LETTER OF INSTRUCTION A
TRANSFER FROM A FINANCIAL INSTITUTION
Transfer of Securities/Mutual Funds/Cash held at a Financial Institution
The Letter of Instruction below is provided for your convenience. If you are transferring to the American Foundation™ securities or mutual funds or cash held at a financial institution, please complete the letter and follow these important instructions:
All parties on the account (s) must sign the letter. The firm holding the securities/mutual funds may also require a signature guarantee, which can be obtained at most financial firms (i.e., bank).
Mail or fax the original letter to the firm holding the securities/mutual funds. Mail or fax a copy of letter to The American Foundation with your completed Application. (Please refer to the Funding Guidelines).
Date
Name & Address of Delivering Broker/Dealer
Dear ;
Name of Broker
Please accept this letter as my/our authorization and instructions for you to immediately and irrevocably transfer the following positions from my/our account with your firm.
Account Number
1. Number
shares of
Name of Security/Mutual Fund
2. Number
shares of
Name of Security/Mutual Fund
3. Number
shares of
Name of Security/Mutual Fund
Please transfer cash electronically to:
Name and BRN
Bank of America Routing # 122101706
FBO:
THE AMERICAN FOUNDATION FOR CHARITABLE SUPPORT, INC.
Account No.
A/C # 000252596199 Swift # BOFAUS3N
Shares should be transferred in kind and are not to be liquidated. If you have any questions,
please call The American Foundation. Thank you for your assistance.
Sincerely, Signature Guarantee (Important: Please stamp here.)
Signature
Name (Please Print)
Name of Bank or Firm Providing Signature Guarantee
Signature (If Required)
Signature/Title of Officer
