Get Stanford University Securities Transfer Request Form 2013
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How to fill out the Stanford University Securities Transfer Request Form online
Completing the Stanford University Securities Transfer Request Form is a straightforward process. This guide provides clear, step-by-step instructions to help you fill out and submit the form online effectively.
Follow the steps to complete the form accurately.
- Click ‘Get Form’ button to obtain the Securities Transfer Request Form and open it for editing.
- Enter the date at the top of the form, ensuring that it reflects the current date when you are completing the form.
- In the 'To' section, fill in the name of your broker and the brokerage firm you are working with, along with their phone number for any necessary follow-up.
- In the body of the letter, indicate your authorization for the transfer by listing the name of the stock and the number of shares you wish to transfer.
- Provide the account title as it appears at the brokerage firm to ensure proper identification.
- Input your account number from which the shares will be transferred to Stanford’s account.
- Include the required details for the transfer via DTC, specifying the Dreyfus (Pershing) DTC number and Stanford University’s account number.
- Sign the form to validate the transfer request. If there are multiple account owners, ensure all signatures are included.
- Indicate the purpose of your gift by providing a brief description in the gift designation section.
- Once you have completed the form, save any changes you made. You can download, print, or share the form directly from your device.
Submit your completed securities transfer request online to Stanford University today.
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Stanford values transfer students as they bring diverse experiences and perspectives to the campus community. The university actively encourages strong candidates from other institutions to apply, recognizing the unique contributions they can make. To maximize your chances, ensure that your application demonstrates how you align with Stanford's values and objectives. Utilizing resources such as the Stanford University Securities Transfer Request Form can help facilitate this process.
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