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Stock Transfer Form

Stock Transfer Form

It's simple to make a gift of stock to Smith College!

When you complete the information and select "Submit Form" below, your computer will generate a printable form with instructions for your broker to initiate the transfer. Please print that form, handwrite specific information that may be required by your broker, sign it and deliver it to your broker through a secure method, such as fax or US Mail.

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

For security reasons, we do not ask for your account number over the Internet. Make sure you contact your broker to initiate the actual transfer.

Bolded items with an asterisk (*) are required fields.

Donor Information

Name*
Address 1*
Address 2
City*
State*
Postal Code
Country
E-Mail*
Home Phone*

Broker/Stock Information

Brokerage/Financial Institution Name*
Broker/Contact Name*
Broker/Contact Phone*
Broker/Contact Fax
Anticipated Transfer Date*
Stock Name*
Number of Shares*

Special Instructions to Broker

Gift Designation Information

I would like to designate my gift to the following

  


 

The material on this website is not offered as legal or tax advice. Please consult with your professional advisors prior to any gift.
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