The Carey School Charles Schwab Securities Transfer Information Form printable pdf download

The Carey School Charles Schwab Securities Transfer Information Form

The Carey School

Charles Schwab Securities Transfer Information Sheet

(Please Type or Print Clearly)

Please fill in this form or create a similar letter to be sent to your broker. Send/Fax a copy of this

form or your letter to:

Lisa Fowler

The Carey School

One Carey School Lane

San Mateo, CA 94403

Tel: (650)345-8205

Fax: (650)345-2528

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Charles Schwab

Acct #:2090-4300

Charles Schwab DTC#0164 code 40

The Carey School Tax-Exempt ID: 94-3085954

Date:________________

To:__________________

(Name of your brokerage firm)

Attn:______________________Fax#:________________

Please transfer_________shares___________stock from

account number__________________________ in the

name of ________________________________.

Designate gift to:_________________________________

(Annual Fund, Capital Campaign, Other)

Signature:_______________________________

Printed Name:____________________________

Phone Number:___________________________

Please send a copy of this letter to :

The Carey School Advancement Office

One Carey School Lane

San Mateo, CA 94403-1299

Phone: (650) 345-8205

Fax: (650) 345-2528

The Carey School Charles Schwab Securities Transfer Information Form