If your broker or bank holds your securities:
1. Instruct your bank or broker to transfer your gift of securities to Wartburg College electronically. The information you will need to give your bank and broker is as follows:Please deliver (number) shares of (stock name) from my account to Wartburg College. Delivery instructions for Wartburg College are:
Account name: Wartburg College
Account #: N8E097967
DTC #: 0443
Transfer agent: Pershing
Any questions regarding these instructions may be directed to Scott Durscher, the Accel Group, at 319-596-1100 or toll-free at 800-369-3525, or at email@example.com. Their fax number is 319-352-2075.
2. Ask your bank or broker to call the Wartburg College Department of Advancement at 319-352-8495 for routing instructions.
3. Write a brief note identifying yourself (name, address, phone number) and describing the number of shares, the name(s) of the stock(s), your broker’s name and phone number, and the purpose to which you wish to direct your gift. Mail your note on the same day and we’ll contact you upon receiving your document. Wartburg College, 100 Wartburg Blvd., Dept. of Advancement, Waverly, IA 50677