Stock Donation via DTC
Account Name: IM BELOVED ASHEVILLE
Account Number: 1003000-0180768
The Depository Trust Company (DTC)
Account Number: 0955
REF #: IM BELOVED ASHEVILLE #1003000-0180768
BOA Internal Bank Contact: Robert Fox 980-683-9845
Fed Wiring
Bank of America
ABA#026009593
Account#000180019810
BANK OF AMERICA, NA
AS CUST FBO ITS CLIENTS WIRES
FBO: IM BELOVED ASHEVILLE #1003000-0180768
Internal Bank Contact: Robert R. Fox @ 980-683-9845
ACH
Bank of America
ABA#063100277
Credit to Bank of America’s Trust Department Account#003600845381
FFC: IM BELOVED ASHEVILLE #1003000-0180768
NON-DTC ELIGIBLE MUTUAL FUNDS
When making a Non-DTC Eligible Mutual Fund gift, the donor should take the following steps:
- The donor will inform the broker that Bank of America clears mutual funds through Merrill Lynch. The donor will provide the account number: IM BELOVED ASHEVILLE #1003000-0180768for further credit of the gift to IM BELOVED ASHEVILLE.
- The broker will reach out to Bank of America/ML Transfer Service Team at jaxatsustrust@ml.com to obtain the DTC# and bin/fund account number of the mutual fund being gifted
- The donor will provide (Account name here) Major Gifts Officer with the cusip number, the name of the fund and number of shares being gifted
**Please be aware that mutual fund transfers may take several weeks to transfer.
**If a physical address is required by your donor, please provide the following:
Bank of America
901 Main Street,
Dallas, Texas 75202-37