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Sample letter of instruction to broker 2025

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The document is a sample letter instructing a broker to transfer shares of common stock from a donor's brokerage account to Point Loma Nazarene University. It includes details such as the donor's information, the number of shares, and specific instructions for the electronic transfer to the university's brokerage account.

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Click ‘Get Form’ to open the sample letter of instruction to broker in the editor.
Begin by entering the 'Name of Donor(s)' and 'Address of Donor(s)' at the top of the document. Ensure that this information is accurate as it identifies you as the sender.
Next, input the 'Date' when you are completing this letter. This is important for record-keeping purposes.
Fill in the 'Name of Broker' and 'Name of Brokerage Firm' along with their address details. This specifies who will be receiving your instructions.
In the section labeled 'Name of Donor’s Brokerage Account', provide your brokerage account name followed by your 'Brokerage Account Number'. This ensures that the transfer is processed correctly.
Draft your message starting with a greeting, then clearly state your instructions regarding the transfer of shares, including specific details such as 'Number of Shares' and 'Name of Company'.
Include all necessary electronic transfer details for Point Loma Nazarene University’s brokerage account, ensuring accuracy in DTC Account #, Agent Bank #, and Institution #.
Conclude with a polite closing and sign off with your name(s). If applicable, add any additional recipients in the cc section.

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What is the letter of instruction to proceed?

Instruction to Proceed means the written document issued by the Commission in order to authorize the execution of a Change whose time and cost impacts have been agreed to in writing by the Commission and Contractor.

Who writes a letter of instruction?

While you can always rely on your financial planner or attorney to help with this important document, you may want to write the first version yourself. To help you take action, we developed a simple 5-step process showing you how to write a letter of instruction: Identify What to Include in Your Letter of Instruction.

What is the purpose of a letter of instruction?

A letter of instruction is a way to share final words of care with your loved ones and explain the choices you made in your last will and testament. But its only one part of a complete estate plan. Unlike other estate planning documents, a letter of instruction isnt legally binding.

What is the letter of instruction transfer?

The Letter of Instruction (LOI) is required if you are transferring securities or mutual funds. Send the Original LOI with Medallion Signature Guarantee to the firm currently holding the securities. order to initiate your transfer. You should contact your particular firm for its requirements.

What is a letter to proceed?

A notice to proceed is a letter from the owner or director of a company or business to a contractor. This notice will inform the contractor of the date that he can start work, as outlined in a previous contract.

letter of instruction computershare

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How do I write a letter of instruction?

Here are six steps to write a letter of instruction: Create a header. Before you write the content of the letter, create a header at the top left-hand corner of the document. Address the reader. Explain the project or task. List each step. Conclude your letter. Revise the document.

Is a letter of instruction the same as a will?

Unlike a will, a letter of instruction is not a legally enforceable document. It is a source of information for those responsible for managing your affairs after your death.

How to write a letter of instruction to a financial institution?

The letter of instruction should include the following information: A summary of all assets and debts. The location of valuable physical assets (e.g., jewelry, art, collectibles, real estate) Details about your retirement and investment accounts.