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 email@example.com
Questions? Please contact Brisen Brady, Director of Development at The Overlake School, at firstname.lastname@example.org 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.