Transfer Letter for Securities
to Williams College Annuity Trust/Unitrust


INSTRUCTIONS:
  1. Complete this form online, except for signatures and account number.
  2. Print a copy to send to your Broker/Banker. Sign the printed copy and write in account number.
  3. Press "SEND" at the bottom of the form to submit the information to Williams.
 Note: For transfer of foreign securities, please contact the Trust & Estate Administration Office. (413-597-4533)
 
TO:Your broker/banker’s name:
Your broker/banker’s address:
Your broker/banker’s phone:

RE:Your account number:
Your account title:
Legal owner(s) of assets in account:


TRANSFER AUTHORIZATION

Upon receipt of this letter, please electronically transfer shares of , ticker symbol as a gift to Williams College for:

DTC (Stocks, Corporate Bonds & CDs):
Code 40
DTC #0164
Charles Schwab & Co., Inc.
Attn: Transfer of Accounts
101 Montgomery Street
San Francisco, CA 94104
For the Account of: The President and Trustees of Williams College, Trustee of
Acct #:
Account # unavailable until gift discussed with the College		 Before transferring, contact the Trust & Estate Administration Office (413-597-4533) to ascertain an account number.

Donor name(s):

Date:


Authorized signature:_____________________________________________
Sign as name appears on account.

If joint account, authorized signature:_____________________________________________
Sign as name appears on account.
Before pressing "SEND," print this completed form, sign it, and send it to your Broker/Bank.
   

We thank you on behalf of all Williams students and professors who will benefit from your generous gift.