Complete the Request for Electronic Transfer Instructions to obtain Wheaton's wire instructions. You can also request these instructions from your Regional Director of Development or the Gift Planning Services staff at (630) 752-5332.
Give written authorization (including Wheaton's wire instructions) to your broker to electronically transfer the securities. You should check with your broker for specific instructions.
Paper Certificate Form
Fill out the endorsement on the back of the certificate, or complete a separate assignment or stock power form. See Stock/Bond Assignment (PDF) form.
Transfer the security to "Wheaton College, Wheaton, Illinois."
Sign your name exactly as stated on the certificate.
Have your signature guaranteed (with medallion) by a securities broker or bank officer.
Fill out and sign a Third Party Letter of Instruction (TPL). See TPL (PDF) form.
Mail the certificate, stock assignment, and TPL to the College by registered mail at the following address: Wheaton College Office of Gift Planning Services 501 College Avenue Wheaton, IL 60187
Send the certificate separate from the stock power or assignment form (for safety purposes) if you have executed an assignment separate from the certificate.