Securities Form for Outright Gifts to Williams College

Thank you for your interest in giving securities to Williams.
This online form serves as notification to the College of your intention to make a gift.

These instructions are used exclusively for the transfer of U.S. stock, mutual fund and bond gifts to Williams College. To transfer foreign stocks, physical certificates, or any other gifts that may require special instructions, please contact the Finance Office at (413) 597-4118.

Provide the following details to your broker:

DTC #: 0443
Receiving Institution: Pershing LLC
Account Title/Registration: The President & Trustees of Williams College
(This is the legal name of Williams College and the Account Title that must be used to ensure delivery.)
Account #: N7M100020
Tax Identification #: 04-2104847

Important: Filling out this form does not initiate the gift. The gift occurs when your broker or bank notifies Pershing and transfers the securities.

Williams takes information privacy and security seriously. Any information you provide will only be used for the stated purpose.

Donor Information

First Name

Middle Name (optional)

Last Name

Williams Affiliation

Williams Class Year

Williams Spouse/Partner's Name

The Person You Are Related to Who Goes to or Went to Williams Class Year

Preferred Email

Broker/Banker Information

Securities Information

DeleteSecurity # _ID_
Find security information at Yahoo! Finance Ticker Symbol Security Name Number of Shares

Add another Security?

Gift Purpose Information

DeleteGift Purpose _ID_
[internal] rowid Gift Purpose Options Please select a designation, if desired. Undesignated gifts will support Williams's Highest Priorities. Specific Sport or Academic Designation Other Purpose Gift Purpose Percentage

Additional Gift Purpose

Percentage calculations

Correct your percentage so it equals 100

Additional Information

In Memory/In Honor

Yes

Tributes Name

Other Instructions

Yes

Other Instructions