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Gift of Securities DTC Transfer to William Jewell College
If stock is held in custody with a brokerage firm or bank trust department, the donor will make a direct transfer of the securities from the custodian firm or bank to Jewell’s account at Smith Barney Inc. The donor should instruct the holding institution to make a direct transfer, known as a “DTC” with the following instructions.
Please gift _____________________ of ___________________________________________
Shares/Units Security
From my Account Number: _______________/ at_____________________________________
Delivering Firm
Account Name: _______________________________________________________
To: William Jewell College
TIN/EIN # 44-0545914
Smith Barney Acct.#: 183-03666-1-1-150
DTC # 0418
For the Benefit of: ______________________________________________
Signature: _____________________________________________________
Signature: _____________________________________________________
Contact: Peggy Stephens, Senior Assistant To
Margo A. Shepard, CFP, CIMA
Senior Vice President-Investments
Senior Investment Management Consultant
Smith Barney Inc.
4520 Main Street, 8th Floor
Kansas City, Missouri 64111
Tel: (816) 932-7865/ (800) 821-6119
Fax: (816) 932-7836
Instructions to Donor:
1. Donor should notify the Office of Advancement of the transfer of stock and indicate how their gift is to be used (example: scholarships, buildings, or as an annual gift). This will enable the College to acknowledge a gift promptly and respect any restrictions or preferences they may have for the use of the gift.
2. Please give this original signed letter of authorization to the delivering firm.
3. Please fax or mail a copy of this signed letter to (816) 932-7836, Attn. Megan Marquis, so we can notify the above organization and track your gift.
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