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Transfer Instructions

Saint Mary's School front gate with sign and lamp post lantern

 

Instructions for Stock Transfers

You may make your gift of stock to Saint Mary’s School by transferring securities directly to Saint Mary’s broker at 
Merrill Lynch.

Contact Joan Bentley of Merrill Lynch at 1-800-937-0634, 919-899-3623, or joan.bentley@ml.com.

■  DTC #: 8862
■  Account #: 778-04257
■  Federal Tax ID #: 56-0532314

Mailing Address:
Merrill Lynch
4242 Six Forks Road, Suite 1800
Raleigh, North Carolina  27609

You may also send or deliver to Saint Mary’s School a stock certificate(s) and a signed power of attorney. For security purposes, please do not mail stock certificates and signed power of attorney documents in the same envelope.

To properly credit your gift with the school, please have your broker inform the person listed below about your stock gift/transfer:

■  Julie Ricciardi, Director of Development, at 919-424-4114 or jricciardi@sms.edu

Instructions for Wire Transfers

Domestic

Beneficiary:Saint Mary’s School
Telephone: 919-424-4100

Beneficiary Bank: 
First Citizens Bank & Trust Company
100 E. Tryon Road
Raleigh, North Carolina 27603

■  Routing #: 053100300
■  Account #: 000863071082

International

Beneficiary: Saint Mary’s School
Telephone: 919-424-4100

Beneficiary Bank:    
First Citizens Bank & Trust Company
100 E. Tryon Road
Raleigh, NC 27603

■  Routing #: 053100300
■  Account #: 000863071082
■  Swift Code#: FCBTUS33

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