LETTER OF INSTRUCTION A
Transfer from a Financial Institution
Transfer of Securities and/or Mutual Funds held at a Financial InstitutionThe Letter of Instruction below is provided for your convenience. If you are transferring to the World Foundation securities or mutual funds held at an investment firm, please complete the letter and follow these important instructions: 1. 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). 2. Mail or fax the original letter to the firm holding the securities/mutual funds. Mail or fax a copy of letter to The World Foundation™ with your completed Application. (Please refer to the Funding Guidelines.) _________________ Date ______________________________________ Name and 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._________shares of________________________________________ Number Name of Security/Mutual Fund 2._________shares of________________________________________ Number Name of Security/Mutual Fund 3._________shares of________________________________________ Number Name of Security/Mutual Fund Please transfer all eligible securities/mutual funds electronically, in street name, to: Name and DTC # ________________________________________ FBO: THE AMERICAN FOUNDATION FOR CHARITABLE SUPPORT, INC. Account No.: ________________________________________ Shares should be transferred in kind and are not to be liquidated. If you have any questions, please call The World 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 __________________________________ Name (Please Print)LETTER OF INSTRUCTION B Transfer from a Mutual Fund CompanyFull and/or Partial Transfer of Mutual Fund Shares Held at a Mutual Fund Company.The Letter of Instruction below is provided for your convenience. If you are transferring to the World Foundation mutual fund shares held at a mutual fund company, please complete the letter and follow these important instructions: 1. All parties on the account(s) must sign the letter. The company transferring the mutual fund shares may also require a signature guarantee, which can be obtained at most financial firms (i.e., bank). 2. Mail the original letter to the mutual fund company. Mail or fax a copy of the letter to The World Foundation with your completed Application. Please also enclose a copy of the most recent account statement from the transferring mutual fund company. (Please refer to the Funding Guidelines.) _____________________ Date _______________________________________ Name and Address of Transferring Mutual Fund Company _______________________________________ _______________________________________ Re: Account No. Dear___________________________________: Name of Mutual Fund Company Please accept this letter as my/our authorization and instructions for you to immediately transfer the below-listed mutual funds to: Name and DTC #: ______________________________________ FBO: THE AMERICAN FOUNDATION FOR CHARITABLE SUPPORT, INC. Account No.: ______________________________________ 1._________shares of_____________________Account No._____________ Number Name of Mutual Fund 2._________shares of_____________________Account No._____________ Number Name of Mutual Fund 3._________shares of_____________________Account No._____________ Number Name of Mutual Fund Shares are to be transferred in kind and are not to be liquidated. If you have any questions, please call The World 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) __________________________________________________________________________ Name (Please Print) Signature/Title of Officer
