Ira Charitable Transfer Instructions printable pdf download

Ira Charitable Transfer Instructions

IRA Charitable Transfer Instructions

Date:

______________________

To:

_________________________________________________________

(Firm that administers my IRA Account)

Address:

_________________________________________________________

City/State/Zip

_________________________________________________________

From:

Name:

_________________________________________________________

Address:

_________________________________________________________

City/State/Zip

_________________________________________________________

Phone number: _____________________ Email: _____________________________

I am hereby requesting that you make a direct qualified charitable distribution from my Individual

Retirement Account # _______________________________ to the University of New Haven as provided for

under the Tax Increase Prevention Act of 2015 and section 408(d)(8) of the Internal Revenue Code of 1986,

as amended. The University of New Haven’s tax identification number (EIN) is 06‐0761704.

___ Please transfer funds, or issue a check, in the amount of $ ________________________________,

payable to the University of New Haven.

___ Please transfer the following securities to the University of New Haven (Name and number of shares):

__________________________________________________________________________________

For instructions to wire transfer securities, please use this link:

In your transmittal to the University of New Haven, please include both pages of this form, which shows

my name and address as the donor of record, indicates that the transfer is being made from my IRA

account, and notifies the University of the purpose of my gift. Please copy me on your transmittal.

If you need to contact me, I can be reached at the following phone number: _______________________, or

the following email address: _______________________________.

Thank you for your assistance with this transfer.

Sincerely,

Printed name: ________________________________ Signature: ____________________________________

Ira Charitable Transfer Instructions