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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:
Your answer
Address:
Your answer
City/State/ZIP
Your answer
Phone:
Your answer
I would like to designate my gift to the following areas:
Annual Fund
Athletics Fund
Fine Arts Fund
Financial Aid Fund
Science and Technology Fund
Bridge Program Fund
Highest Need
Please choose how you want your gift distributed among your choices above:
100% to the single area chosen above
Distributed evenly among the areas chosen above
Other:
Clear selection
My employer will match my gift:
Yes
No
I don't know - please send me information on how to find out.
Clear selection
Employer:
Your answer
Company name of securities transferred:
Your answer
Ticker symbol or CUSIP:
Your answer
Number of shares:
Your answer
Approximate date of transfer:
MM
/
DD
/
YYYY
Name of brokerage house/bank:
Your answer
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