Instructions to Transfer Stock

The Walker School gratefully accepts gifts of securities. To make a stock transfer, please follow the procedure listed below.

  1. Instruct your broker to transfer the gift shares directly to The Walker School’s broker, Merrill Lynch.
  2. The Merrill Lynch DTC# is 5198. The Merrill Lynch account number is 6AK-02002. The name of the account is The Walker School Inc. (Donations Account)
  3. At the time of transfer, it is very important that your broker provide the details to the Merrill Lynch representative, Janet Cain, Private Wealth Associate, at (404) 231-2444 or by emailing her at janet_cain@ml.com. The mailing address is: Ponder, Higgins, Jowers & Associates, Private Banking and Investment Group at Merrill Lynch, 3455 Peachtree Road, N.E., Suite 1000, Atlanta, Georgia 30326.
  4. To ensure that the stock is properly accounted for, ALSO AT THE TIME OF TRANSFER, have your broker contact Assistant Director of Advancement, Cathy LaClaire, at (678) 581-6904 or , regarding the stock transfer.