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Instructions on transferring stock are available here - Hastings ...

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How to Make Your Gift of Securities<br />

Thank you for c<strong>on</strong>sidering a gift of securities for the UC <strong>Hastings</strong> College of the Law.<br />

Please type directly into this form, then print for sending by postal mail, email<br />

attachment or fax. You can send the form directly to us and we will take c<strong>are</strong> of the rest.<br />

Armita Khashayar, Advancement Operati<strong>on</strong>s Officer<br />

UC <strong>Hastings</strong> College of the Law<br />

200 McAllister Street<br />

San Francisco, CA 94102<br />

Email khashaya@uchastings.edu<br />

Ph<strong>on</strong>e 415.565.4665<br />

Fax 415.581.8844<br />

For Your Stock Gift(s):<br />

Please provide the following informati<strong>on</strong>.<br />

D<strong>on</strong>or Name ______________________________________________________<br />

Preferred Ph<strong>on</strong>e Number _________________________________________________<br />

Stock ______________________________________________________<br />

Number of Sh<strong>are</strong>s ___________________________________________________<br />

Stock Broker Name ______________________________________________________<br />

Ph<strong>on</strong>e_________________________________________________<br />

Brokerage House_________________________________________<br />

Depository Trust (DTC)<br />

This is the preferred method for transfer of your securities gift.


Below is the pertinent informati<strong>on</strong> for your broker. In order to identify, track and c<strong>on</strong>firm<br />

the DTC for you, it is important that you notify UC <strong>Hastings</strong> before or during the transfer.<br />

C<strong>on</strong>tact Armita Khashayar above.<br />

Bank<br />

State Street Bank & Trust Co.<br />

Account Name<br />

Regents of UC<br />

Reference Account Number QP10<br />

DTC Participant Number 0997<br />

Agent Bank Number 26022<br />

Instituti<strong>on</strong>al FINS Number 35710<br />

Campus Name<br />

UC <strong>Hastings</strong> College of the Law<br />

D<strong>on</strong>or Name<br />

_________________________<br />

How to Wire Transfers of Cash Gifts<br />

Below is the pertinent informati<strong>on</strong> needed for your wire transfer.<br />

Notify UC <strong>Hastings</strong> through Armita Khashayar prior to initiating wire. This will help us<br />

follow up with UCOP in order to ensure your gift is directed to <strong>Hastings</strong> promptly.<br />

Beneficiary<br />

The Regents of the University of California<br />

Bank State<br />

Street Bank & Trust Co., Bost<strong>on</strong><br />

ABA/Transit Routing 011000028<br />

Account Number #56953862<br />

Further Reference QP10<br />

Attenti<strong>on</strong> Eva Mok 510.337.5735<br />

Campus Name<br />

UC <strong>Hastings</strong> College of the Law<br />

D<strong>on</strong>or Name<br />

__________________________<br />

How to Make Your Gift of Physical Securities<br />

Register or endorse all physical securities into the Regents of University of California<br />

nominee name:<br />

Shellwater & Company<br />

FBO Regents of the University of California<br />

Your endorsement <strong>on</strong> the physical certificate or <strong>stock</strong> power must be signaturemedalli<strong>on</strong><br />

guaranteed.<br />

Please mail your certificate to:<br />

DTC New York Window<br />

55 Water Street<br />

New York, NY 10041<br />

In your mailing, please include the following pertinent informati<strong>on</strong>.


Reference<br />

Account #QP10<br />

Account Name<br />

Regents of the University of California<br />

Attenti<strong>on</strong><br />

Robert Mendez/State Street<br />

Reference Eva Mok 510.337.5735<br />

C<strong>on</strong>tact Informati<strong>on</strong><br />

Eva Mok<br />

Fax: 617.786.2306<br />

emok@statestreet.com<br />

Campus Name<br />

D<strong>on</strong>or Name<br />

UC <strong>Hastings</strong> College of the Law<br />

________________________________<br />

Questi<strong>on</strong>s?<br />

If you have any questi<strong>on</strong>s about your gift, please c<strong>on</strong>tact UC <strong>Hastings</strong> at 415.565.4665<br />

or gifts@uchastings.edu.<br />

Your Year End Gift<br />

If you <strong>are</strong> making your gift during the year-end holidays, we want to ensure that we<br />

receive and resp<strong>on</strong>d your inquiry as so<strong>on</strong> as possible. Please call Armita Khashayar at<br />

415.565.4665 or Andrew Ta at 415.565.4890

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