Stock Transfer Instructions

Friday, December 16, 2016

When transferring stock to Carroll College, please do the following:

  1. Alert the College (Kathy Ramirez or Michael McMahon) of the name of the stock, the number of shares to be liquidated, and intended use for the gift.
  2. Please contact Michael Wong at Wells Fargo Advisors, 406-447-2057, Michael.j.wong@wellsfargo.com and he will assist with the transaction.
  3. Please ask that your name(s) be included in the transfer documentation sent to Carroll.
  4. When making the transfer please reference the following:

    For annuities (immediate or deferred) use:

    Client: Carroll College
    Depository Trust Company (DTC) #: 2027
    Account #: XXXX7803

    For all other purposes:

    Client: Carroll College
    Depository Trust Company (DTC) #: 0141
    Account #: XXXX1003

     

If you have any questions or need assistance, please do not hesitate to contact us.