Stock Transfer Instructions

Please authorize your broker to transfer ownership of stock to The Overlake School’s account below:

Receiving Brokerage Firm: Morgan Stanley

Receiving Account Title/Registration: The Overlake School

Receiving Account Number: 135-020454

DTC Number: 0015

MEMO: Include Donor Name and Gift Purpose

Contact at Morgan Stanley: Chelsea Brogan at Chelsea.Brogan@MorganStanley.com

Please also notify Brisen Brady, Director of Development at The Overlake School, at bbrady@overlake.org or 425-868-1000, of your transaction in advance, including the name of company stock being transferred and the number of shares so we can attribute the stock correctly.

To transfer ownership of stock to The Overlake School from a Morgan Stanley account, please contact your Morgan Stanley Financial Advisor directly. For StockPlan accounts, call the StockPlan team directly at 1-877-380-7793. Internal Transfer requests cannot be completed online.

If your broker requests Contra Account information, please note the following:

Registration of Account at Contra Firm: The Overlake School

Account Type: REG / Incorporated Non-Profit

Address of Contra Firm: 1585 Broadway NY, NY 10036

Questions? Please contact Brisen Brady, Director of Development at The Overlake School, at bbrady@overlake.org or 425-868-1000.