Broker Notification - Stock Delivery Instructions

TRINITY UNIVERSITY
One Trinity Place
San Antonio, TX 78212-7200

If you are wanting to give stock to Trinity please refer to Trinity's web page at http://web.trinity.edu/x1192.xml

If you prefer to speak with a person you can call Trinity University's representative at J.P. Morgan Chase, Timothy J. Morrow at 469-477-1096 or Uzoamaka N. Okenwa at 469-477-1614 or Jason Burgess at 469-477-1565

If you need to speak with an individual at Trinity University you can call the Advancement Office at 210-999-7415.

BROKER NOTIFICATION – STOCK DELIVERY INSTRUCTIONS

DTC – ELIGIBLE SECURITIES
 

J.P. Morgan Chase
Columbus, Ohio

Contact:
Timothy J. Morrow at 469-477-1096 or
Uzoamaka N. Okenwa at 469-477-1614 or
Jason Burgess at 469-477-1565

DTC Participant Account Number: 902

Account Number:  P82147                                           

Reference:  Trinity University  

Trinity University must be notified when assets are transferred.  Please contact Michael McKinnerney, Manager of Endowments Accounting, phone: 210-999-7338, fax: 210-999-8288, or email: mmckinne@trinity.edu with the following information:

Name of security_____________________________________________        

Number of shares_____________________________________________

Donor’s name________________________________________________

Delivery bank or broker name___________________________________

Delivery bank DTC # or broker DTC #_____________________________

   

THANK YOU.