Stock Transfers

With deepest appreciation for your generosity, we offer you the protocol for transferring securities gifted to St. Joseph’s Catholic School. Please read through all the directions before submitting the Statement of Authority.

  1. Please complete and sign the “Statement of Authority to Deliver” form below.
  2. Next, please fax this form to the following people:
    • Your broker
    • St. Joseph’s Catholic School Broker (Raymond James)
    • St. Joseph’s Catholic School Development Office at (864) 234- 5516.

For your assistance, our Raymond James Financial Services account information and Raymond James’ DTC number are as follows:

St. Joseph’s Broker:
Brent Whitlock, Raymond James Financial Services
6 Davis Keats Drive Greenville, SC 29607
(864) 234-6580 (phone)
(864) 234-6588 (fax)

DTC# 0725

St. Joseph’s Account: 82175126

Should you have any questions, please feel free to contact the St. Joseph’s Catholic School Development Office at (864) 234-9009, ext. 107, and we will be happy to assist you further.

Thank you for your generosity!

Stock Transfer Procedure Sheet

Authorization to Deliver

Print Friendly, PDF & Email