Fillable If your securities reside in a brokerage account, (Xavier University)

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If your securities reside in a brokerage account, (Xavier University)

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If your securities reside in a brokerage account, ask your broker to transfer the specified shares
electronically. You will need to make this request in writing.
Include in your letter to your broker the following information:
1. Your name: ______________________________________________________________
2. Address: ________________________________________________________________
3. Xavier University DTC number: 0015
4. Xavier University account number: 285 -107521-302 (Our account is held at Morgan Stanley.)
5. Xavier University Federal EIN: 31-0537 516
6. Name of stock: ___________________________________________________________
7. Number of shares: ________________________________________________________
8. Please specify the Xavier college, program, and/or fund to which you would like to direct your
gift: ___________________________________________________________________
Send a copy of this form via mail to: Xavier University
Internal Operations, Attn: Gift Processing
3800 Victory Parkway
Cincinnati, OH 45207-5440
513 745-2808 or 513-745-2077
Or via email to egiftprocessing@xavier.edu
Or via fax to 513-745-2088
If your broker has questions about making an electronic gift of securities,
please have your broker or financial institution contact our brokers,
Ms. Angela Geraci-Lawson, angela.l.geracilawson@morganstanley.com,
513-762-5291 or 800-543-2665, or
Michael Cure at Morgan Stanley, 7755 Montgomery Road, 2nd floor, Cincinnati, OH 45236.
You should not allow your broker to sell the securities and send Xavier a check. If the
broker does this, the tax advantages of making a gift of appreciated stock may be
eliminated.
BASIC INSTRUCTIONS FOR COMPLETING A GIFT OF STOCK
TO XAVIER VIA ELECTRONIC TRANSFER
revised 10/2015
GIVE
ONLINE
xavier.edu/givetoday
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Completed 15 August 2020

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