Securities Transfer Request Form

Book Your Field Trip

Follow the prompts on this form to provide us with the information we need to give you a quote and potential dates. Some things to keep in mind: - We encourage you to arrive at ��ϲ�� as early as possible, especially for larger groups of 60-100 students. We're happy to accommodate school groups as early as 9:00 am. - We want our field trips to work for you, so let us know if there is a topic you're interested in even if you don't see it on one of the lists below. - By booking far in advance you'll have more options for dates.

The Trustees and Staff of ��ϲ�� both welcome and seek charitable gifts. Charitable contributions are a major source of revenue for the support of both general operations and specific programs. Contributions generally take the form of outright gifts, such as, cash, checks, credit card payments and marketable securities. Stock shares can be transferred directly from your brokerage account to ��ϲ��’ account. Please complete this form, send a copy to your broker, and email the attachment to Alden Smith at [email protected]. Thank you for supporting ��ϲ��.

Date

Broker Name

Broker Firm

Broker Phone Number

Please accept this completed form as your authorization to irrevocably transfer:

Name of Stock

Number of Shares

From My Account Number

Which you hold in the name of (Account title at the brokerage firm)

To the account of; ��ϲ��.

Gift Designation (purpose of gift)

Deliver securities to:
Morgan Stanley
DTC# 0015
��ϲ��
A/C 503-022063

Morgan Stanley
7 Allen Street, 2nd Floor
Hanover NH 03755
Financial Advisor
James Goodrich

Name(s) of account owner(s)/authorized executor(s): *

First

Last

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