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: Chelsea Brogan at Chelsea.Brogan@MorganStanley.com
Questions? Please contact Brisen Brady, Director of Development at The Overlake School. 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.