How to Make a Stock Gift
How to Transfer Your Stock
Thank you for your thoughtful intention to make a gift of stock/securities to the Pen Bay Healthcare family of services, which includes the Pen Bay Medical Center, Kno-Wal-Lin Home Care and Hospice, Anderson Inn at Quarry Hill and the Knox Center. The instructions for making electronic securities transfers and presenting physical stock certificates are listed below.
If you or your broker have any questions, please feel free to contact James Jenkins, Paul Spizzuoco or Briana Andreoni at UBS Paine Webber Financial Services in Rockland, Maine, at (207) 594-9001.
For information about Pen Bay Healthcare , or making a gift to the Pen Bay Healthcare Foundation, please contact Penney Read, VP, Development and Communications at 594-6712; Diana Coleman, Director, Principal Partners at 594-6710; or Bonnie Wescott, Development Information Specialist at 594-6713.
Please notify the Foundation when you make your stock gift and indicate the type of stock and number of shares you transferred to the UBS account. As donors’ names do not accompany stock transactions, we want to ensure your gift is recorded and recognized.
ELECTRONIC TRANSFER OF SECURITIES
Brokerage Account Other than UBS Paine Webber Financial Services
If your brokerage account is with a firm other than UBS Paine Webber Financial Services, your brokerage firm may electronically transfer the shares. Please provide your broker with the following information:
(a) DTC Clearing number: 0221
(b) UBS Paine Webber Financial Services Account Name: Pen Bay Healthcare
(c) UBS Paine Webber Financial Services Account Number: MH10007-46
Brokerage Account with UBS Paine Webber Financial Services
If your brokerage account is with any branch of UBS Paine Webber Financial Services, you may simply contact your broker and provide:
(a) UBS Paine Webber Financial Services Account Name: Pen Bay Healthcare
(b) UBS Paine Webber Financial Services Account Number: MH10007-46
TRANSFER OF STOCK CERTIFICATES
If you have in your possession the physical stock certificates, you may bring them to UBS Paine Webber Financial Services at 30 School St., Second Floor, Rockland, Maine, to be deposited into the Pen Bay Healthcare account.
This service belongs to the following categories (click to expand):