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Etrade charitable donation form

Etrade charitable donation form 2025

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The document is a Charitable Donation Form from E*TRADE Securities, LLC, designed for individuals or entities to request the transfer of cash or stock donations to charitable organizations. It includes sections for account holder information, details about the donation (cash or stock), and specific instructions for transferring securities. The form also addresses IRA donations and employee stock plan accounts, requiring signatures from account holders to authorize the transfers.

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Click ‘Get Form’ to open the etrade charitable donation form in the editor.
Begin by filling out the ACCOUNT HOLDER INFORMATION section. Enter the names of the primary account holder and co-account holder, if applicable.
In the section for donating cash or stock, provide the receiving account title and number. Specify the cash amount or details for each stock symbol, including number of shares, purchase date, and purchase price.
If sending a stock certificate, complete that section with the name registration, tax ID number of the receiving party, and shipping address. Include stock details as required.
For transferring stock to another brokerage firm, fill in the receiving firm's name and DTC number along with account details and stock information.
Complete any additional information required for employee stock plan accounts if applicable.
Finally, sign and date the form in the ACCOUNT HOLDER SIGNATURES section to authorize E*TRADE Securities LLC to process your request.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I donate stock to charity on Etrade?

Giving to others in need You can also donate stock from your E*TRADE brokerage account. To do this, go to E*TRADEs forms and applications page. If youre age 70 or older, consider donating your individual retirement account (IRA) distribution to charity.

How to show proof of charitable donation?

For contributions of cash, check, or other monetary gift (regardless of amount), you must maintain a record of the contribution: a bank record or a written communication from the qualified organization containing the name of the organization, the amount, and the date of the contribution.

Where can I find tax forms for Etrade?

You can download your tax forms, including your Form 1099-B, by logging on to your account and going to the Documents page.

What documentation do I need to deduct charitable donations?

Cash donations of $250 or more require a receipt from the charitable organization or certain payroll deduction records. The receipt, also called a contemporaneous written acknowledgment must be in writing and include: The amount of your cash contribution.