Gifting Stock to Brewster

If your securities are held by a broker or bank:
Notify your broker or bank in writing to transfer the securities as follows:

UBS Financial Services, Inc.
1000 Federal Street, 27th Floor

Boston, MA  02110

DTC #:  0221

For Brewster Academy Account #JJ 1108877

ATTN:  David H. Carlson, Marianne Howard or Richard Carlson

Phone: (617) 261-2508; Fax (617) 261-2572

Please contact Martha Trepanier at Brewster Academy, (603) 569-7135; Fax (603) 569-7157 before the transaction occurs.

 

If you hold a security:

Send or deliver the unendorsed certificate(s) by First Class mail with a letter of transmittal giving your name and address to: 

Alumni and Development Office, Attn: Martha Trepanier

Brewster Academy 

80 Academy Drive 

Wolfeboro, NH 03894 

In a separate envelope, mail to the same address a stock power signed exactly as the certificate(s) is/are registered, do not fill in any other information, and a copy of your transmittal. Do not re­register the shares into the name of Brewster Academy.  If you need a stock power, call your broker or the Brewster Academy Alumni and Development Office.

Brewster’s Federal Tax Identification Number:  02-­0223317

For your assistance, here is a sample letter to send to your stock broker. 

Please also send a copy to the school.

XYZ Brokerage Services                                        

Address 

RE: (Your Account #)

       (Your Name[s])

Please send via DTC ______ shares of _______ stock from my account________ to Brewster Academy using the below instructions.

UBS Financial Services, Inc.

1000 Federal Street, 27th Floor

Boston, MA  02110

DTC#:  0221

For Brewster Academy Account # JJ1108877

ATTN:  David H. Carlson, Marianne Howard or Richard Carlson

Please complete this transfer no later than _______.

Thank you for your assistance.  

Sincerely,

(Your name(s) as it appears on the account)

cc: Martha Trepanier    Fax (603) 569-7157

Alumni and Development Office

Brewster Academy