Dtc transfer instructions

Your broker should transfer the stock to the school’s account at BMO Financial Group. mn. The DTC Transfer and Physical Delivery instructions are listed below. 1 2 DTC Transfer Instructions for Financial Advisors For gifts of securities to Calumet College of St. Instructions for All DTC-Eligible Securities. , Inc. org If you have any questions, please contact Zoe Benditt, Donor Relations Manager, at 312-899-0736 or [email protected] 6:30 p. Donating stock or other securities takes just  Stock Transfer Instructions. Charles Schwab DTC Participant #0164. Contact your current Trustee/Custodian to inquire if a Medallion Signature Guarantee is required. Select ONE transfer option. Publicly-Traded Stock Donations. Broker Name: TD Ameritrade. DTC Transfer Instructions for Financial Advisors For gifts of securities to New York University, please deliver by DTC to: Merrill Lynch Wealth Management . On the same day you call your broker, please confirm your instructions in writing to your broker and state your desire to make a gift to The Columbus Foundation, including Inputting day and night position transfer instructions (MA-to-NA transfers). 3 ก. STOCK TRANSFER INSTRUCTIONS. DTC Number: 0164 Receiving Institution Account Number: 2556-0036 Account Title: AMERICAN LUNG ASSOCIATION The Transaction Reference Number of such instructions will always correspond to DTCnnnn (where 'DTC' is a fixed value and 'nnnn' a number allocated by CBL). Schwab Contact: Brandon Zinn Complete the Schwab Charitable Transfer of Assets form. Please notify Gift Planning in advance of any stock transfers so that proper acknowledgment may be made. DTC ID #0226 – for credit to St. The instruction letter must include the following: The receiving brokerage firm's name; The DTC number of the broker; The exact name of the account that is  provide your broker exact transfer instructions noted below: transferred to the Jamestown-Yorktown Foundation, Inc. • Liquidation instructions will only be  D. A. Complete this form and forward it to your financial advisor. Securities Transfer Instructions for Donors. The Transaction Reference Number of such instructions will always correspond to DTCnnnn (where 'DTC' is a fixed value and 'nnnn' a number allocated by CBL). Address for transfer: Merrill Lynch DTC #: 8862. To transfer stocks or mutual funds that are being held electronically, please use the and instructions below. DTC & General Stock Transfer Instructions. If you selected Direct Mutual. • A Direct Registration System (DRS)/Direct Reinvestment Plan (DRIP) transfer is a transfer of a position held directly at the transfer agent. FULL TRANSFER: Instructions for Gifts of Securities by DTC Transfer Thank you for supporting Northwest Community Hospital Foundation with a gift of securities (stock). details, please refer to Compliance Manual 9. Instructions for DTC stock transfer. They will be able to initiate an account transfer with our carrying broker, DriveWealth, LLC. Please keep in mind that your gift of stock or mutual funds must be received by PSI’s broker by December 31, 2015 to count as a tax deduction for 2015. Appreciated Security Transfer Instructions. Donor: (last name) Attn: Securities Movement. SECURITIES and MONEY TRANSFER INSTRUCTIONS SECURITIES TRANSFER for DONATION CLEARING Please use this information to transfer DTC eligible securities (stocks, bonds, EFTs) electronically to our broker: Broker: Truist Bank 303 Peachtree Street, N. Young Harris College and Morgan Stanley will need to be advised, in advance, that a transfer is To transfer securities to the University of Notre Dame via DTC, please use the following instructions: DTC #0164, Code 40 University of Notre Dame Charles Schwab Account No. DTC Number: 0164 DTC Code: 40 Account Name: Easter Seals Inc. DTC ELIGIBLE (Book Entry): (Eligible stocks, corporate & Municipal Bonds, Closed. e. Please accept these instructions as the authorization to transfer the Send the securities via DTC to: Vanguard Brokerage Services account 76580331. to use the following instructions: DTC #: 2027 Agent Bank ID #: 94866 Institution: 94866 Wells Fargo Client Account # 13383805 To make a contribution to our brokerage account, please give these instructions to your broker and contact NW Hope & Healing, so we can confirm the transfer and provide you with an appropriate donation receipt: Charles Schwab DTC (stock transfer) Instructions: DTC # 0164 Receiving DTC Brokerage Firm: Charles Schwab & Co. ) - Social Security or Tax ID of delivering client - Exact name & account number of delivering firm’s client ASSET TRANSFER INSTRUCTIONS. Provide this form to your broker to authorize and deliver (via DTC) the transfer of long-term, appreciated securities to the. Stock Transfer Instructions The stock transfer instructions for the Jewish Federation and United Jewish Foundation account at Muriel Siebert are as follows: Muriel Siebert & Co. The above instructions may be given directly to your broker. Donors can instruct their financial institution to transfer securities electronically via "DTC" to Natural Bridges Media at: VANGUARD BROKERAGE SERVICES DTC Number: 0062 For further credit to: Natural Bridges Media Account number: 71759520 II. If you have any questions, please call (800) 395-4341 or fax this form to (901) 578-2810. , please instruct the sending institution to route the transfer as follows. 30 เม. Account Name: We Raise Foundation. Morgan Chase DTC # 0902 Credit to American Museum of Natural History Account # P26031 IMPORTANT For proper donor recognition, transfers transmit through the DTC wiring system. For proper donor recognition, transfers must DONATION INSTRUCTIONS The following transfers are covered by these instructions: DTC or Electronic Transfer of Stock Transfer of Mutual Fund(s) DTC OR ELECTRONIC TRANSFER OF STOCK INSTRUCTIONS DTC or Electronic Transfer of Stock is the fastest and most secure method for donating securities. WIRE AND DTC TRANSFER INSTRUCTIONS Wire transfer funds: Contacts: Bank of America Ms. 18 ธ. Provide the following DTC transfer  Rowe Price Program for Charitable Giving Brokerage account at Pershing LLC, a subsidiary of the Bank of New York Mellon Corporation, member NYSE/FINRA/SIPC, DTC  A depository transfer check (DTC), also known as a depository transfer draft, is used when a third-party service provider collects daily. Donating stock or other securities takes just three easy steps and will impact many lives. Notifications to DTC should include all relevant information pertaining to the issue, including but not limited to CUSIP number(s), payment information, and any related instructions. I. On the same day you call your broker, please confirm your instructions in writing to your broker and state your desire to make a gift to The Columbus Foundation, including RE: Transfer of securities to Missouri United Methodist Foundation (Tax ID 43-0899770) Charles Schwab & Co. DTC# 0443 Pershing LLC, One Pershing Plaza, Jersey City, NJ 07399 Account number: N7M001350 Reference: The Children’s Hospital of Philadelphia Foundation. Electronic Transfer of Securities. • A direct mutual fund transfer is a transfer in kind of a direct mutual DTC pointed out that if beneficial owners believe that their interests are best protected by not having their shares subject to book-entry transfer at DTC, then they can instruct their broker-dealer to execute a withdrawal-by-transfer, which will remove the securities from DTC and transfer them to the shareholder in certificated form. The DTC number for this ACATS transaction is 3856. to use the following instructions: DTC #: 2027 Agent Bank ID #: 94866 Institution: 94866 Wells Fargo Client Account # 13383805 INSTRUCTIONS FOR TRANSFER OF SECURITIES VIA DEPOSITORY TRUST COMPANY (DTC) To ensure a smooth transfer of the stock you are contributing, please take the following steps: 1. Morgan Chase DTC # 0902 Credit to American Museum of Natural History Account # P26031 IMPORTANT For proper donor recognition, transfers DTC Transfer Instructions for Financial Advisors For gifts of securities to New York University, please deliver by DTC to: Merrill Lynch Wealth Management . Please provide your financial advisor with one of the following options for DTC transfer. MUTUAL FUND TRANSFER INSTRUCTIONS. Instructions for Donor Stock Gifts via Wire Transfer. Transfer Instructions. “Settings Menu” section for instructions on setting parental controls. Tax ID number 31-1618642. Please forward a copy of this form to Community Financial Center via fax at (360) 432-5220 as donor information does not always transmit through the DTC wiring system. g. Account Name: LCMS Foundation Account #: 61780941. Cutoff for the Authorization and Exemption function. Please provide your broker with the following information to transfer shares to Easter Seals via DTC: Firm: Charles Schwab & Co. 6:35 p. Inc. Electronic (DTC) Transfers of Mutual Funds. Bank of New York Mellon. End Mutual Funds). The specific information needed to make a gift of securities by DTC transfer is: Broker Name: SEI Private Trust Company, Attn: STAS Team One Freedom Valley Drive Oaks, PA 19456 Delivery instructions for securities To the DTC/ Free-delivery department Please accept these instructions as the authorization to transfer the assets specified below to Vanguard Charitable’s brokerage account. Recycle cutoff for all free transactions. org with your inten6on to donate securi6es prior to ini6a6ng the transfer of securi6es to Every. BANK ACCOUNT TRANSFER See reverse side for mailing instructions. - Northern Stock Transfer Instructions The stock transfer instructions for the Jewish Federation and United Jewish Foundation account at Muriel Siebert are as follows: Muriel Siebert & Co. 2564 DTC is the fastest and most secure method for donating securities, them with the following instructions to initiate the transfer to our  The DTC number for this ACATS transaction is 3856. Joseph Tax ID: 44-0546494 Wells Fargo Clearing Services, LLC DTC # 0141 Account # 5328-3701 STOCK TRANSFER INSTRUCTIONS: A/C # N7M100269 – Central Indiana Community Foundation, Inc. Thank you for supporting PSI. Laura McKenna Phone #: 631-547-7609. S. Gifts sent to an outside brokerage account: Letter of instruction for sending gifts outside of Fidelity; The name, address, and Depository Trust Company (DTC)  Included below are transfer instructions to our trust account with BOK The transfer will be made electronically via DTC to our account with Bank of. If you have any questions, please call (800) 395-4341. " DTC TRANSFER INSTRUCTIONS We are grateful for your support of the Presidential Precinct. Before using the SPP Return/P&I Withdrawal Request function, you must activate your account for this option and supply DTC with specific wire instructions for your DTC Settling Bank as outlined in Important Notice # 4582-09. Please complete this form and forward it along with the DTC Transfer Instructions found at the bottom of this page to your FINANCIAL ADVISOR. Please review the guidelines below to make sure your transfer can be processed. Please do not send remittance payments to this account. Please use DTC number 0221 for the benefit of The Columbus Foundation, account # CM 82341 27. It can be located on any trade  Please note: A donor's instructions to a broker to transfer stock are not sufficient to complete the gift. For DTC Eligible Securities: Account #: N7M001814 TaxID: 36-2167910 DTC #: 0443 Transfer Agent: Pershing, LLC Client Account Name is Salvation Army, and Illinois Corp. These instructions should not be altered/changed in any way. , 15th Floor – Suite 1520 Mail Code 803-05-15-10 Atlanta, Georgia 30308 DTC Transfer Instruction Sheet 1. Account 3067-5865. Wire transfer funds: Contacts: Bank of America. 637. DTC pointed out that if beneficial owners believe that their interests are best protected by not having their shares subject to book-entry transfer at DTC, then they can instruct their broker-dealer to execute a withdrawal-by-transfer, which will remove the securities from DTC and transfer them to the shareholder in certificated form. 3. Securities. Laura McKenna Phone #: 631-547-7609 Address: 300 Broadhollow Rd Melville, NY 11747 ACH Transit/ABA: 021 000 322 Fed Wire ABA $: 026 009 593 Swift Code: BOFAUS3N (For US dollar wires) Account #/IBAN: 4830 3105 5133 • Transfer of Mutual Fund(s) DTC OR ELECTRONIC TRANSFER INSTRUCTIONS DTC or Electronic transfer is the fastest and most secure method for dona6ng securi6es. to use the following instructions: DTC #: 2027 Agent Bank ID #: 94866 Institution: 94866 Wells Fargo Client Account # 13383805 Now, once you fill out your DTC code and account number, you are ready to make a transfer. Contact your broker and determine which stocks and how many shares you will Instructions for the Electronic Transfer of Securities Please note: The American Lung Association cannot initiate transfers from your Broker. DTC Number: 0164 Receiving Institution Account Number: 2556-0036 Account Title: AMERICAN LUNG ASSOCIATION - DTC number of delivering firm - Type of account: (i. If you are transferring an entire account that has margin and. Your broker or custodian bank is likely to ask you for a letter of instruction before the transfer can be made. DTC #0725 . 10. ACH Transit/ABA: 021 000 322 . ) This is the ACAT/DTC clearing number of the firm that currently has your  If the stocks are DTC (Depository Trust Company) eligible, they may be transferred electronically to: The Peddie School account at Merrill Lynch, which is DTC #  Highlighted statements are not acceptable. Restricted stock, privately held assets or other assets: Please call 800-746-6216 for instructions. at: VANGUARD BROKERAGE SERVICES DTC Number: 0062 For further credit to: USAFA Endowment, Inc Account number: 66118829 II. DTC (Depository Trust Company) Electronic Delivery. Changes to Payment and Delivery Instructions: In addition, as of October 13, 2009, please use the following instructions when delivering funds or securities to your JPMSI account. Your Missouri United Methodist Foundation can assist you in making your gift to any United Methodist church or related charitable organization. DTC or Electronic Transfer Instructions Electronic, or DTC transfer, is the fastest and most secure method of donating securities. Investment firms will not accept these instructions from the foundation or the university. ▫ Charitable Gift. To make a stock or mutual fund gift, please fill out this transfer form and forward it to your financial advisor. The Transfer Case Control Module (TCCM) will clear the DTC once the initial problem has been fi xed. Please use the instructions below to facilitate a transfer of assets to  In other words, DWAC is an electronic method of transferring shares between the transfer agent and the DWAC Withdrawal Instructions (for shareholders). INSTRUCTIONS FOR GIFTS OF STOCK OR MUTUAL FUNDS. Forward Checks and Physical Delivery of Securities: Schwab Charitable 1958 Summit Park Dr. Electronic Delivery. AND BONDS TO THE UCLA FOUNDATION. The securities will be transferred directly into the University’s gift account at its custodian bank. Consult with a tax professional on any  A depository transfer check (DTC) is used by a designated collection bank to deposit the daily receipts of a corporation from multiple locations. Those listed on the other side are only a few that we currently use. In advance of the donation of stock via DTC Number: 0164 – Code 40. Joseph, please deliver by DTC to: Cetera DTC electronic transfer account: #0701 DTC Transfer Instruction Sheet 1. Cutoff for inputting segregation instructions DTC TRANSFER INSTRUCTIONS Updated 12/2/10 We request all financial institutions that are initiating DTC transfers of securities to MCF at Wells Fargo Bank Minnesota N. As a consequence, there is no matching of delivery and receipt instructions on the U. Brokerage or Trust Company Transfer. Some of these events are breaker failure,  Pershing will process security transfer requests upon written instruction that must DTC number (if the receiving financial organization is a registered  Instructions to transfer securities, mutual funds or other deposits Do not use this form to transfer between TD AMERITRADE accounts. TIAA cannot accept written instructions to sell assets held in brokerage accounts. Community Foundation of Greater Des Moines. ABA #021000021 . DTC TRANSFER INSTRUCTIONS Updated 1/12/12 We request all financial institutions that are initiating DTC transfers of securities to MCF at Wells Fargo Bank Minnesota N. Now, once you fill out your DTC code and account number, you are ready to make a transfer. edu. Transfer in Kind Liquidate and Transfer Cash B. , Stocks) Deliver to DTC Clearing 0164, Code 40 Tax ID #: 31-1640316 Donor-Advised Fund Account Number: – DTC-Eligible Securities: DTC number 0280 (Code 40). ELECTRONIC TRANSFER INSTRUCTIONS Charitable Gift For tax purposes, please contact recipient of coming donation. Find instructions for making wire transfers, electronic stock transfers via DTC, mutual fund transfers, and other gifts of securities. n Liquidation instructions will only be accepted from non-National Securities Clearing Corporation (NSCC) firms. DTC BOOK ENTRY INSTRUCTIONS FED BOOK ENTRY PHYSICAL DELIVERY INSTRUCTIONS If you hold shares in a brokerage account, you may request that your broker transfer shares electronically via the Depository Trust Company (DTC). DTC BOOK ENTRY INSTRUCTIONS . Notify your bank or broker that you would like to transfer shares as a charitab le gift to the Jamestown Yorktown Foundation, Inc. For transfer instructions for gifts intended to fund charitable remainder Foundation's DTC number located at the top of the form to transfer stock to  Transfer Instructions for: Academy Prep Foundation, Inc. . A hard DTC will clear once the vehicle has run through one hundred (100) start cycles and detects no faults. DTC TRANSFER INSTRUCTION SHEET. DTC 0164, Code 40. 2564 Step 1. Account Number: 427791199. " There will be no change to settlement instructions for fixed income products. Donors making gifts at the end of the year should confirm with their broker that the transfer will be the proper transfer instructions are being used. For checks, please refer to delivery instructions on this page (include your account number on the check). Please instruct your broker to transfer the securities to one of Pacific’s brokerage accounts listed below. Send a letter of authorization to your broker giving instructions to transfer the securities to: Charles Schwab & Co. DTC or Electronic Transfer Instructions. Identify the 1. Pledgees to approve free pledge release requests. They will continue to settle through JPMSI's DTC Participant #187. market in DTC or FED. A: To transfer securities to the University electronically, i. ค. , via Depository Trust Company (DTC), provide the DTC transfer instructions to your broker. Lafayette College at (610) 330-5928 or email to Leah  DTC transfers of securities are received anonymously. COM Instructions for the Electronic Transfer of Securities Please note: The American Lung Association cannot initiate transfers from your Broker. com or call 888. Wire Instructions. Non-Physical Deliveries DTC Securities . DTC Eligible. The transfer form may ask for a Depository Trust Company, or “DTC” participant number. You may also need your Cash App Investing account number to complete the form. org. , 15th Floor – Suite 1520 Mail Code 803-05-15-10 Atlanta, Georgia 30308 Stock Transfer Instructions. Trust: When transferring stock to the Maine Humanities Council, please request that your broker attach a trailer to the transaction stating your name. Wire instructions for your broker follow: BMO Financial Group, Milwaukee DTC #0992. Direct Transfer Trips (DTT) are initiated from station relays when a serious event occurs in the substation. Fax a copy to. DTC ID #0226 –  Transfer Instructions (select one) Transfer assets or proceeds as listed in the Asset Listing in Section 4. Federal Book Entry JPMCHASE/RAYMOND JAMES . PLEASE DELIVER BY DTC TO: Wells Fargo Advisors. • A direct mutual fund transfer is a transfer in kind of a direct mutual Fund Transfer, use this section to identify the mutual fund positions to transfer. DTC (Depository Trust Company). 4. 800-944-0677, [email protected] • Receiving firm: Vanguard Brokerage Services Stock Transfer Instructions. Mutual Fund transfers will be administered by the ASU Foundation's custodian, The Northern Trust Company. Attention: Thomas Albertson . To: (Your Financial Advisor) Telephone Fax From: (Your Name) Mailing Address Preferred Phone # Name of Stock or Mutual Fund Number of Shares DTC (Depository Trust Company) Transfer Instructions Gift of Securities, DTC Transfer Please gift the following: # of shares Security Name Symbol (optional) From: My Account Number at (delivering firm) To: Diocese of Kansas City-St. พ. It is a two-step process: 1. A. , IRA, Trust, etc. Transfers from a Bank or Broker · Give your bank or broker the following instructions: Bank of New York Mellon DTC# 0443 · E-mail transfer details to [email protected]  you've set up on the account you're transferring to Merrill Edge. 1. In the example below, Computershare recognizes that my broker is TD Ameritrade based on the DTC Code 0188. • Mutual Funds (not DTC eligible). or fax this form to (901) 578-2. For DTC transfers, the date of gift is. FBO: (Insert Entity Name - donors last They can arrange to have your broker transfer the securities by wire. ® Instructions for delivering firm. In Computershare, the page will automatically detect who the broker is based on DTC code. Notify your bank or broker that you would like to transfer shares as a charitable gift to the Jamestown Yorktown Foundation, Inc. STOCK TRANSFER INSTRUCTIONS Please provide the following Depository Trust Company (DTC) instructions to your broker to initiate a stock transfer to the ASU Foundation for a New American University for the benefit of ASU. to use the following instructions: DTC #: 2027 Agent Bank ID #: 94866 Institution: 94866 Wells Fargo Client Account # 13383805 DTc TransFer insTrUcTion sheeT Important DtC transfer Instructions for Financial advisors For gifts of securities to the University of chicago, please deliver by DTc to: northern Trust/chicago DTc #2669 agent bank #20290 For further credit to The University of chicago account #26-80803 Important For proper donor recognition, transfers always transmit through the DTC wiring systems DTC Transfer Instructions for Financial Advisors For gifts of securities to the American Museum of Natural History, please deliver by DTC to: J. In addition, customers choosing this option will receive an ID Confirmation Message advising them of supplementary details. Delivery to DTC Clearing 0164, Code 40. 6:45 p. Client Name: Wenham Historical Association & Museum, Inc. Instructions for DTC stock transfer 1. FAX. P. Stock or Mutual Fund Transfer and Delivery Instructions THANK YOU FOR YOUR GIFT! IMPORTANT: Please notify us of any stock/mutual fund to be received in advance of the transfer, so that proper acknowledgement and receipt can be made. Identify the number INSTRUCTIONS FOR TRANSFER OF SECURITIES VIA DEPOSITORY TRUST COMPANY (DTC) To ensure a smooth transfer of the stock you are contributing, please take the following steps: 1. The instructions MUST also include the name of the clearing firm originating this transaction plus the phone number and extension, and instructions that the shares are to be DWAC . If your securities are with a bank or broker, you can transfer your shares to the College by Depository Trust Company (DTC)  3. DTC Eligible Items. DTC #0164. DTC Number: 2027 . If you would like to transfer shares  transfer instruction, you will cancel all open orders for my account on your books. Fund Transfer, use this section to identify the mutual fund positions to transfer. E. Thank you for your interest in donating stock to the Girl Scouts of North East Ohio. However, for transactions settled in DTC against payment, DTC provides an affirmation process which is equivalent to a matching facility. following Depository Trust Company (DTC) delivery instructions: Charles Schwab & Co. Address: 300 Broadhollow Rd Melville, NY 11747 . TELEPHONE. 3343 for assistance. If you intend to transfer mutual fund shares to the University, please contact us ahead of time with the mutual fund name. We receive the securities, sell them, and then send the net proceeds to the church or charity as you have directed. DTC Transfer Instructions – Wells Fargo. The following instructions apply to select accou nts where Citigroup has DTC Instructions:. DTC Eligible Securities: DTC# 0443 Pershing, LLC For Credit to account #: N7M100269 Specific instructions for completing this form transfering and the shares can be found in the accompanying “Instructions for Securities DTC Transfer Confirmation Form UP-3 INS. Please no6fy fi[email protected] Stock Transfer (DTC) Instruction Form. Wire transfer funds: Contacts: Bank of America . Jude Children’s Research DTC Transfer Instructions – Wells Fargo. us at least 4 days prior to delivery. In addition, please forward a COPY of this form to Community Bible Study, as donor information does not always transmit through the DTC wiring system. Brokerage, Mutual Fund, Annuities or Bank Securities Transfer Unless otherwise indicated in the instructions above, please transfer all assets in my  SECURITIES TRANSFER INSTRUCTIONS. Donating stock or other securities takes just three easy steps. Securities should be transferred in-kind and are not to be liquidated. - For all gift transfers, the date of gift is the date the transfer is completed. 529 Plans: Receiving account must be an Ameriprise Brokerage 529  Securities Settlement and Money Transfer Instructions. Note: For mutual fund transfers where the client is transferring part of their mutual funds in kind as well as  WIRE AND DTC TRANSFER INSTRUCTIONS. m. net with the following donation information: For checks, please refer to delivery instructions on this page (include your account number on the check). Charles Schwab. DTC TRANSFER INSTRUCTION SHEET INSTRUCTIONS FOR GIFTS OF STOCK OR MUTUAL FUNDS Thank you for supporting Wellspring Living. Send: 1. DTC # 5198, for New York University Gift Account # 847-04X09. When donating stock to the International School of Denver, Inc. Please complete this form and forward it along with the DTC transfer instructions found on the bottom of this page to your financial advisor. Deliver All DTC Eligible Securities to. 20 พ. All DTC Eligible Securities. Split Gift with Spouse? Special Instructions. Swift Code: BOFAUS3N (For US dollar wires) Account #/IBAN: 4830 3105 5133 DTC TRANSFER INSTRUCTION SHEET INSTRUCTIONS FOR GIFTS OF STOCK OR MUTUAL FUNDS Thank you for supporting PSI. How to clear a DTC: 1. Identify the To make a contribution to our brokerage account, please give these instructions to your broker and contact NW Hope & Healing, so we can confirm the transfer and provide you with an appropriate donation receipt: Charles Schwab DTC (stock transfer) Instructions: DTC # 0164 Receiving DTC Brokerage Firm: Charles Schwab & Co. Pledgees to enter free pledge release returns. - DTC number of delivering firm - Type of account: (i. In order to track the gift's arrival and ensure that it is credited properly, please notify your SVCF  (This section is used for partial transfers. TO (DONOR'S FINANCIAL ADVISER). 2564 You or your broker may contact the Gift Accounting Office for stock delivery instructions at 800-758-9441 or [email protected] Euroclear (Bond) Issues Raymond James Euroclear #99134 . To: (Your Financial Advisor) Telephone Fax From: (Your Name) Mailing Address Preferred Phone # Name of Stock or Mutual Fund Number of Shares Making a DTC Stock Transfer The donation of publicly-traded stock can be accomplished conveniently and quickly through your stock broker's Depository Trust Company (DTC) electronic transfer system. Cannot use this form to request the rollover of a qualified plan. DIRECT REGISTRATION INSTRUCTIONS DELIVERY INSTRUCTIONS - WELLS FARGO BANK, N. Page 2 of 5. via DTC. At the time of transfer, please contact UGA Foundation Gift Accounting at mutual fund transfer instructions as each fund requires a specific account. 8992-3609 STOCK TRANSFER INSTRUCTIONS I. 2562 Securities Transfer and Cash Wire Instructions. • If you are requesting to transfer from your Qualified Retirement Plan, please contact your plan administrator; this form may not be required. STOCK TRANSFER INSTRUCTIONS I. 8. IRA TRANSFER INSTRUCTIONS. 2. Check Only One: (Please follow Delivery Instructions on the back of the form. Questions related to the transfer can be directed to Jorja Watts at (412) 234-0439. DTC TRANSFER INSTRUCTIONS We are grateful for your support of the Presidential Precinct. A transfer of securities, both in DTC and in FED, is initiated by a single delivery instruction. If you have any questions, please contact Ester Diaz at 219 473-4388 or via email at [email protected] FIS Reliance Trust Participant/DTC #5409 How do I transfer an account from another broker? What is Ally Invest's DTC number? View all Transfers FAQs here! the low stock price on the date the transfer occurs. Ms. NOTE: These instructions are for securities transfer ONLY. n Select a dividend and capital gain option for direct, in kind mutual fund transfers. , Inc 885 Third Avenue Ste 1720 New York, NY 10022 DTC#: 0226 Account Number: CXT-528884 Account Name: Jewish Federation of Metropolitan Detroit Federal Tax ID: 38-1359214 is a service offered by the Depository Trust Company (“DTC”) which provides registered shareholders of the issuer with the option of holding their assets (shares) on the books and records of the Transfer Agent in book-entry form instead of a physical stock certifcate. All DTC-Eligible Securities: All deliveries MUST include client name. Transfer an account from a mutual fund company For information on which mutual funds can be transferred to Merrill Edge, please contact your Merrill Edge Financial Solutions Advisor, visit merrilledge. ) - Social Security or Tax ID of delivering client - Exact name & account number of delivering firm’s client To get started, follow the specific instructions provided to you by the receiving broker. IMPORTANT. 2557 All DTC Eligible Securities. The specific information needed to make a gift of securities by DTC transfer is: Broker Name: SEI Private Trust Company, Attn: STAS Team One Freedom Valley Drive Oaks, PA 19456 Morgan Stanley Donation and DTC Delivery Instructions The most efficient method for donors and/or brokers to transfer securities is by direct transfer of the securities to the Custody Account held at Morgan Stanley. Account Name: The University of Connecticut Foundation, Inc. Electronic, or DTC transfer, is the fastest and most secure method of donating securities. DTC # 0188. DTC Clearing 0164, Code 40. FAO: Client Name & RJ Account Number . 2. Provide a list in Excel format describing the securities that you intend to deliver and submit that to our office at Holder. Raymond James & Associates Delivery Instructions . For timely communication with DTC, issuers and their agents should refer to the DTC Operational Arrangements to determine the correct area to notify. Allocation Designation for Gift* A value is required. Laura McKenna Phone #: 631-547-7609 . For DTC Eligible Securities: Account #: N7M001814; TaxID: 36-2167910; DTC #: 0443; Transfer Agent:  Please complete this form and forward it along with the DTC Transfer Instructions found at the bottom of this page to your FINANCIAL ADVISOR. The DTC transfer instructions are as follows: Stock Instructions: DTC Transfer Instructions for Financial Advisors For gifts of securities to CIIS, please deliver by DTC to: Please use this form as authorization to transfer the securities listed below from my account to Cetera Investment Services LLC as my gift to California Institute of Integral Studies (CIIS), Tax ID # 94-2254303 always transmit through the DTC wiring systems DTC Transfer Instructions for Financial Advisors For gifts of securities to the American Museum of Natural History, please deliver by DTC to: J. ” I, the undersigned, certify that the securities listed above have been successfully transferred via DTC to Wells Fargo Advisors, BNY Mellon Wealth Management Delivery Instructions Reference Sheet For SEI Custody Accounts Effective Settlement Date 4/11/2014 _____ DTC DTC# 8275 / Mellon Reference: 10112171004/ Anna Jaques Hospital - IMA _____ FED BOOK ABA # 021000018 Bk of NYC/10112171004 The diagnostic trouble code (DTC) should only be erased once the positive voltage concern has been corrected. SECURITY TRANSFER DIRECTIONS DTC Transfer Instructions. functions as the custodian of the Foundation’s account and will receive and credit the transfer as per these instructions. NOTE:  Get the most out of your DTC TV service! instructions on locking channels. DTC: 0226 letter of instruction to transfer the above shares to an account at your firm in  This option only applies if the delivering account is a brokerage account. DTC Delivery Instructions: DTC-eligible securities are to be delivered to DTC Clearing 0164, Code 40. Agent Number: 94866 . For The DTC number of the broker The exact name of the account that is to be credited as well as the account number. When completing your Account Transfer Form, please follow these guidelines: Be sure to fill out ALL sections of the Account Transfer Form. Wells Fargo Account Number: 13487030 Delivery instructions for securities To the DTC/ Free-delivery department Please accept these instructions as the authorization to transfer the assets specified below to Vanguard Charitable’s brokerage account. 22 ก. Please use this form as authorization to transfer the securities. They can arrange to have your broker transfer the securities by wire. Suite 200 Orlando, FL 32810 All DTC-Eligible Securities (e. Fractional shares must be sold prior to escheatment and reported as cash in lieu of. , Inc 885 Third Avenue Ste 1720 New York, NY 10022 DTC#: 0226 Account Number: CXT-528884 Account Name: Jewish Federation of Metropolitan Detroit Federal Tax ID: 38-1359214 DTC Transfer Instructions for Financial Advisers For gifts of securities other than mutual funds to the University of Chicago, please deliver by DTC to: Northern Trust/Chicago DTC #2669 Agent Bank #20290 For further credit to The University of Chicago Account #26-80803 IMPORTANT For proper donor recognition, transfers must include the following • Transfer of Mutual Fund(s) DTC OR ELECTRONIC TRANSFER INSTRUCTIONS DTC or Electronic transfer is the fastest and most secure method for dona6ng securi6es. [email protected] This information will be stored in DTC’s wire instruction database and may be accessed when you DTC Instructions to Transfer Stock to Emmaus DTC # : 8862 MERRILL LYNCH ACCT: Emmaus Catholic Church – Operating Account 512-02398 TAX ID: Emmaus Catholic Church 74-2799336 When Transferring Shares Via DTC, Please Notify Ron Riehs or Tabor Northup @ 397-3722 Or Toll Free 877-456-4699 Fax 512-351-3212 E-MAIL: [email protected] 2563 DTC requests that Participants and transfer agents not send [email protected] Without that. All DTC eligible shares must be deposited through DTC or DWAC (if not a DTC participant). 11 Depositing or Transferring. WIRE AND DTC TRANSFER INSTRUCTIONS . All DTC-eligible securities. of The Administrators of the Tulane Educational Fund by providing the following transfer instructions to your broker: DTC Eligible Securities DTC# 0443 When you request an ACATS transaction, you have the option of creating a new Position Transfer Instruction or using an existing Position Transfer  Before using the SPP Return/P&I Withdrawal Request function, you must activate your account for this option and supply DTC with specific wire instructions  Use this form to authorize the transfer of DTC eligible securities to another Secure Message: For instructions on how to submit this request online by  DTC Instructions for Transferring Securities (stocks, bonds & marketable assets). Instructions for Gifts of Securities by DTC Transfer Thank you for supporting Northwest Community Hospital Foundation with a gift of securities (stock). Joseph, please deliver by DTC to: Cetera DTC electronic transfer account: #0701 INSTRUCTIONS FOR TRANSFER OF SECURITIES VIA DEPOSITORY TRUST COMPANY (DTC) To ensure a smooth transfer of the stock you are contributing, please take the following steps: 1. Donors can instruct their financial institution to transfer securities electronically via "DTC" to the USAFA Endowment, Inc. Please keep in mind that your gift of stock and/or mutual funds must be received by Wellspring Living's broker by always transmit through the DTC wiring systems DTC Transfer Instructions for Financial Advisors For gifts of securities to the American Museum of Natural History, please deliver by DTC to: J. Mail a copy of this form to Reading In Motion or email Zoe Benditt at [email protected] readinginmotion. Instructions for donating securities held by your broker, bank or other financial and instruct your broker to transfer the securities, if DTC-eligible,  through your stock broker's Depository Trust Company (DTC) electronic transfer system. Certain mutual funds are not  ELECTRONIC TRANSFER INSTRUCTIONS. Please call 231-213-1163, or email [email protected] DTC Instructions for Transferring Securities (stocks, bonds, & marketable assets) Please use the instructions below to transfer assets to the Maine Humanities Council account at U. Complete the “General Security Transfer Form” and mail or fax it to your broker/bank. Name of Donor of shares you will transfer). 5 ม. DTC#: 0188. Fenwick High School 61-1908-01-3. Donor's Broker:  Deliver all eligible securities per these instructions. INSTRUCTIONS FOR TRANSFERRING GIFTS OF STOCKS. Broker Instructions: Name of Receiving Institution: Charles Schwab & Co. Consult with a tax professional on any tax issues. Fed Wire ABA $: 026 009 593 . Stock Donation Instructions – Brain Injury Association of America, Inc. com for the required DTC forms and further instructions. DTC TRANSFER INSTRUCTIONS Updated 12/2/10 We request all financial institutions that are initiating DTC transfers of securities to MCF at Wells Fargo Bank Minnesota N. com . To ensure that the contribution is receipted in an expedient manner, please Set up the transfer appropriately - choose either one time or recurring. • Receiving firm: Vanguard Brokerage Services External Transfer Form Receiving Firm DTC Clearing Number: 0188 Use this form to request the transfer of your existing account to TD Ameritrade. Donors can instruct their financial institution to transfer securities electronically via "DTC" to. For tax purposes, please contact recipient of coming donation. DELIVERY INSTRUCTIONS – WELLS FARGO BANK N. ย.

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