In order to promptly process and acknowledge your Gift of Appreciated Securities (stock or other securities) it is essential that we receive complete and timely information in writing from you (or your broker acting on your behalf).

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Before initiating the transfer of securities, contact our Bursar with the following information:
1. Your full name
2. The name of the stock
3. The exact number of shares being transferred
4. The CUSIP number for the stock
5. The company name & DTC number of your broker

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Information needed by your broker in order to deliver the securities to us:

a. For transfer of any DTC Eligible Securities
Brokerage Firm: Merrill Lynch
DTC #: 5198
Account Name: Holy Cross Monastery
Tax ID Number & Account Number:contact our Bursar for these necessary numbers.

b. For transfer of other securities (Overnight Address)
Merrill Lynch
151 Stockade Drive
Kingston NY 12401

c.Merrill Lynch Contact Information: Kelly Flanagan at 845-334-3874