Get Instruction Letter

Filling out the Instruction Letter is an important step in making a stock transfer to the Boys & Girls Clubs of Monterey County. This guide will walk you through the process of completing the form online, ensuring that all necessary information is provided accurately and clearly.

Follow the steps to complete the Instruction Letter online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
2. Enter your name(s) and address in the designated fields at the top of the form. Make sure to include a valid telephone number for any follow-up communication.
3. Insert the current date in the specified section to indicate when the letter is being submitted.
4. Provide the name of your broker and the financial institution or company they represent. Make sure to include the complete address.
5. In the section labeled 'Re: Letter of Instruction to transfer securities,' clearly state your intention to contribute shares by filling in the number of shares and the full name of the stock.
6. Select the purpose of your contribution by checking the appropriate box or specifying a different purpose if applicable.
7. Specify the deadline for the stock transfer in the designated area, ensuring it complies with any relevant timelines.
8. Fill in your account number from which the shares will be transferred, and confirm the details of the Boys & Girls Clubs of Monterey County’s account, including DTC, account number, and account name.
9. If desired, provide a contact number where you can be reached should there be any questions about the transfer.
10. Sign the document and include your spouse's signature if applicable. Add any necessary contact details.
11. Finally, you can save your changes, download the form, print it, or share it as needed.

Take the next step in your charitable contribution by completing the Instruction Letter online today.