Securities Transfer Instructions
Fairfield University encourages the electronic transfer of gifts of securities. To transfer securities electronically, please provide your broker or bank with detailed instructions concerning the transfer, including the name of the stock and the number of shares to be transferred from your account to the account of Fairfield University at the financial services company below.
Banc of America Investment Services, Inc.
767 Fifth Avenue, Seventh Floor
New York, NY 10153
Contact Person: Tim Choi
Phone: (646) 735-4162
Fax: (646) 735-4200
DTC (Depository Trust Company) #0226
Fairfield University Account #L93-131040
Reference: Donor's Name
In addition, please contact Jessica Colligan, Manager, Constituent Relations at
(203) 254-4000, ext. 3473 to inform the University about the details of the transfer. Give Jessica the name of the stock, the number of shares, the name of the brokerage or bank from which the transfer will be made, and the contact person (with phone number) at that brokerage or bank. Please be specific about the purpose to which the gift will be directed. |