How to Transfer a Gift of Stock to NAMI
For Transfer Directly to our Broker:
| Name: |
NAMI |
| Account Number: |
504-116788-425 |
| DTC Clearing #: |
0015 |
| Clearing Firm: |
Morgan Stanley Smith Barney, LLC |
| Broker Address: |
1850 K Street, NW, Suite 900
Washington, DC 20036
|
***Please include Donor Name
For Transfer Directly to NAMI:
Send the unsigned stock certificate by registered mail or by some other mail method that can be tracked. Then in a separate mailing (do not mail with the stock certificate) send the signed stock power. Both envelopes should be addressed to:
Peggy Steadman
NAMI
3803 N. Fairfax Dr., Ste. 100
Arlington, VA 22203
If you have questions, or need assistance with regard to a gift of stock or other securities, please call NAMI’s Development Office at 1-888-999-6264, extension 7970.
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