Gift of Stock

Below are account numbers and stock transfer Instructions. If you have any questions, please call 419-380-4643.

UBS Financial Services
Account # DW 02957-77 / DTC # 221.
UBS broker's name is Jeff Smith at 419-318-5100.

Merrill Lynch
If you currently use MERRILL LYNCH, stock can be transferred within Merrrill Lynch using account number 640-04270. Financial contact is Richard Flasck at 800-937-0865.

Putnam
If you are currently with Putnam, you can use Putnam with Growth Income Fund 4 account number 500388247. Putnam's phone number is 800-225-1581. If this account is not used in a year, it is terminated.

 

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