A. How to give securities held by your broker or banker:
Have your broker transfer the stock from your account, be sure that YOUR NAME IS INCLUDED, to the School’s at Merrill Lynch, in care of
Mr. Doug Tutwiler '05
50 North Laura Street, Suite 3700
Jacksonville, FL 32202
email: douglas.tutwiler@ml.com
Phone (904) 634-6124
Fax (866) 545-4554
Our account # is 742-04A93 and DTC # is 8862.
Please advise Carol Nimitz, Chief Advancement Officer, that you are transferring stock to the School's account.
Telephone: (904) 256-5020
Email: nimitzc@bolles.org
Fax: (904) 733-0606
B. How to give securities that are in your possession:
Mail unendorsed certificates to:
Jeff Role
The Bolles School Finance Center
7400 San Jose Boulevard
Jacksonville, FL 32217
Or directly to Mr. Doug Tutwiler at the above address with a note that the certificates are a gift to The Bolles School from you.
Under separate cover, mail a stock power readily obtained from your broker, banker or the School. Sign the power and have your broker or banker guarantee the signature. Do not fill in anything else.
If the certificates are in the name of the donor, a code 116 form must be signed by the donor and the donor’s signature must be notarized. These forms are available from the School or Merrill Lynch.
If you have any questions, please call Jeff Role at (904) 256-5068.