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ELECTRONIC TRANSFER OF SECURITIES
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DTC Instructions:
Broker: Charles Schwab & Co., Inc.
DTC#: 0164, Code 40
Account Name: The Ambrose School
Account #: 5424-9099
For questions regarding transfer:
Ben Warren, CFA
Tumwater Wealth Management
Phone: (208) 314-2114
Email:
info@tumwaterwealth.com
Please complete the following and submit:
Name:
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Address:
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City/State/ZIP
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Phone:
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My employer will match my gift:
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Employer:
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Company name of securities transferred:
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Ticker symbol or CUSIP:
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Number of shares:
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Approximate date of transfer:
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Name of brokerage house/bank:
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