Get Td Waterhouse Don Mkt Sec Form Feb23-06.pdf - Torontofoundation

This guide provides clear, step-by-step instructions on how to accurately complete the TD Waterhouse Don Mkt Sec Form Feb23-06.PDF for the Toronto Foundation. Following these instructions will help ensure a smooth submission process for your charitable donation of securities in kind.

Follow the steps to successfully complete your form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your editing tool.
2. Begin by filling in the 'Description of securities' field with the specific details of the securities you are donating.
3. Enter the 'Quantity' of the securities you wish to transfer in the designated area next to it.
4. Fill in the 'CUSIP' number associated with the securities to ensure proper identification.
5. For the 'Delivering Institution Information,' provide the name of the institution along with the account name and account number.
6. Include the 'Delivering Institution FINS or DTC' information as applicable.
7. Provide a contact name and phone number for the delivering institution to facilitate communication.
8. In the 'Receiving Institution Information' section, confirm that the name is TD Waterhouse and enter the account name as Toronto Foundation.
9. Specify the 'Donor’s Fund Name' and input the account number (8E7589A) given in the form.
10. Fill in the 'Receiving Institution CUID or DTC,' which can either be GIST or 5036.
11. Next, enter your full name in the 'Donor Name' field and provide your signature in the designated area.
12. Remember to include the date of signing the form to validate the authorization.
13. Before submission, ensure that all necessary supporting documentation is attached and that the form is complete.
14. Once finalized, save the changes to your completed form. You may then download, print, or share the form as needed.

Start completing your TD Waterhouse Don Mkt Sec Form online to enable a timely transfer of your charitable donation.