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Stock Transfer Instructions

If you are transferring securities from...

... Your Broker to Wesleyan

...You to Wesleyan

Notify:

Broker

Wesleyan
Attn: Angela Morgan
Wesleyan University
318 High Street
Middletown, CT 06459

amorgan@wesleyan.edu



Wesleyan
Attn: Angela Morgan
Wesleyan University
318 High Street
Middletown, CT 06459

amorgan@wesleyan.edu

Send:

  1. Security NAME
  2. NUMBER of shares (or $ VALUE) of shares you wish to transfer
  3. Transfer ADDRESS:
    Attn: Richard Gibbons
    Wesleyan University
    (Acct. No. 5VZ-02103)
    Merrill Lynch
    213 Court Street
    Middletown, CT 06457
    (860) 343-8304
  4. Merrill Lynch’s DTC No.: 5198
  5. Wesleyan’s Fed ID No.:
    06-0646959
  1. Unendorsed Certificates
  2. Letter with your name, class year, and address by registered mail to: Angela Morgan (see above).

    In a separate envelope:

  3. Stock Power with only your signature filled in. Each stock certificate requires a separate stock power.

Date of Gift:

Receipt into Wesleyan Account.

Later of your two envelope postmarks.


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