Broker Notification - Stock Delivery Instructions
TRINITY UNIVERSITY
BROKER NOTIFICATION – STOCK DELIVERY INSTRUCTIONS
DTC – ELIGIBLE SECURITIES J.P. Morgan Chase Columbus, Ohio AVP: Pension, Endowment and Foundation Officer,Brian L. Ferguson 614-213-2236 DTC Participant Account Number: 902 Reference: P82147 Reference: Trinity University
Additional Information If Needed: Agency Bank Number: 25787 Institutional Bank Number: 26097
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. |