Securities Transfer Form

    Would you like us to contact you or your broker with the necessary information to make the transfer? If you prefer for us to contact your broker, please make sure you have notified them of your intentions prior to submitting this form. Thank you!


    Donor's First Name:

    Donor's Last Name:

    Donor's Address, State, and Zip:

    Donor's Phone Number:

    Donor's E-mail:

    Donor's Broker Name:

    Donor's Broker's Phone Number:

    Security Name:

    Number of Shares/Units:

    Instructions to the Alabama - West Florida United Methodist Foundation:

    If you selected "Deposit proceeds into Existing Trust" please provide the existing trust account number. If you selected "Send proceeds to" please provide information on who this will be sent to.