If you want to put some stock in a trust, the best way to do it is to have it issued to your trust. However, if you've had the stock for awhile and are now wanting to issue it to the trust, this example of a Trust Declaration for Stock is a form that you may want to use. Although, your broker may have a better alternative.
TRUST DECLARATION, STOCKS
This Trust Declaration made as of ____________ (Date), by and between ___________ ("Trustee") and ________________________ ("Beneficiary").
Whereas the Trustee is the registered owner of ___________ shares ("Shares") of the corporation ("Corporation"); and the Shares are to be held by the Trustee as trustee and nominee for the Beneficiary;
Therefore this Declaration of Trust witnesses as follows:
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