Thank you for your interest in making a gift of appreciated securities to Maine AllCare.
To ensure a swift and accurate direct transfer of your securities to our brokerage account,
follow these three easy steps:
Step 1: Broker Instructions
- LPL Financial
- Account #65355960
- DTC: #0075
- For further credit to: Maine AllCare
- Tax ID# 46-0964040
Step 2: Let Maine AllCare know
Please email or call Tracy Lloyd, Executive Director of Maine AllCare, at tlloyd@mainephysicians.org or 207-446-2027 to inform us 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: tlloyd@mainephysicians.org or telephone: (207) 446-2027.
If you have any questions regarding these procedures please contact Tracy Lloyd, Executive Director of Maine AllCare, at tlloyd@mainephysicians.org or 207-446-2027
Thank you for your interest in making this important gift to Maine AllCare!