Stock Transfer Information
Electronic Transfer of Shares
Shares may be electronically transferred to the Miami University Foundation through either Merrill Lynch or Morgan Stanley. 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.
Account Information
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Morgan Stanley
Wealth Management
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Endowment Account #
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949133285
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Foundation Account #
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949133508
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DTC #
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015
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Contact Person
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Mary Deasey
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Telephone #
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(866) 273-3726
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Fax #
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(614) 473-2450
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Merrill Lynch
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Endowment Account #
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639-04061
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Foundation Account #
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639-04116
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DTC #
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5198
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Contact Person
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Rick Cottrell/Fred Gallenstein
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Telephone #
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(866) 796-1193
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Fax #
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(513) 322-4405
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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
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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.