
Individuals who make gifts of stock that exceed the annual exclusion amount set by the IRS are required to report the transfer to the IRS.
How to fill out gifts of stock transfer?
To fill out a gifts of stock transfer, you typically need to complete IRS Form 709, report the stock's fair market value, and provide details about the donor and recipient.
What is the purpose of gifts of stock transfer?
The purpose of gifts of stock transfer is to facilitate the transfer of ownership of shares, enable estate planning, and potentially reduce tax liabilities for the donor.
What information must be reported on gifts of stock transfer?
Information that must be reported includes the names of the donor and recipient, description of the stock, fair market value at the time of transfer, and any previous gifts made by the donor.
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