Transfering stock/securities directly

Below is the information that is needed to transfer securities to the Monterey Institute of International Studies.

The Segal building that now houses the President of the Institute was originally the Monterey Public Library.

Morgan Stanley
ATTN: Tom McCullough, Broker
401 Fremont Street, Suite 200
Monterey, CA 93940
Phone: 831-646-6119
Fax: 831-646-6150

Account name: Monterey Institute of International Studies
Account number: 123090556
DTC number: #015 Federal tax identification number: 94-1425570

*Please instruct your broker to include your name in the transfer to expedite issuance of your tax receipt.

Additional Contact for administrative questions only:
JoAnn Lowery
Phone: 831.646.6142
Email: Jo.Ann.Lowery@morganstanley.com

To download a PDF document of the instructions above: Stocks/securities transfer instructions

If you have any further questions, please contact us at 831.647.3526.