Thank you for your interest in making a gift of appreciated securities to Maine AlllCare. To ensure a swift and accurate direct transfer of your securities to our brokerage account, follow these three easy steps:
Step One: Broker Instructions
- LPL Financial
- Account #31826305
- DTC: #0075
- For further credit to: Maine AllCare
- Tax ID# 46-0964040
Step 2: Let Maine AllCare know
Please email or call the treasurer of Maine AllCare Lynn Cheney at email@example.com or 207-374-9919, of your intention to transfer securities by supplying the following information:
- Your name, address and telephone number;
- Your broker’s name and Institution
- The security’s name, Cusip # and Trading Symbol;
- The anticipated date of transfer.
Step 3: Ask your broker to:
Please notify Maine AllCare of completed transfer by email: firstname.lastname@example.org or telephone: (207) 374-9919.
If you have any questions regarding these procedures please contact Lynn Cheney, Maine AllCare Treasurer, at (207) 374-9919.
Thank you for your interest in making this important gift to Maine AllCare!