When transferring gifts of stock, please notify the school of the donor’s name, name of the stock, and number of shares so that your gift may be processed quickly and accurately.
For all lots of 2,000 shares or more, and all NASDAQ stocks:
DTC participant #:
| 8862 |
Account Name:
| The Loomis Chaffee School |
Account #:
| 81404069 |
Contact:
| David Sacharko Merrill Lynch Cityplace II 185 Asylum Street Hartford CT 06103 Phone: 860-728-3972 Fax: 860-331-8363
|
For all other transfers:
DTC participant #:
| 0221 |
Account Name:
| The Loomis Institute |
Account #:
| HG-69797-AR |
Contact:
| Dawn Fernandes UBS Financial Services, Inc. 1 State Street, Suite 1600 Hartford, CT 06103 Phone: 860-727-1523 Fax: 888-247-8989 |
Please notify Seth Beebe in the Alumni/Development Office when transfer has been made, seth_beebe@loomis.org or 860.687.6274.