Get Online Stock Transfer Form And Instructions - Lafayette College - Development Lafayette

Filling out the Online Stock Transfer Form for Lafayette College's Development Office is a straightforward process. This guide will walk you through each section of the form, ensuring you understand the requirements and can successfully complete your transfer of securities.

Follow the steps to fill out the online stock transfer form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the broker information in the designated fields. This includes the broker's name, firm name, address, phone number, and fax number.
3. Provide your personal information as the donor. Fill in your name, phone number, address, and any applicable fax numbers in the corresponding fields.
4. Authorize the transfer by specifying your donor brokerage account number and the details of the securities being transferred, including the number of shares and security names.
5. If known, indicate the date you acquired the securities in the relevant field.
6. Clearly state the designation or purpose of your gift in the designated area.
7. Complete the signature section by signing as the donor. If applicable, include a signature from a joint donor.
8. Indicate the date next to each signature.
9. For the broker instructions section, ensure the transfer details are filled out according to the specifications, including account numbers and transfer instructions.
10. Once all fields are completed, review the form for accuracy. Save your changes, and consider downloading or printing a copy for your records before submission.

Complete your stock transfer form online today.