Transfer Letter for Securities
to Williams College Pooled Income Funds |
INSTRUCTIONS: | - Complete this form online, except for signatures and account number.
- Print a copy to send to your Broker/Banker. Sign the printed copy and write in account number.
- Press "SEND" at the bottom of the form to submit the information to Williams.
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| Note: For transfer of foreign securities, please contact the Trust & Estate Administration Office. (413-597-4533) |
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TO: | Your broker/banker’s name: |
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Your broker/banker’s address: |
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Your broker/banker’s phone: |
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RE: | Your account number: |
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Your account title: |
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Legal owner(s) of assets in account: |
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TRANSFER AUTHORIZATION
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| Upon receipt of this letter, please electronically transfer shares of , ticker symbol as a gift to Williams College for:
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DTC (Stocks, Corporate Bonds & CDs):
Code 40
DTC #0164
Charles Schwab & Co., Inc.
Attn: Transfer of Accounts
101 Montgomery Street
San Francisco, CA 94104
FBO: The President and Trustees of Williams College, Trustee of
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Before transferring, contact the Trust & Estate Administration Office at Williams College (413-597-4533). Note: the gift is not made until the transfer occurs.
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Choose a fund from list
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Donor name(s): |
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Date: |
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Authorized signature: | _____________________________________________ Sign as name appears on account.
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If joint account, authorized signature: | _____________________________________________ Sign as name appears on account. |
cc: Trust & Estate Administration Office (FAX 413-597-4573)
Before pressing "SEND," print this completed form, sign it, and send it to your Broker/Bank. |
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We thank you on behalf of all Williams students and professors who will benefit from your generous gift. |