Charitable Donation of Securities in Kind Form - TD Bank 2026

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The document outlines the process for transferring securities as charitable donations, detailing the necessary authorization form, required information from both delivering and receiving institutions, and potential delays in transfer times based on investment types. It emphasizes the importance of including supporting documentation and provides insights into transfer fees and possible reasons for rejected transfers.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Please transfer the following position' section. Enter the description, quantity, and CUSIP/ISIN for each security you wish to donate.
Next, provide the Delivering Institution Information. Fill in the name, account name, account number, and CUID or DTC of the delivering institution.
Complete the Receiving Institution Information by entering details such as Canada Revenue Agency (CRA) charity registration number, account name, and contact information.
In the Contributing Client Authorization section, ensure you sign and date the form to authorize the transfer.
Attach any necessary supporting documentation as indicated in the instructions to avoid delays.

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