Asset Transfer Information
Merrill Lynch Account#: 749-07V77
DTC#: 5198
BROKER:
Jim O’Sullivan
Vice President, Financial Advisor
Merrill Lynch
Private Client Group
Suite 700
1850 K Street, NW
Washington, DC 20006
Phone: 202-659-6151
Fax: 202-659-6126
AICR IRS Tax Exempt Number: 52-1238026
Download a form to facilitate a Stock or Bond Gift in PDF.
For additional information, please contact:
Ann Wrenshall Worley
Assistant Director of Planned Giving
1560 Wilson Boulevard, Suite 425,
Arlington, VA 22209
Phone: 1-800-843-8114×216 or 202-328-7744
Fax: 202-328-7226