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Donor Stock Transfer Instructions

Below are the stock transfer instructions to give to your stock broker. All deliveries MUST include client name and Schwab account number. RESOLVE’s account is with:

Charles Schwab & Co., Inc.
DTC Number:  0164, Code 40
Account Number:  6817-8299
Account Name: RESOLVE: The National Infertility Association

Please have your broker notify Kristen Hewlett or Adam Patterson of the details of the stock transfer by email or phone.

Kristen Hewlett
Email: khewlett@wearecoulter.com
Phone: 703.506.2026 

Adam Patterson
Email: apatterson@wearecoulter.com
Phone: 703.506.3291
Please feel to contact Kristen or Adam if you have any additional questions.

 

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