---
title: Sending Shares as a Gift
description: Sending Shares as a Gift
---

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# Sending Shares as a Gift

## Goldman Sachs

To send shares to an account held at another firm in the form of a gift, the client will need to send us a notarized Letter of Instruction.

- The letter of instruction must be signed by all account owners and dated within 60 days.
- If the gift is $1,000,000.00 or more, the letter of instruction must have a Medallion Signature Guarantee.

This letter should include the following:

- The exact number of shares to transfer (we can only transfer whole shares)
- The security symbol and the name of the company associated to transfer
- The Goldman Sachs account number
- The name of the person or entity whose account is receiving the shares
- The account number that we are sending the shares to
- The firm that we are sending the shares to (the contra firm)
- The DTC number of the contra firm
- The client's name, signature, and proper notarization

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