Resources

Securities Transfer Instructions

Gifts established through New Covenant Trust Company involve the following gift plans:

Charitable Remainder Annuity Trust
Charitable Remainder Unitrusts (CRUT)
Additions to New Covenant CRUT

Use this Information:
DTC #902 JPMorgan Account #P60438 Agent Bank #25787 Institution ID #57527 Tax ID #35-2022785

Click here for a sample letter to broker.

NOTE: Many dividend reinvestment shares and book entry shares will be DTC eligible* and will be delivered to JPMorgan using a transfer form provided by the company or transfer agent. If there is no form provided, a medallion signature guaranteed letter of instruction from the securities owner must be provided to the company or transfer agent. If not DTC eligible, a new account for the new owner, New Covenant Trust Company, will be opened with the company or transfer agent.

*DTC (Depository Trust Company) eligible securities are securities that are transferred by wire from one institution/brokerage firm to another through computer systems. The institution/brokerage firm will advise if the securities they hold are DTC eligible or not.