Securities Transfer Form - Boys & Girls Clubs of the Peninsula [PDF]

Securities Transfer Form. Shares of securities can be transferred directly from your brokerage account to the Boys &

0 downloads 3 Views 588KB Size

Recommend Stories


Boys & Girls Clubs of Dorchester
No amount of guilt can solve the past, and no amount of anxiety can change the future. Anonymous

Boys and Girls Clubs of Puerto Rico
Ask yourself: What bad habits do you want to break? Next

Boys & Girls Clubs in Indian Country Forging New Path
Ask yourself: Does my presence add value to those around me? Next

BOYS & GIRLS CLUB of FRANKLIN
Don’t grieve. Anything you lose comes round in another form. Rumi

independent predictors of preschool boys' and girls
Ask yourself: If you could have one single wish granted, what would it be? Next

MIDGET GIRLS MIDGET BOYS CADET GIRLS CADET BOYS LIST OF TOP 16 Friday, June 26
Ask yourself: How can I be generous when I am not rich? Next

MIDGET GIRLS MIDGET BOYS CADET GIRLS CADET BOYS LIST OF TOP 16 Tuesday 8th August
The best time to plant a tree was 20 years ago. The second best time is now. Chinese Proverb

Girls Camp Form
Courage doesn't always roar. Sometimes courage is the quiet voice at the end of the day saying, "I will

transfer form
You have to expect things of yourself before you can do them. Michael Jordan

2017 Boys' & Girls' Swimming & Diving Playoff Groupings
Do not seek to follow in the footsteps of the wise. Seek what they sought. Matsuo Basho

Idea Transcript


Securities Transfer Form Shares of securities can be transferred directly from your brokerage account to the Boys & Girls Clubs of the Peninsula account. Simply complete the form below and Send a signed copy to your broker. Only your broker can initiate the transfer. Some brokerage firms require this letter to be notarized. Please check with your broker for additional requirements. Thank you! In addition to faxing or emailing this form to your broker, please also forward a copy to David Cruz at the Boys & Girls Clubs of the Peninsula – [email protected] or fax to 650-3229042. DONOR NAME: __________________________________________ DATE: __________________________________________________ TO: ____________________________________________________ (Broker Name) ____________________________________________________ (Brokerage Firm) ____________________________________________________ (Broker Phone Number) Please accept this letter as your authorization to irrevocably transfer: (name of stock, number of shares) ______________________________________________________________________________ ______________________________________________________________________________ Which you hold in the name of: (Account title at brokerage firm) ______________________________________________________________________________ ______________________________________________________________________________ From my account number: ______________________________________________________ to the account of the Boys & Girls Clubs of the Peninsula. Please transfer via DTC as follows: Account Name: Boys & Girls Clubs of the Peninsula Charles Schwab Brokerage DTC: 0164 Code: 40 Account # 1768-8137 Phone: (800) 435-9050 Signature(s) of account owner(s): ____________________________________________

_____________________________________

NOTE: The fair market value of your charitable gift of stock determines the value of your income tax deduction. It’s the average between the high and low stock trading values, not simply the closing value on the day the transaction goes through. You may want to donate on a trading day where the stock price does not fluctuate. Also, clarify with your broker what day the stock will go through—the process can sometimes take longer than expected.

Smile Life

When life gives you a hundred reasons to cry, show life that you have a thousand reasons to smile

Get in touch

© Copyright 2015 - 2024 PDFFOX.COM - All rights reserved.