Stock Transfer Instructions

In order to monitor and acknowledge your gift, please let the Development Office know of your intention to transfer securities. Please call Heather Newkirk at 802-387-6213. Thank you.

Brokerage transfer of securities via First Clearing DTC to The Putney School:
Wells Fargo Advisors, LLC
DTC # 0141
Putney School Account # 3524-8094
Putney School Tax I.D. # 03-0179305

Andrew Rome, First Vice President-Investment Officer
Wells Fargo Advisors, LLC
PO Box 2469, West Brattleboro, VT 05303
andrew.rome@wellsfargoadvisors.com
802-251-0100 or 888-743-3003; fax 802-251-0220

If you have any questions regarding the above, please contact:

Heather Newkirk
The Putney School
418 Houghton Brook Road
Putney, VT 05346-8675

802-387-6213
hnewkirk@putneyschool.org

The Putney School | Elm Lea Farm, 418 Houghton Brook Road, Putney, Vermont 05346-8675
802-387-5566 (main) | 802-387-6278 (fax) | admission@putneyschool.org | info@putneyschool.org
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