Get Deed Of Gift For Defunct Securities

Filling out the Deed of Gift for Defunct Securities online can streamline the process of gifting securities that are currently worthless. This guide provides a clear, step-by-step approach to help users complete this important document accurately and efficiently.

Follow the steps to complete the form effectively.

1. Click 'Get Form' button to access the Deed of Gift for Defunct Securities and open it in your preferred editing environment.
2. Enter the date on which the deed is being executed in the designated field where it states 'day of'.
3. Provide the name(s) of the Donor(s) in the section labeled 'Between: (Name of Donor or Donors if owned jointly)'. This defines who is making the gift.
4. Fill in the city and province information of the Donor(s) in the corresponding fields.
5. In the 'Whereas' section, confirm the securities by detailing the quantity and security description, including the name of the issuer, class & series, along with any certificate numbers.
6. Include the ADP code and CUSIP number of the securities in the specified fields to ensure proper identification.
7. List the Scotia Capital Inc. account numbers and names associated with the securities being gifted.
8. Review the statements regarding the current status of the securities and acknowledge the restrictions by providing signature where required.
9. The Donor(s) should acknowledge understanding of the ramifications of the gift regarding taxes and the possibility of capital loss.
10. Finalize the deed by adding necessary signatures from the Donor(s), the Registered Holder, and the Donee, ensuring all required parties have signed.
11. After completing all sections and obtaining signatures, save your changes, download, print, or share the completed form as needed.

Start filling out your Deed of Gift for Defunct Securities online today!