How to Make a Stock Gift
How to Transfer Your Stock
Instructions
Thank you for your thoughtful intention to make a gift of securities to the Pen Bay Healthcare family of services, which includes the Penobscot Bay Medical Center, Kno-Wal-Lin Home Care and Hospice, Anderson Inn at Quarry Hill and the Knox Center for Long-Term Care.
The instructions for making an electronic transfer of securities or for 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 Financial Services in Rockland, Maine, at (207) 594-9001.
ELECTRONIC TRANSFER OF SECURITIES
Brokerage Account Other Than
UBS Financial Services
If your brokerage account is with a firm other than UBS Financial Services; your brokerage firm may electronically transfer the shares. Please provide your broker with the following information:
- DTC Clearing number: 0221
- UBS Financial Services Account Name: Pen Bay Healthcare
- UBS Financial Services Account Number: MH10007-17
Brokerage Account With
UBS Financial Services
If your brokerage account is with any branch of UBS Financial Services, you may simply contact your broker and provide:
- UBS Financial Services Account Name: Pen Bay Healthcare
- UBS Financial Services Account Number: MH10007-17
TRANSFER OF STOCK CERTIFICATES
If you have in your possession the physical stock certificates, you may bring them to UBS Financial Services at 30 School Street, Second Floor, Rockland, Maine, 04841, to be deposited into the Pen Bay Healthcare account.
Updated: 01/07/10
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