Stock Transfer Instructions

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

Receiving Brokerage Firm: Morgan Stanley Smith Barney

Receiving Account Title/Registration: The Overlake School

Receiving Account Number: 135-020454

DTC Number: 0015

Contact at Morgan Stanley: Tricia Komen at


Questions? Please contact Brisen Brady, Director of Development at The Overlake School, at or 425-868-6191, ext. 618. If possible, please notify Brisen of your transaction in advance, and the name of company stock being transferred so we can attribute the stock correctly.