Sample Letter Authorizing Transfer of Stock

 

Donor Name: _______________________________________    Date: ______________

 

Daytime Phone: _____________________    Email: ______________________________

 

 

I/We hereby request _______________________________________________________

                                                (Donor’s Brokerage Firm)

 

To transfer from our account number _______________________________ the following

 

_________________________________________________________________________

(Number of Shares)                            (Description/Symbol)

 

Purpose of Gift: ____________________________________________________________

 

Instructions

Please transfer the above item(s) to:

Dominican University of California
Morgan Stanley Account 172-035014
DTC 0015
Tax ID 94-1156525

 

Catheryne DiPrete
E: catheryne.diprete@ms.com
P: 415-482-1505
F: 415-451-1401

 

_______________________________________      ________________________________

Donor Signature                                                          Donor Signature