Sample Letter to Broker
Stock Transfer to First Parish in Concord
Sample Letter to Your Broker
Your brokerage firm
Dear (Broker) _________________________,
Please use this letter as authorization to transfer (quantity) ________ shares of (stock name)
________________________ from my/our (your brokerage firm) ________________________
account #___________________, as a charitable gift, to First Parish in Concord.
Please deliver this gift to Fidelity Investments, DTC #0226, into the First Parish in Concord account: #Z50-379425. The federal tax identification number for this account is 04-2126599.
Thank you for your assistance. If you have any questions, please do not hesitate to contact me/us at
(your telephone number) _______________ or (your email address) _______________________.
Your Social Security #(s)
(Gold Medallion signature, if required)