Thank you for notifying the University of Maryland College Park Foundation that you are transferring a security either as a gift or to fulfill a pledge. To facilitate this security transfer, please complete all of the entries on this form. Using the information that you enter on this form, we will create a security transfer form (i.e. entitled “DTC Transfer”) and send to you via e-mail, or If requested, we will send this form to your financial advisor on your behalf. The security transfer form that you will receive will include DTC transfer instructions.

You can use this link to email your financial advisor to enter the gift on your behalf. If you do not have an email client configured, you can click here to copy the email body.

* Required fields

Personal Information

First Name: *
Initial
Last Name: *
Home Phone:
Work Phone:
E-mail Address: *
Address Line 1: *
Address Line 2:
City: *
State: *
Zip Code: *
Country: *

Financial Advisor Information

Company Name: *
Name of Financial Advisor: *
E-mail Address: *
Phone Number: *
UMD Contact Person: *

You can identify securities and gift designations using this form. If your gift is more complex, please contact Kevin Pfister at 301-955-1268 or via email at kpfister@umd.edu.

Name of Security
Num. of Shares
Approx. Value
 
Name of Security Number of Shares Approximate Value
No securities. Please add one.
Fund Designation
Percentage (%)
 
Fund Designation Percentage
No designations.

If this gift is to be used for one or more pledge payments, or if you have any other special instructions, please provide them here:

Again we thank you! We sincerely appreciate your donation to the University!

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