Stock Transfer Information Sheet

 

 

Electronic Transfer of Stock to the University through: 

 

SunTrust Bank  (SunTrust Robinson Humphreys)

Atlanta , Georgia   

800-446-3004 

800-874-4770  (automated)

DTC#  0226      

W&L’s Account #  MA2-357758

         

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

 

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

Any Additional Comments?