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Gift Of Shares Transfer Form Medallion Signature ... - Aristotle Funds
Get Gift Of Shares Transfer Form Medallion Signature ... - Aristotle Funds
S from your Aristotle Funds account as a gift to an individual or a charity. Please consult your tax advisor to determine the federal, state, and local tax consequences of gifting shares. Once Part A is complete, Please forward this form to the share recipient for acceptance and instructions on Disposition of Shares. Complete a separate form for each Fund you are gifting. Part A: For the Donor of the Gift 1. Your Account Information Account Registration Fund and Account Number US Tax ID or So.
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Aristotle Small Cap Equity Fund
Gift Account For Minors. $2,500. $100. Shares of a Fund may be purchased by check, by wire...
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