The Foundation of the First Unitarian Society of Minneapolis

Charitable Gift Donation  -  Pearson Social Concerns
Letter of Authorization for DTC Transfer

Please use this as your letter of authorization to transfer from my account

Client Name:

 

Account #:

 

the following stock position(s) via the Depository Trust Company (DTC)

Stock Name or Ticker:

 

Share Amount:

 

Stock Name or Ticker:

 

Share Amount:

 

Stock Name or Ticker:

 

Share Amount:

 

Stock Name or Ticker:

 

Share Amount:

 

Stock Name or Ticker:

 

Share Amount:

 

into the following account: PEARSON SOCIAL CONCE

Client Name:

Foundation of the
First Unitarian Society

EIN 41-1723689

Receiving Firm:

Charles Schwab

- -

Account #:

9145 - 0104

- -

DTC #:

0164

- -

Please include any other delivery instructions here:

 

Signed: ______________________________________ Dated: _____________

Signed: ______________________________________ Dated: _____________

NOTE: The signatures of all of the account holders will be required to process request.