Search

Ways to Give

Marketable Stock Transfer Form

TRANSFER INSTRUCTIONS

  • Raymond James: 224 N Walnut Street Cameron, MO 644184-1844 // Phone: (816) 632-7510 Fax: (816) 632-7403
  • Raymond James DTC: #0725
  • For Credit: IFYE® Association of the USA, Inc.
  • Account #: Will be provided later. 

COMPLETED NOTIFICATIONS
For additional assistance: Roger McCoy Raymond James Advisor/Broker (819) 632-7510 or Roger Sherer IFYE Associate Treasurer, at (260) 273-8188.


IFYE Donor Information

First Name *
Last Name *
Country
Address Line 1 *
City *
State/Province *
Postal Code *

Stock Information


Broker or Wealth Advisor Information

Country
Address Line 1 *
City *
State/Province *
Postal Code *
ext Extension

Submission Information

Contents of this form are sent to Roger McCoy with Raymond James and Roger Sherer IFYE Associate Treasurer. Email them directly at roger.mccoy@raymondjames.com or rsherer@ifyeusa.org with questions.
The IFYE® Association of the USA, Inc. is a 501(c)(3) non-profit; TIN number: 25-6085638.