Securities Transfer Instructions

When making a stock transfer, please refer to the transfer instructions below or call (860) 685-2110 for Wesleyan's DTC number and further information.

  • Transferring From Your Broker to Wesleyan

    Notify your broker

    Wesleyan Contact:

    Attn: Angela Morgan
    Wesleyan University
    Office of Advancement
    55 High Street
    Middletown, CT 06457

    amorgan@wesleyan.edu
    (860) 685-2534

    Send:

    1. Name of Donor
    2. Name of Security
    3. Number of shares (or $ value of shares you will transfer)
    4. Address for transfer:
      Attn: Philip Gottlick
      Wesleyan University
      (Acct. #: 5VZ-02103)
      Merrill Lynch
      Building C, 3rd Floor
      350 Goose Lane Road
      Guilford, CT 06443
      (203) 204-0707 or (888) 206-2858
    5. Merrill Lynch DTC #: 8862
    6. Wesleyan’s Tax ID: 06-0646959

    Gift Date:

  • Transferring Directly to Wesleyan

    Wesleyan Contact:

    Attn: Angela Morgan
    Wesleyan University
    Office of Advancement
    55 High Street
    Middletown, CT 06457

    amorgan@wesleyan.edu 
    860-685-2534

    Send:

    1. Unendorsed certificates
    2. Letter with your name, class year, address by registered mail to:
      Angela Morgan (at address listed above)

      In a separate envelope:

    3. Stock power form with only your signature included. Each stock certificate requires a separate stock power form.

    Gift Date: