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STOCK DONATIONS GIFT FORM Please print, complete and sign this gift form, providing the information necessary at the time of transfer of a gift of stock to Oral Roberts University. Mail, email, or

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How to fill out stock gift notification form

01

Obtain the stock gift notification form from the organization or company providing the form.

02

Fill out your personal information such as name, address, and contact details.

03

Provide information about the stock gift including the name of the stock, number of shares, and date of transfer.

04

Sign and date the form to confirm the accuracy of the information provided.

05

Submit the completed form to the appropriate individual or department for processing.

Who needs stock gift notification form?

01

Individuals who are giving or receiving a gift of stock may need to fill out a stock gift notification form.

02

Organizations or companies that require documentation of stock gifts for their records may also need this form.

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What is stock gift notification form?

The stock gift notification form is a document used to report the transfer of stocks as gifts from one individual to another, ensuring compliance with tax regulations.

Who is required to file stock gift notification form?

Individuals who gift stocks valued above the annual gift tax exclusion limit are required to file the stock gift notification form.

How to fill out stock gift notification form?

To fill out the stock gift notification form, provide details such as the names of the donor and recipient, the number and value of shares gifted, the date of the gift, and any applicable tax identification numbers.

What is the purpose of stock gift notification form?

The purpose of the stock gift notification form is to inform the IRS of stock transfers as gifts, which helps in assessing gift tax liabilities and compliance.

What information must be reported on stock gift notification form?

The form must report details such as the donor's and recipient's names and addresses, the description and value of the stock, the date of the gift, and any related tax identification numbers.

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