Sample Letter for Stock Transfer

Sample Letter with Stock Transfer Instructions for Your Broker

Name of Broker: _______________________

Address of Broker: _____________________

Date: _______________________________

RE: Donor’s/Donors’ Account Number: _________________________________

Registration on Account: __________________________________

 

Dear ______________________________: (Your stockbroker)

Please transfer the following securities to Partners for Progressive Israel.

Name of Security: _________________________ Number of Shares: ________

Name of Security: _________________________ Number of Shares: ________

From Account # ______________________ to:

Partners for Progressive Israel (tax ID#: 13-3607222)

Brokerage House: Fidelity

Account Number: Z73632791

Receiving Firm Clearing Number: DTC#0226

After transferring the stock, please notify Maya Haber at Partners for Progressive Israel by telephone at (212) 242 4500 or email maya@progressiveisrael.org

Sincerely,