Securities

Stock Transfer Information

Electronic Transfer of Shares
Shares may be electronically transferred to the Miami University Foundation through either Merrill Lynch or Smith Barney. The value of each gift for tax purposes is determined by taking the mean of the high and low trading values of the shares on the day they are received in the account multiplied by the number of shares transferred.

Transfer by Certificate

If you have in your possession the paper stock certificates, you should use the following procedure:

1. Please do not complete any section on the reverse side of the stock certificate(s). Simply mail to the following address

	Miami University Office of Development Murstein Alumni Center 725 E. Chestnut Street Oxford, Ohio 45056
Please also include a letter stating that you are contributing the certificate(s) to the Miami University Foundation.

2. In a separate envelope, please mail one signed copy of a stock power form per each certificate. The signature on the stock power form should reflect precisely the name printed on the certificate. Please also include one signed release form. Other than adding your signature to these forms, do not complete any other section.