Stock Transfer Information Sheet



Electronic Transfer of Stock to the University through: 


SunTrust Bank  (SunTrust Investment Services)

Contact: Adrian Barr

Atlanta , Georgia   


DTC#  0226      

W&Lís Account #  WXW-032334


Personal Information


Alumnus/a   Class Year:



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


      Please specify capital designation:


     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?