Get Stanford University Securities Transfer Request Form 2017

Transferring securities to Stanford University is a straightforward process when you use the Securities Transfer Request Form. This guide provides step-by-step instructions to help you accurately complete the form online.

Follow the steps to successfully fill out the form.

1. Press the ‘Get Form’ button to obtain the Securities Transfer Request Form and have it open in your preferred editing tool.
2. Begin by entering the current date in the designated section at the top of the form.
3. Complete the fields for the broker's name, brokerage firm, and the brokerage number. Ensure this information is accurate to facilitate the transfer process.
4. Authorize the transfer by filling in the specific name of the stock and the number of shares you wish to transfer in the provided lines.
5. Indicate your account title at the brokerage firm in the section labeled 'account title at brokerage firm'. This should reflect how your account is registered.
6. Provide your brokerage account number, which is necessary for correctly identifying your holdings.
7. Specify the DTC transfer details: Dreyfus (Pershing) DTC # 0443 and Account # 58L-001466, along with the account registration details. Ensure these details are entered correctly.
8. Add your signature in the designated area to authorize the transfer, which confirms your intention to make a gift to Stanford University.
9. Include your name as the donor, which is important for record-keeping and acknowledgment purposes.
10. State the purpose of the gift in the gift designation section. This helps Stanford understand your intent for the contribution.
11. After completing all the required fields, review the form for accuracy and completeness. Save your changes.
12. Download or print a copy of the completed form. Send a signed and completed copy to your broker, as they are responsible for initiating the transfer.
13. Return a completed copy back to the Gift Securities Team via email or fax. Ensure you follow any specific requirements your brokerage may have.

Complete your Securities Transfer Request Form online and make your contribution to Stanford University today.