Instructions for Transfer of Stock to Trinity Lutheran Church Evanston

Trinity Member:

There are two things you need to do to donate stock or other securities to Trinity successfully. If you need help with this process, please contact the Financial Secretary or the Treasurer.

1. Send written instructions either by regular mail or email to your broker to transfer the stock to Pershing account DTC 0443 for credit to account ABM-280025 First Bank and Trust of Evanston. Do not mention Trinity in this instruction.

2. Send another letter to:

First Bank and Trust of Evanston
820 Church Street
Evanston, IL  60201
Attention Howard Kain, Neal Houcek, and Jay Lytle

The phone number is (847) 733-7400, ext 232.

This letter should indicate that X shares of Y company stock were transferred to Pershing Account DTC 0443 for credit to account ABM-280025 First Bank and Trust of Evanston and that the proceeds from this stock are for the benefit of Trinity Lutheran Church Acct. No. 4042603. When First Bank and Trust receives the money from the sale of the stock, the bank will move the proceeds to Trinity’s operating account based on this instruction letter. Please make a copy of this letter and place it in the Treasurer’s mail box in the church office.

Examples:

To Your Broker:

Please transfer X shares of Y company stock to the following Pershing account DTC 00443 for credit to account ABM-280025 First Bank and Trust of Evanston. Inform me when the transaction is complete. Thank you.

Sign your name and the ID of your account with your broker.

To First Bank and Trust:

First Bank and Trust of Evanston
820 Church Street
Evanston, IL 60201
Attention: Howard Kain, Neal Houcek and Jay Lytle

Dear Sirs,

This letter is to inform you that X shares of Y company stock were transferred to Pershing account DTC 0443 for credit to account ABM-280025 First Bank and Trust of Evanston.  The proceeds from the sale of this stock are for the benefit of Trinity Lutheran Church, 3637 Golf Road, Evanston, IL 60203, account number 4042603.

Sign your name

Make a copy of this last letter and place it in the Treasurer’s mail box in the church office. Please designate
how you want the funds to be used. If no designation is given, he will apply it to your pledge. He will inform you when the proceeds are placed in Trinity’s account and the amount of the transaction.

Updated 10-17-2016