Sample Stock Transfer Letter

Date

John and Mary Doe
0000 Main Street
Cincinnati, Ohio 452__

Mr. Bill Smith (name of Account Executive)
Name of Brokerage Firm
Address
Re: John and Mary Doe (your name)
Acct. No.

Dear Bill:

This letter will serve as authorization for ( name of brokerage firm ) to transfer ( number ) shares, of ( name of security ) to the Trust Account of the Hyde Park Community United Methodist Church . The following information is provided to assist in this transfer.


• Account name: Hyde Park Community United Methodist Church

• Financial institution: US Bank Trust Dept.

• Account number: 08-3467

• DTC number: 2803

• Contact person: Ms. Kim Whited , Account Manager , 513-762- 8883

• Tax ID number: 31-0549054

Should you have questions concerning this transfer, please call us at ( phone # ). We would like to have this transfer effective on or before date . Thank you for your assistance in this matter.

Very truly yours,


(The value of this transfer is to be applied to [HPCUMC’s annual budget, “Changing Lives” campaign or __specify__.)