Monmouth University - Securities

Reviewing and updating your will may not be on your "to-do" list, but perhaps it should be. In our latest issue of Concepts, we offer information on a planning checkup.

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BUILD THE HAWK WALK!

A walkway to honor and remember our alumni, graduating students, and friends is being constructed at Monmouth University. Put the name of your favorite alumnus or someone special on a brick.

100% of the profits from your tax-deductible donation go directly to support the students at Monmouth University.

Stock Transfer Instructions

Notification Process: Graph and Pen stock art

Instruct your broker/agent to send a letter to Dr. Jeffery N. Mills and John Ryan confirming the stock transfer, indicating the donor’s name, address, stock name, number of shares, expected transfer date and donor’s purpose or intent of the gift, if known.

John Ryan, University Representative Agent
UBS Financial Services, Inc.
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701

and

Dr. Jeffery N. Mills, Vice President for University Advancement
Monmouth University
400 Cedar Avenue
West Long Branch, New Jersey 07764-1898

Transfer Information:

DTC Clearing Number: 0221
UBS Account: JC41330
for Monmouth University

Should you have any questions, please contact:

John Ryan at Salomon Smith Barney: 732-936-3266 or 800-221-0705, or Dr. Jeffery N. Mills, Vice President for University Advancement at Monmouth University: 732-571-3411

Thank you for your generosity.

To learn more about securities, please visit our Other Ways to Give page.