Instructions for Transferring Stock From Your Brokerage / Bank Account as a Gift to Your Church
|
|
|
- Tracy McKenzie
- 8 years ago
- Views:
Transcription
1 Instructions for Transferring Stock From Your Brokerage / Bank Account as a Gift to Your Church The North Alabama United Methodist Foundation, Inc. is pleased to assist any donor in gifting stock to their church or favorite Methodist institution. All stocks are transferred from your broker or bank directly to our Foundation account. We will then liquidate the stock only when you contact us to do so. Please call us at (205) Our Methodist Foundation charges a small fee of 1% of the gross proceeds ($25 minimum; $500 maximum) for handling this transaction. This amount includes any fees changed by the transfer agent. This charge will be netted against your proceeds before we remit the proceeds to your church. A local church liquidating this stock at a brokerage firm would likely incur hundreds of dollars of costs to handle even small stock gifts. The Foundation is pleased to minimize this cost and assist you in support of a United Methodist ministry. Specific Steps Complete the Letter of Authorization (see sample). 1) Make 2 copies of the completed Letter of Authorization. 2) Keep one for you records and mail a copy to the Methodist Foundation (address below). 3) Mail or deliver the original to the bank, broker or brokerage firm holding your stock. Complete the Stock Notification and Gift Notification 1) Make 1 copy of the completed Stock Notification and Gift Notification. 2) Keep the copies for your records. 3) Mail the originals to the Methodist Foundation (address below). Mail to the Methodist Foundation - Letter of Authorization (copy) - Stock Notification - Gift Notification Our Address is: North Alabama United Methodist Foundation, Inc. If you have any questions, please call:
2 LETTER OF AUTHORIZATION TO: FROM: SS#: Donor's Brokerage Company (Prudential, Merrill Lynch) Donor's Name Donor's Social Security Number ACCOUNT#: Donor's Brokerage Account # This is to advise you that I wish to transfer the following from my account to the North Alabama United Methodist Foundation, Inc.: Quantity Security Description 200 SHARES COCA COLA Please wire the transfer to the Foundation's account at Waterhouse Securities, Inc. Donor Phone WIRE INSTRUCTIONS TD Ameritrade DTC Clearing # 0188 for the Benefit of North Alabama United Methodist Foundation, Inc. Account # North Alabama United Methodist Foundation, Inc., Charles B. Carlton, Executive Director Fax
3 LETTER OF AUTHORIZATION TO: FROM: SS#: ACCOUNT#: This is to advise you that I wish to transfer the following from my account to the North Alabama United Methodist Foundation, Inc.: Quantity Security Description Please wire the transfer to the Foundation's account at Waterhouse Securities, Inc. Donor Phone WIRE INSTRUCTIONS TD Ameritrade DTC Clearing # 0188 for the Benefit of North Alabama United Methodist Foundation, Inc. Account # North Alabama United Methodist Foundation, Inc., Charles B. Carlton, Executive Director Fax
4 STOCK NOTIFICATION This is to verify that I have transferred shares of Corporation to the North Alabama United Methodist Foundation, Inc. I wish for the Foundation to (circle one) hold / sell the stock on receipt. Proceeds upon sale are to be remitted to United Methodist Church of, Alabama to be applied to (e.g.: regular budget, building, special project). Signature Printed name for above signature Address City, State, Zip ( ) ( ) Home Telephone Number Work Telephone Number MAIL THIS FORM TO: Methodist Foundation
5 GIFT NOTIFICATION Please mark ONE to notify of your gift: Pastor/Executive Director Treasurer/Financial Secretary (for stewardship records) Anonymous Signature MAIL THIS FORM TO: Methodist Foundation
Non-Restrictive Stock Donation and Stock Disposition Guideline
Non-Restrictive Stock Donation and Stock Disposition Guideline Rev. November, 2013 Introduction River of Life Christian Church (or The Church ) is a non-profit organization. Therefore, any fundraising
2015-2016 Gift Processing Guide For Split and Combined Parishes
2015-2016 Gift Processing Guide For Split and Combined Parishes 1400 N. Meridian Street, Indianapolis, IN 46202-2367 Telephone: 317-236-1591 Toll Free: 800-382-9836, ext. 1591 Fax: 317-592-4066 www.archindy.org/uca
FACT SHEET Gifts of Publicly-Traded Securities & Mutual Funds
FACT SHEET Gifts of Publicly-Traded Securities & Mutual Funds A few years ago, the Federal government eliminated the capital gains tax on gifts of Publicly-Traded Securities and Mutual Funds. If you own
Contribute To Your Donor-Advised Fund Account
Contribute To Your Donor-Advised Fund Account Questions or Need Assistance? Call 800.746.6216 Contributions to your donor-advised fund account ( Account ) can include marketable securities such as equities,
Investors Choice how the plan works
Investors Choice how the plan works How do I get started and enroll? 1. To invest online, log on to www.investpower.com and choose the Paychex logo on the sidebar. Then select Invest Now and follow the
Donations to BenefAction will be considered part of the philanthropic support for BenefAction and no finder s fees or commissions will be paid.
General Policy BenefAction encourages and solicits gifts of cash, and other personal property as described herein, either as outright gifts or through donor-advised funds or other planned giving vehicles
Mutual Funds. What is a Mutual Fund? Diversification A mutual fund may hold 30 to 500 different investments under one name.
1. 12 things you need to know about... What is a Mutual Fund? 2. A mutual fund is a pooling of investments to meet a common objective. There are mutual funds that cover almost every type investment you
A Guide for Donors. Gifts of Marketable Securities & Mutual Fund Accounts
A Guide for Donors Gifts of Marketable Securities & Mutual Fund Accounts Updated: 12/20/2010 A Guide for Donors Gifts of Marketable Securities And Mutual Fund Accounts Each year, many donors choose to
IB UK Account Application for Financial Advisor Clients (Individual/Joint) - Sep 04 2008 Page 1/35
This application form is for Interactive Brokers individual or joint account applicants whose account will be managed by an advisor and who live in Europe or the United Kingdom. Do not use this application
KENORA CATHOLIC DISTRICT SCHOOL BOARD
KENORA CATHOLIC DISTRICT SCHOOL BOARD 500 Business Administration Procedures AP 509: Board Credit Cards The Kenora Catholic District School Board is committed to an organizational culture that operates
BANCORP. Dividend Reinvestment & Stock Purchase Plan
BANCORP Dividend Reinvestment & Stock Purchase Plan BANCORP Dear Shareholders: Sandy Spring Bancorp, Inc. has established this Dividend Reinvestment & Stock Purchase Plan (the Plan ) for convenience to
(1) (2) (3) (4) SUBSCRIPTION AGREEMENT INSTRUCTIONS TO INVESTORS
INSTRUCTIONS TO INVESTORS Any person(s) desiring to subscribe for shares of common stock (the shares ) in Griffin Capital Essential Asset REIT II, Inc. (the Company ) should carefully read and review the
Financial Markets And Financial Instruments - Part II. How Securities are Traded? Spread. Brokerage Accounts. Commissions. Commissions: Online Brokers
Financial Markets And Financial Instruments - Part II How Securities are Traded? Brokerage Accounts You can choose from two types of accounts to open To open an account, you need to choose a broker Commissions
Donor-Advised Fund. Policies and Guidelines
Donor-Advised Fund Policies and Guidelines New Jersey Health Charitable Gift Fund 120 Albany Street Tower II, Suite 850 New Brunswick, NJ 08901 (908) 315-5870 Introduction Thank you for your interest in
Bollinger. Capital Management
Bollinger, Inc. 1200 Aviation Blvd. Suite 201 Redondo Beach, CA 90278 310-798-8855 www.bollingercapital.com Investment Advisor Brochure (Form ADV Part 2A) Updated December 2015 Item 1 Cover Page This Brochure
If you are currently using a factoring company, we will need a release letter from your factoring company.
Dear TranSource Carrier Network Member, As a transportation leader, TranSource LLC understands the pressures today s carriers face from rising fuel and insurance to a cash flow squeeze when shippers take
CHAPTER 16. Stocks and Bonds
CHAPTER 16 Stocks and Bonds SECTION 1: Stocks Financial Markets Stocks and bonds are bought and sold in a financial market. Financial markets channel money from some people to other people. They bring
Wendy s International, Inc.
Investors Choice Dividend Reinvestment & Direct Stock Purchase and Sale Plan for Wendy s International, Inc. Administered by American Stock Transfer & Trust Company Dear Investor: Wendy s International,
Close your former account at the other institution
Member FDIC Interested in switching your account to Farmers State Bank, but not sure where to begin? That s why we developed the EZ-Switch Kit. These days we all have busy lives, so here at Farmers State
Premature: under the age of 59½ Normal: over the age of 59½, includes Required Minimum Distributions (RMD) Disability
P 1.800.962.4238 W www.pensco.com Distribution Request 1. ACCOUNT OWNER INFORMATION Please type or print all information requested below. Required fields are denoted by an * (asterisk). *First Name: *MI:
Air Products and Chemicals Inc. INVESTORS CHOICE. Dividend Reinvestment & Direct Stock Purchase and Sale Plan
Air Products and Chemicals Inc. INVESTORS CHOICE Dividend Reinvestment & Direct Stock Purchase and Sale Plan To the shareholders of Air Products and Chemicals Inc.: American Stock Transfer and Trust Company
Discount Stock Brokers
Article Text Copyright (c) Technical Analysis Inc. 1 Stocks & Commodities V. 3:3 (114-116): Discount Stock Brokers by Richard Maturi Discount Stock Brokers by Richard Maturi If you're a sophisticated investor,
After reading the information in this Welcome Guide, please follow the instructions below to open your SDB account.
BB&T Dear Plan Participant: Thank you for your interest in opening a Self-Directed Brokerage (SDB) account. On the following pages, you will find the two forms you will need to open your account. You will
ONLINE GIVING. Ministry Partnership Program Guide FDN 24-13-16. Ministry Partnership Program Guide 1
ONLINE GIVING Ministry Partnership Program Guide Ministry Partnership Program Guide 1 FDN 24-13-16 Getting Started Read through this Guide. Complete the attached Application & submit it to the Presbyterian
$18,345,000* County of Pitt, North Carolina General Obligation Community College Bonds Series 2015
Notice of Sale and Bid Form Note: Bonds are to be awarded on a True Interest Cost (TIC) basis as described herein. No bid for fewer than all of the bonds offered or for less than 100% of the aggregate
Unclaimed Property Relating to Brokers and Dealers
Unclaimed Property Relating to Brokers and Dealers The following information corresponds to Article V-A of New York s Abandoned Property Law. For more information, refer to Article V-A of the statute.
What You Should Know About Auto Trading
How to Setup an Auto Trading Account 1. Complete the required eoption New Account Forms. 2. If applicable, please fill out the margin or option trading application. 3. Complete the A) eoption Auto Trade
Tax ID Number: Date of Birth: State: ZIP Code:
IRA DISTRIBUTION/WITHHOLDING FORM TRADITIONAL, ROTH, SEP AND SIMPLE IRA ONLY Account # Advisor # 1 2 3 ACCOUNT OWNER INFORMATION Name (First, Middle Initial, Last): Social Security Number: Home Street
UIL HOLDINGS CORPORATION 2012 NON-QUALIFIED EMPLOYEE STOCK PURCHASE PLAN
UIL HOLDINGS CORPORATION 2012 NON-QUALIFIED EMPLOYEE STOCK PURCHASE PLAN 1. Purpose The Employee Stock Purchase Plan (ESPP) is intended to provide Employees (as defined herein) of UIL Holdings Corporation
ASC Financial Policies Page i of 18 Originally Approved by BOT: November 2006 Revised: July 2014/Revisions approved by BOT
All Souls Church, Unitarian Financial Policies and Procedures Table of Contents Page A. Fiscal Year and Accounting System 1 B. Cash Management and Control 1 1. Types of Accounts 1 2. Opening/Closing Accounts
NextGen College Investing Plan Client Direct Series Withdrawal Request Form
NextGen College Investing Plan Client Direct Series Withdrawal Request Form Complete this form if you are requesting a withdrawal from a NextGen College Investing Plan Account ( NextGen Account ). If you
Frequently Asked Questions & Answers about the Stock Split
Frequently Asked Questions & Answers about the Stock Split This information is intended to answer questions you may have about our recently announced stock split. On June 25, 2015, The Kroger Co. s board
In a two-for-one stock split, shareholders receive one additional share of stock for every one share they own.
What is a two-for-one stock split? In a two-for-one stock split, shareholders receive one additional share of stock for every one share they own. How does a two-for-one stock split work? A two-for-one
Dividend Reinvestment and Direct Stock Purchase and Sale Plan
Community Bank System, Inc. Dividend Reinvestment and Direct Stock Purchase and Sale Plan Sponsored and Administered by American Stock Transfer & Trust Company, LLC Community Bank System, Inc. Dividend
APPLICATION INSTRUCTIONS
APPLICATION INSTRUCTIONS Attached, you will find standard credit application packet. This packet has been prepared specifically for our new customers and also for existing customer credit reviews. Unless
Stock Power Form for transferring shares, changing names, or adding a beneficiary
... Stock Power Form for transferring shares, changing names, or adding a beneficiary Section A: Current Owner Information A new form is needed for each account and company of stock for which you are transferring.
How To Participate In Dollar General Direct Stock Purchase And Dividend Reinvestment Plan
DOLLAR GENERAL CORPORATION DIRECT STOCK PURCHASE PLAN DOLLAR GENERAL DIRECT STOCK PURCHASE PLAN This document describes the Dollar General Direct Stock Purchase Plan (the Plan ). The Plan promotes long-term
STEP-BY-STEP GUIDE TO THE PROBATE PROCESS
STEP-BY-STEP GUIDE TO THE PROBATE PROCESS TABLE OF CONTENTS Probate Process Flowchart....................................................... 1 How To Determine Probate Assets.................................................
Investors Choice. General American Investors Company, Inc. Direct Stock Purchase and Sale Plan. Investors Choice offers you the ability to:
To the shareholders of General American Investors Company, Inc.: General American Investors Company, Inc. has established this Investors Choice Direct Stock Purchase and Sale Plan (the "Plan") sponsored
ASSET TRANSFER FORM. (Please see the SPECIAL INSTRUCTIONS DISCLOSURE on page 2 of this form.)
Reset Form ASSET TRANSFER FORM ACCOUNT TYPE: Indicate the type of account you are transferring. (Check only one.) RETIREMENT: Traditional IRA SEP IRA Rollover IRA Direct Rollover (Employee Qualified Plan
What s a fee-only financial advisor? Steve Juetten, CFP November 7, 2011
What s a fee-only financial advisor? Steve Juetten, CFP November 7, 2011 Introduction Someone giving personal financial advice may use a variety of titles: financial adviser, financial consultant, financial
FICA WITHHOLDING & TAXATION OF DISABILITY BENEFITS. Information for Policyholders
FICA WITHHOLDING & TAXATION OF DISABILITY BENEFITS Information for Policyholders Step One As claim payments are made: Calculates and withholds the EMPLOYEE S portion of FICA liability based on information
Gift Acceptance Policy Manual
Kairos Prison Ministry International, Inc. Gift Acceptance Policy Manual Mission Statement The mission of the Kairos Prison Ministry International, Inc. is to bring Christ s love and forgiveness to all
Even if you already have such an account, we recommend you open a TD Ameritrade account for its "paper" trading service.
Before You Subscribe If you choose to try our service, we want you to be ready to trade option spreads as soon as our weekly trade alerts are posted (every Thursday or Friday morning). You may have little
c. Restricted Gifts for Existing Activities. A gift, other than an in-kind gift, may be restricted to an existing activity, purpose, or mission of
The mission of is to share the love and grace of Jesus Christ with all people and to invite them to fullness of faith in God. 1. Purpose of the Policy a. To create and sustain positive donor relationships
Company Name: Order Address:
This box for MH Use Only VENDOR DATA SHEET REQUIRED MH Vice President signature: Company Name: Order Address: City: State: Zip Code: Customer Service Information: Contact Phone: Fax: **Does your ordering
Smyrna First United Methodist Church Policy for Fundraising Activities
Smyrna First United Methodist Church Policy for Fundraising Activities I. A fundraising activity is defined as one in which money is paid to a group for a specific product or service (meals, items for
The McLean Scholarship for Nursing and Physician Assistant Majors
The McLean Scholarship for Nursing and Physician Assistant Majors GUIDELINES Description & Purpose: The McLean Scholarship for Nursing or Physician Assistant Majors is provided through the Association
Database Program Instructions
Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading
Unitarian Universalist Church of the North Hills (UUCNH) Title: Gift Acceptance Policy Effective date: 1-9-2014
Unitarian Universalist Church of the North Hills (UUCNH) Title: Gift Acceptance Policy Effective date: 1-9-2014 Purpose This policy is designed to provide guidance to the UUCNH community so as to facilitate
Donor-Advised Fund Program Guide
Donor-Advised Fund Program Guide In accordance with the Pension Protection Act of 2006, the U.S. Department of Treasury and the Internal Revenue Service may update regulations for donor-advised funds.
APPLICATION INSTRUCTIONS
APPLICATION INSTRUCTIONS Attached, you will find standard credit application packet. This packet has been prepared specifically for our new customers and also for existing customer credit reviews. Unless
Computershare Trust Company BYDSsm Buy Direct Stock
Computershare Trust Company BYDSsm Buy Direct Stock All correspondence and inquiries concerning the Program should be directed to: Computershare Trust Company P.O. Box A3309 Chicago, Illinois 60690-3309
JPM FAIR FUND CLAIM FORM
UNITED STATES OF AMERICA SECURITIES AND EXCHANGE COMMISSION JPM FAIR FUND CLAIM FORM Claim Forms may be submitted online by visiting the JPMorgan Chase Non Disclosure Fair Fund ( JPM Fair Fund ) website:
Guidelines for Third Party Promotions and Events
Guidelines for Third Party Promotions and Events Thank you for your interest in supporting Second Harvest Food Bank of Santa Clara and San Mateo Counties (SHFB) through a promotion. Thanks to caring members
Uniform Futures and Options on Futures Disclosures
Uniform Futures and Options on Futures Disclosures TD Ameritrade Futures & Forex LLC 600 W. Chicago Ave. Suite 100 Chicago, IL 60654-2597 Phone: 773-435-3210 Fax: 773-435-3232 CROSS TRADE CONSENT TD Ameritrade
LOCAL 372 N.Y.C. BOARD OF EDUCATION EMPLOYEES SHAUN D. FRANCOIS I, PRESIDENT
LOCAL 372 N.Y.C. BOARD OF EDUCATION EMPLOYEES SHAUN D. FRANCOIS I, PRESIDENT SCHOLARSHIP APPLICATION 2016 2016 LOCAL 372 SCHOLARSHIP FUND REGULATIONS GOVERNING USE OF SCHOLARSHIPS Scholarship awards of
INDIVIDUAL RETIREMENT ACCOUNT (IRA) AND EDUCATION SAVINGS ACCOUNT (ESA) DISTRIBUTION REQUEST FORM
INDIVIDUAL RETIREMENT ACCOUNT (IRA) AND EDUCATION SAVINGS ACCOUNT (ESA) DISTRIBUTION REQUEST FORM Use this form to request a distribution of assets from Traditional IRAs, SEP IRAs, SIMPLE IRAs, Roth IRAs,
LLC, DO NOT USE THESE FORMS.
Opening an Investment Club account is easy. Simply complete and fax (866-699-0563) or mail us this form. Then, if you have not done so already, create a Username and a Password at www.tradeking.com to
AMERICAN WEALTH MANAGEMENT, INC
AMERICAN WEALTH MANAGEMENT, INC 1050 Crown Pointe Parkway Suite 1230 Atlanta, Georgia 30338 770-392-8740 or 1-800-633-4613 jerryborzello@awminc.biz This Brochure provides information about the qualifications
NON-DISCRETIONARY ADVISORY AGREEMENT
NON-DISCRETIONARY ADVISORY AGREEMENT THIS NON-DISCRETIONARY ADVISORY AGREEMENT is made by and between the undersigned (the Client ) and Values First Advisors, Inc. (the Advisor ). The Client hereby retains
Notification of awards begins in March for entering students and June for returning students. INSTRUCTIONS FOR COMPLETING THE REQUIRED FORMS
DUKE DIVINITY SCHOOL APPLICATION AND INSTRUCTIONS FOR NEED BASED INSTITUTIONAL GRANTS Master of Divinity Master of Theological Studies Master of Arts in Christian Practice Master of Arts in Christian Studies
CHARITABLE GIFT ANNUITY
CHARITABLE GIFT ANNUITY IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII Application Charitable
Procedures for the Acceptance of Wastewater from Asbestos Abatement Projects
Joanne M. Mahoney, County Executive Tom Rhoads, P.E., Commissioner 650 Hiawatha Boulevard West Syracuse, NY 13204-1194 Phone (315) 435-2260 or (315) 435-6820 FAX (315) 435-5023 http://www.ongov.net Procedures
IRA DISTRIBUTION REQUEST
IRA DISTRIBUTION REQUEST Additional Copies or Assistance If you need additional copies of this application, or would like assistance completing it, please call Nuveen Investments at 800.257.8787 or go
PRIVACY POLICY (Update 1) FOR ONLINE GIVING FOR THE UNITED METHODIST CHURCH
A. Overview PRIVACY POLICY (Update 1) FOR ONLINE GIVING FOR THE UNITED METHODIST CHURCH GENERAL COUNCIL ON FINANCE AND ADMINISTRATION OF THE UNITED METHODIST CHURCH, INC., an Illinois corporation 1 Music
Nonprofit Endowment Agreement
SILICON VALLEY COMMUNITY FOUNDATION SILICONVALLEYCF.ORG Nonprofit Endowment Agreement (Choose one) Establish a New Fund Update Fund Information * Name of Fund E.G., GOOD WORKS ORGANIZATION FUND NONPROFIT
Traditional IRA Distribution Request Instructions
Traditional IRA Distribution Request Instructions To request a full or partial distribution of funds, complete a Traditional IRA Distribution Request form. Steps Section A: Account Information Complete
FINANCIAL ADVISOR PROGRAM RESOURCES AND TOOLKIT
FINANCIAL ADVISOR PROGRAM RESOURCES AND TOOLKIT Inside These Pages: Why work with Placer Community Foundation How a Donor Advised Fund Works Opportunities for Complex Assets and Conversion Schedule of
CHARITABLE GIFT ANNUITY. Guarantee an income for life.
CHARITABLE GIFT ANNUITY Guarantee an income for life. You shall take You shall take some of the first of all the fruit of the ground and you shall put it in a basket and go to the place that the lord your
1.2 The amount granted for each one-year scholarship will be determined by the State Committee but will not exceed $2,500.
1.0 FLORIDA P.E.O. SCHOLARSHIP -- GUIDELINES FOR APPLICANT 1.1 CONGRATULATIONS! You have made a first step toward your college education by applying for a FLORIDA P.E.O. SCHOLARSHIP. This scholarship is
IRA Single Withdrawal Request Form Instructions
Use this form to request a one-time immediate distribution from a Fidelity Traditional, Rollover, SEP, Roth, or SIMPLE IRA. If you wish to request a one-time distribution via check to your address of record,
Charles Schwab Corporate and Retirement Services Pricing Guide
April 2008 Charles Schwab Corporate and Retirement Services Pricing Guide Pricing information in this Charles Schwab Corporate and Retirement Services Pricing Guide ( Pricing Guide ) applies only to clients
IRA DISTRIBUTION REQUEST
IRA DISTRIBUTION REQUEST MAILING ADDRESS FOR OVERNIGHT NIGHT MAIL ONLY: Albuquerque, New Mexico 87190 Albuquerque, New Mexico 87112 P: 888-205-6036 F: 505-288-3905 Operations@Horizontrust.com 1. ACCOUNT
HOWARD UNIVERSITY POLICY
HOWARD UNIVERSITY POLICY Policy Number: 300-001 Policy Title: ACCOUNTS PAYABLE: PAYMENTS TO VENDORS Responsible Officer: Chief Financial Officer Responsible Office: Office of the Chief Financial Officer
COLLINGSWOOD BOARD OF EDUCATION 200 LEES AVENUE COLLINGSWOOD, NJ 08108 REQUEST FOR PROPOSAL/EUS
COLLINGSWOOD BOARD OF EDUCATION 200 LEES AVENUE COLLINGSWOOD, NJ 08108 REQUEST FOR PROPOSAL/EUS A. PURPOSE: The Collingswood Board of Education is seeking proposals through the EUS procurement process
Reinvestment and Stock Purchase Service
Xerox Corporation Automatic Dividend Reinvestment and Stock Purchase Service Dear Shareholder: We are pleased to send you this Brochure describing our Automatic Dividend Reinvestment and Stock Purchase
APPLICATION FORM. You will trade the account other than in connection with a business and you are a professional investor because:
APPLICATION FORM City Index Australia Pty Ltd. trading as FX Solutions Australia (we, us or our) would like to thank you for your interest in FX Solutions. SECTION 1: RETAIL OR WHOLESALE QUESTIONNAIRE:
of Investments First you buy a stock. Fundamentals Chapter Review, I. Getting Started Investment 320 Ahmed Y. Dashti
2 C h a p t e r Investment 320 Ahmed Y. Dashti Buying and Selling Securities First you buy a stock. Don t Gamble! Take all your savings and buy some good stock and hold it till it goes up. If it don t
Client Advisory Agreement
Client Advisory Agreement THIS AGREEMENT is between Eugenias Advisory Group, LLC (EAG) hereinafter referred to as the Advisor and (the Client ). Any reference in this document to Client will refer to all
Shareholder Dividend Reinvestment and Stock Purchase Plan
Shareholder Dividend Reinvestment and Stock Purchase Plan 2012 Offering circular 1 WHAT S INSIDE Introduction 3 Summary 4 Contact Information 4 Questions and Answers 5 Shareholder Dividend Reinvestment
INVESTMENT MANAGEMENT AGREEMENT Client: Client and/or Spouse or Institutional Client
This Agreement sets forth the contract terms between CARTER CAPITAL MANAGEMENT ( Advisor ), and Client and/or Spouse or Institutional Client In consideration of the mutual benefits to be derived from the
The Investment Counsel Company of Nevada
Item 1 Cover Page The Investment Counsel Company of Nevada SEC File Number: 801 32353 ADV Part 2A, Firm Brochure Dated 3/24/2015 Contact: Michelle Konstantarakis, Chief Compliance Officer 10000 West Charleston
Make the Switch to American Momentum Bank.
Make the Switch to American Momentum Bank. If you are thinking about choosing a new bank, consider American Momentum Bank. It s easy to make the switch to American Momentum Bank. All the forms you ll need
FAQs:Conversion from ADSs to Shares 15 May 2012
FAQs:Conversion from ADSs to Shares 15 May 2012 General Why is the conversion from ADSs to Ordinary Shares important? Ensco has agreed to terminate its American Depositary Share (ADS) facility and convert
VECTREN CORPORATION AUTOMATIC DIVIDEND REINVESTMENT AND STOCK PURCHASE PLAN
PROSPECTUS VECTREN CORPORATION AUTOMATIC DIVIDEND REINVESTMENT AND STOCK PURCHASE PLAN Vectren Corporation hereby offers to current and potential shareholders, including eligible employees of the Company
Documents Required. $400 due diligence check per company made payable to Capstone Business Funding, LLC
Legal Business Name Date Documents Required Current Accounts Receivable Aging Report Company Information Application and Origination Statement (Have your signature notarized under Origination Statement
Manual of Accounting Policies and Procedures Bridgewater State College Foundation Bridgewater Alumni Association
Manual of Accounting Policies and Procedures Bridgewater State College Foundation Bridgewater Alumni Association Table of Contents MANUAL OF 1 ACCOUNTING 1 POLICIES AND PROCEDURES 1 BRIDGEWATER STATE COLLEGE
Business Switch Kit. We ve made switching to a BBVA Compass business account easy to do, in fact, here is everything you need.
Business Switch Kit Switching banks for your business can be a big hassle. Which is probably why you keep banking at your old bank. Even if you re not satisfied. Even if you re tired of excessive fees,
Before you give your car to a charitable organization:
A Donor s Guide to Before you give your car to a charitable organization: check out the charity see if you ll get a tax benefit check the value of your car see what your responsibilities are as a donor
Disaster Recovery Program Small Business and Rental Property Application Process and General Information
To the Applicant during and immediately after the event: Mitigate your losses by taking reasonable action to reduce damage. Take photographs of all damaged property, including the interior and exterior
Irrevocable Life Insurance Trust Checklist
ESTATE PLANNING THE PRUDENTIAL INSURANCE COMPANY OF AMERICA Irrevocable Life Insurance Trust Checklist Transferring an Existing Policy or Purchasing a New Policy The following chart details the procedures
BRIARWOOD CAPITAL MANAGEMENT INC. MANAGED ACCOUNT AGREEMENT
BRIARWOOD CAPITAL MANAGEMENT INC. MANAGED ACCOUNT AGREEMENT THIS MANAGED ACCOUNT AGREEMENT (the "Agreement") is made by and between BRIARWOOD CAPITAL MANAGEMENT INC., a New York corporation (the "Advisor")
SHARE HANDLING REGULATIONS OF NOMURA HOLDINGS, INC. (Nomura Horudingusu Kabushiki Kaisha) CHAPTER I GENERAL PROVISIONS
(Translation) Article 1. (Purpose) SHARE HANDLING REGULATIONS OF NOMURA HOLDINGS, INC. (Nomura Horudingusu Kabushiki Kaisha) CHAPTER I GENERAL PROVISIONS The handling business relating to the shares of
Muret CPA, PLLC Page 1 2011 Tax Questionnaire
Muret CPA PLLC 2011 Tax Organizer Please complete and bring to your appointment, or fax to us at 918-517-3000. You can also scan and email to paul@muretcpa.com Muret CPA, PLLC Page 1 2011 Tax Questionnaire
F i d e l i t y C h a r i t a b l e P O l i C y G U i d e l i N e S: P r o g r a m C i r c u l a r
Fidelity Charitable POLICY GUIDELINES: Program Circular Fidelity Charitable POLICY GUIDELINES This Program Circular ( Circular ) describes the donor-advised fund program of Fidelity Charitable, as well
How Financial Advisors Get Paid and
How Financial Advisors Get Paid and Why it Matters to You January 2012 Helping you take care of your money so you can do more of what you love! How Financial Advisors Get Paid and Why It Matters to You
Account Setup & Online Giving
Account Setup & Online Giving 1. Go to gracechurch.us/giving. 2. From this screen, select Need an account? in the lower right corner of the gray box. 3. This will take you to the Create A New Account page.
North Georgia Community Foundation FUNDRAISING ACTIVITY POLICY
FUNDRAISING ACTIVITY POLICY Thank you for establishing a fund with the North Georgia Community Foundation (NGCF). We value your confidence and partnership and always endeavor to provide you with the very