Stock Transfer Form

"*" indicates required fields

You may ask your broker to transfer any stock or mutual fund to the college. Using this form alerts the college of your intended transfer and provides information for you and your broker.

Instructions

Contact your broker to transfer security to Wheaton’s broker account:
Charles Schwab & Co.
DTC Clearing #0164, Code 40
For the account of: Wheaton College Account #9949-0265
Please ask your broker to include “your name”and the phrase “For the benefit of Wheaton College, Norton MA” in the transfer instructions.
Complete the Stock Transfer Form below to alert Wheaton of your stock gift.
Press “Submit” at the bottom of the form to send your information to Wheaton College MA.

For additional information, please contact the Wheaton Fund at [email protected] or call 508-286-3761.

Name*

First Last

Email*

Address*

Street Address Address Line 2 City State ZIP Code

Phone

Transfer Information

Number of Shares

Name of Company or Mutual Fund

Ticker Symbol

Gift Designation Information*

Broker/Banker's Name*

Broker/Banker's Address*

Street Address Address Line 2 City State ZIP Code

Broker/Banker's Phone

Broker/Banker's Email