A Pre-Kindergarten - Grade 12 co-educational independent day school in Westchester, New York

Stock Transfer Intention Form

Information your brokerage firm will need:

RCDS Clearing House Janney Montgomery Scott, LLC
DTC Number 0374
Account Name Rye Country Day School
Account Number 6813-3789
Send to the Attention of Geoffrey Beringer
Phone number (203) 662-6360

It's simple to make a gift of stock to Rye Country Day School!

We will receive basic information about your intentions, so we can lend any assistance and credit your gift when it arrives.

Steps:

  1. Fill this form out and we will contact you.
  2. Make sure you contact your broker to initiate the actual transfer.

Notes:

  • Our office can help you walk through the possibilities for gift designations.
  • For security reasons, we do not ask for your account number over the Internet.

Bolded items with an asterisk (*) are required fields.

Donor Information
Name*
Address 1*
Address 2
City*
State*
Postal Code
Country
E-Mail*
Home Phone*

Broker/Stock Information
Brokerage/Financial Institution Name*
Broker/Contact Name*
Broker/Contact Phone*
Broker/Contact E-mail
Broker/Contact Fax
Anticipated Transfer Date*
Stock Name*
Number of Shares*

Special Instructions to Broker

Gift Designation Information