Get Td Waterhouse Charitable Donation Of Securities In Kind Form

Filling out the TD Waterhouse Charitable Donation of Securities In Kind Form is a necessary step for facilitating the transfer of securities to charity. This guide provides clear, step-by-step instructions to help you complete the form effectively and ensure timely processing.

Follow the steps to fill out the form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in your editing software.
2. Begin by filling out the first section, which includes the description of the security you wish to donate. Provide the accurate description, quantity, and the associated CUSIP or ISIN for each security listed.
3. Next, provide the delivering institution information. Enter the name, account name, and account number of the institution that currently holds your securities.
4. Include the CUID or DTC code of the delivering institution, along with the contact person's name and their phone number for any follow-up necessary.
5. Now, complete the receiving institution section by entering the details for the charity including the charity registration number and account name.
6. Fill out the receiving institution's CUID or DTC code and account number, also including any relevant contact information.
7. In the authorization section, ensure that you provide your client signature along with the date to authorize the transaction.
8. Finally, review the entire form for accuracy, and once confirmed, save your changes. You can then choose to download, print, or share the completed form as required.

Complete your TD Waterhouse Charitable Donation Of Securities In Kind Form online today to ensure a smooth transfer process.