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There are special rules for valuing a gift of stock. More on gifts of stocks, bonds, and mutual funds Please remember to use certified mail.Ĭontact your account representative at your mutual fund company to ask about the process of making a gift of mutual fund shares. You may obtain this power from your broker or bank. In the other envelope, include a signed stock power for each certificate. In the first envelope, place the unsigned stock certificate(s).
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