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


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.