Transfer Instructions for Gifts of Securities

Broker Name: Charles Schwab & Co., Inc.

DTC#: 0164

Account Name: The University of Connecticut Foundation, Inc.

Account Number: 4808-1141

NOTE: Please contact (or have your broker contact) Victoria Bower or Rachel Barbieri when the transaction has taken place. Your stock gift is not identified as having come from you when it is recorded in the Foundation’s account at Charles Schwab. Without notification, the Foundation cannot record and acknowledge your gift in a timely manner. Thank you for your help and your generosity. Your broker can email or call Vbower@foundation.uconn.edu (860) 734-5899 for Victoria Bower, or Rbarbieri@foundation.uconn.edu (860) 420-2299 for Rachel Barbieri.