Securities Transfer Instructions
Fairfield University encourages the electronic transfer of gifts of securities. To transfer securities electronically, please provide your broker or bank with detailed instructions concerning the transfer, including the name of the stock and the number of shares to be transferred from your account to the account of Fairfield University at the financial services company below.
Merrill Lynch Wealth Management (Formerly Banc of America Investment Services Inc.)
100 Jericho Quadrangle
Jericho, NY 11753
Rod Jones at (516) 827-3206
York Lau (516) 827-3216
DTC (Depository Trust Company) #5198
Fairfield University Account # 2Z7-02000
Reference: Donor's Name
In addition, please contact Meg Zeitler, Assistant Director of Advancement Financial Services, at (203) 254-4000, ext. 2765, to inform the University about the details of the transfer. Give Meg the name of the stock, the number of shares, the name of the brokerage or bank from which the transfer will be made, and the contact person (with phone number) at that brokerage or bank. Please be specific about the purpose to which the gift will be directed.