Stock Transfer Information Sheet

 

 

Electronic Transfer of Stock to the University through: 

 

SunTrust Bank  (SunTrust Investment Services)

Contact: Adrian Barr

Atlanta , Georgia   

404-813-4005  

DTC#  0226      

W&Lís Account #  WXW-032334

         

Personal Information

Name: 

Alumnus/a   Class Year:

Parent    

Friend   

Email: 
Daytime Phone:

Stock Transfer Information

Name of Stock:

Symbol, if known: 

Number of Shares:    

Approx. Value:     

Please note: Washington and Lee values stock gifts using the mean value of the stock on the date of gift.

Designation of Gift:

Annual Fund

Capital    

      Please specify capital designation:

Split/Other

     Please explain:

 

Is this a payment on an existing commitment: Yes   No

 

Please check this box if you want your gift to count for WLU Give Day:

Broker's Name:

Broker's Phone Number:

 

How will stock be conveyed?

Electronic Transfer

Stock Certificates and Stock Power Assignment Forms in donor's name

Stock Certificates in Washington and Lee's name

Will this gift be matched? If so, please enter your employer's name:

Any Additional Comments?