Wesleyan Home → Alumni → Gift Planning
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: |
- Security NAME
- NUMBER of shares (or $ VALUE) of shares you wish to transfer
- Transfer ADDRESS:
Attn: Richard Gibbons
Wesleyan University
(Acct. No. 5VZ-02103)
Merrill Lynch
213 Court Street
Middletown, CT 06457
(860) 343-8304
- Merrill Lynch’s DTC No.: 5198
- Wesleyan’s Fed ID No.:
06-0646959
|
- Unendorsed Certificates
- Letter with your name, class year, and address by registered mail to: Angela Morgan (see above).
In a separate envelope:
- Stock Power with only your signature filled in. Each stock certificate requires a separate stock power.
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Date of Gift: |
Receipt into Wesleyan Account. |
Later of your two envelope postmarks. |