Donating by Mail or Donating Stock
Instructions on Form Completion:
Attached are two documents needed with the stock certificates.
The Third Party Release form will be completed as follows: Section 1: certificate registration and social security number of the person the stock is registered to; Section 2: The certificate information; number, shares and issue date. They can list up to 6 stock certificates from the same person and same registration; Section 4: signature of the stock certificate holder, city and state.
The Irrevocable Stock or Bond Power will be completed as follows: Section 2: The stock certificate registration, number of shares, issuer name, and certificate number. If more than one stock is being donated from the same person, additional forms are needed of the irrevocable stock power form. Section 4: Signature of the stock certificate holder.
The stock certificate holder will need to endorse the back of the certificate exactly how it is registered. Also, we will need a copy of their driver’s license in order to complete the signature guarantee medallion stamp.
DTC Eligible Securities Delivery Instructions
DTC Clearing #0075
FOR FURTHER CREDIT TO: LPL ACCOUNT: # 1212-5026
FOR FURTHER CREDIT TO: METHACTON SCHOOL DISTRICTQuestions on Form Completion and Submission:
Please contact Failina Fausti at AXA: Failina.Fausti@axa-advisors.com