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Securities Transfer Form.pdf

CASE-Stock-Transfer-Form.pdf
Preview of Securities Transfer Form
🔗 Source: adoptionsupport.org
📊 Size: 127 KB
👤 Author: cbradley
⬇️ Downloads: 100

Summary

Notify C.A.S.E. prior to transferring securities, then provide contact information to receive a receipt letter. Confirm intent to donate securities without restriction, providing name and number of shares. Include donor's signature and date. Provide broker/delivering custodian information and share C.A.S.E. broker details for transfer: TD Ameritrade (account 869235009, DTC 0188) for general gifts, or Merrill Lynch (account 707-03429, DTC 8862) for endowment gifts.

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Description

Notify C.A.S.E. prior to transferring securities, then provide contact information to receive a receipt letter.

Technical Information

  • File Format: PDF
  • File Size: 127 KB
  • Pages: 1
  • Language: EN
  • Author: cbradley
  • Total Downloads: 100
  • Last Updated: 1 week ago

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This PDF document about Securities Transfer Form provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Securities Transfer Form.

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