Stock Gift Transfer Instructions

Use this form to confirm the details of an upcoming stock, bond, ETF, or mutual fund gift and share the transfer instructions with your broker.

This field is for validation purposes and should be left unchanged.

Confirming Your Gift Details

Email Address(Required)
The brokerage transfer instructions will be sent to this address after you submit the form.
Date Sent(Required)
MM slash DD slash YYYY

After you submit this form, the brokerage transfer instructions will be sent to the email address you provide.

Important Things to Know

  • The stock market closes at 3:00 PM Central Time (4:00 PM Eastern).
  • Transfers between Wells Fargo Advisors accounts can usually be completed quickly; other institutions may require DTC or ACATS.
  • The recorded value is based on the date the shares are received in our account.
  • Please consult your tax advisor regarding the value and deductibility of your gift.
  • For year-end gifts, transfers should be initiated by December 18 and received by December 31.

Return questions or updates to StockGifts@HospitalityHub.org.

Authorization(Required)