Stock Transfer Instructions Form - Diocese Of Des Moines

ADVERTISEMENT

Making Your Gift of Stock
Please follow the instructions below to make a gift of stock to the Diocese of Des
Moines Sharing God’s Gifts campaign. A Notification of Transfer (attached) should be sent to
the Diocesan Finance Office in both instances.
I
(
)
F THE STOCK CERTIFICATE
S
ARE HELD BY A BROKERAGE FIRM OR FINANCIAL INSTITUTION
YOU SHOULD PROVIDE THE INFORMATION BELOW TO YOUR BROKER OR FINANCIAL
. U
,
L
N
INSTITUTION
PON TRANSFER OF STOCK
PLEASE COMPLETE A
ETTER OF
OTIFICATION
(
)
D
F
O
:
ATTACHED
AND SEND IT TO THE
IOCESAN
INANCE
FFICE
1. The advisor for the Diocese of Des Moines is Michael T. Sherzan:
Mailing Address
Physical Address
Broker Dealer Financial Services Corp.
Broker Dealer Financial Services Corp.
th
P.O. Box 71339
140 South 68
Street
Clive, IA 50325
West Des Moines, IA 50266
(800) 352-5634 or (515) 727-6705
2. First Clearing LLC/Broker Dealer Financial Services Corp.’s DTC number is 0141.
3. The official name of the Diocesan account is: Roman Catholic Diocese of Des Moines.
4. The Diocesan account number is: 53109012.
5. A note on the transfer should indicate your parish’s name and that the stock is for the benefit
of the Diocese of Des Moines.
6. Donors must send a Letter of Notification (attached) to the Diocesan Finance Office so they
can receive the stock into the Diocesan account and credit the correct parish.
OR
I
(
)
…
F THE DONOR PHYSICALLY HAS THE STOCK CERTIFICATE
S
YOU CAN
A. Deliver the stock certificate(s), an executed Stock Power, and Letter of Notification.
Diocesan Finance Office
Sharing God’s Gifts
Catholic Pastoral Center
601 Grand Avenue
Des Moines, IA 50309
-OR-
B. Send (preferably by registered mail) your unsigned stock certificate(s), a signed Stock Power,
and Letter of Notification to the Diocesan Finance Office at the above address.
Sharing God’s Gifts Stock Transfer Instructions / Stock Transfer Instructions

ADVERTISEMENT

00 votes

Related Articles

Top 20 Happy Easter Cards And Gift Tags To Download For Free
Top Ten Easter Arts And Crafts Activities For Your Kids
Free Easter Coloring Pages And Easter Printables For Your Kids

Related forms

Utility Occupation Tax Return Form - City Of Des Moines Utility Occupation Tax Return Form - City Of Des Moines Financial
Form Mt-650 - Stock Transfer Tax Quarterly Return Of Stock Transfer Taxes Withheld Form Mt-650 - Stock Transfer Tax Quarterly Return Of Stock Transfer Taxes Withheld Financial
Stock Transfer Request Form Stock Transfer Request Form Business
Stock Gifts Notification Form - Institute Of Noetic Sciences Stock Gifts Notification Form - Institute Of Noetic Sciences Business
Form Rev-183 Ex - Realty Transfer Tax Form - Statement Of Value Form Rev-183 Ex - Realty Transfer Tax Form - Statement Of Value Financial
Form Rftreg - Withholding Account Electronic Funds Transfer Application Form - City Of Brook Park Form Rftreg - Withholding Account Electronic Funds Transfer Application Form - City Of Brook Park Financial
Adesa Auction Spreadsheet - Toyota Of Des Moines Adesa Auction Spreadsheet - Toyota Of Des Moines Business
Sample Letter With Stock Transfer Instructions For Your Broker Sample Letter With Stock Transfer Instructions For Your Broker Letters
Employee Live Scan Verification Form - Diocese Of Sacramento Employee Live Scan Verification Form - Diocese Of Sacramento Legal
Applicant Disclosure And Release Form - Diocese Of Fort Wayne-south Bend Applicant Disclosure And Release Form - Diocese Of Fort Wayne-south Bend Legal

Related Categories

Parent category: Financial
Download
Go
Page of 3