Download Letter Of Instruction Template To Broker To Transfer for Free

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SAMPLE OF A LETTER OF INSTRUCTION TO BROKER TO TRANSFER STOCK TO
BOYS & GIRLS CLUBS OF MONTEREY COUNTY
Donor Name(s)
Address
Telephone Number
Date
Name of Broker
Financial Institution/Company
Address
Re: Letter of Instruction to transfer securities
Dear _____:
I wish to irrevocably contribute __________ shares of ________________________ stock to the
Boys & Girls Clubs of Monterey County as a gift for [choose one]:
General Operations/Unrestricted
________________________________________ (specify purpose)
Please transfer these shares as soon as possible, but no later than (specify date) __________________
from my Account # _____________________ to the Boys & Girls Clubs of Monterey County’s Account:
Wells Fargo Investments
DTC # 0733
Account # 83633244
Account Name: Boys & Girls Clubs of Monterey County
If there are any questions about this transfer of stock, please call me at _________________(phone
number). Thank you for your prompt attention to this request.
____________________________________
Signature/Donor Name
___________________________________
Signature/Donor Spouse if applicable
cc: Boys & Girls Clubs of Monterey County
P.O. Box 97
Seaside, CA 93955
Letter Of Instruction Template To Broker To Transfer
source: bgcmc.org
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