Sample
Mutual Fund Authorization Letter
[date]
[your name & address]
Name of Mutual
Fund Company
Address
Re: [your
account number]
To whom it may
concern:
I wish to make
a gift of [number of shares/all my shares] of [name of
fund] Fund held in account number [your account number].
Please transfer these shares to [account # held for
Yeshiva Tiferes Menachem, tax identification number
11-3394709 ]
OR [a new account in the name of "Yeshiva Tiferes
Menachem, "tax identification number
11-3394709]. Their address
is:
Yeshiva
Tiferes Menachem
Attn: Rabbi
Elgarten, Planned
Giving
4823 Beach 48th Street
Sea Gate, NY 11224
My/Our
signature is guaranteed on this letter.
Thank you for
your prompt attention to this matter.
Sincerely,
[your name and
signature]
[signature
guarantee by a bank or brokerage]
cc: Yeshiva
Tiferes Menachem
Attn: Planned
Giving
4823 Beach 48th Street
Sea Gate, NY 11224
Fax: (718)
333-2580
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