If you have the stock certificates in your possession, these are the instructions to follow:

1. Send the certificate(s) in one envelope to Frank Young, Interim Vice President for Institutional Advancement, Wagner College, One Campus Road, Staten Island, NY 10301. Send via overnight mail by carriers such as Federal Express, UPS, etc. Do not write on the certificate; do not fill in blanks; do not sign your name(s). Send just as they are.
2. For each company send a stock power that should be signed the same way as name(s) appear on the certificate. You can download the “stock power” form below. If full name, first name and middle initial, or just initials - sign stock power the same way. You do not fill in blanks or anything else on the stock power -- just sign. Send the stock powers in a separate overnight mailing to Frank Young at the above address. Do NOT send with the certificates.
3. Below you can download a "gift letter" addressed to Morgan Stanley. Please fill out the number of shares and the name of the companies. Sign with your usual signature. If certificate(s) are in joint names, then both paries must sign the gift letter. Mail the gift letter to Wagner College at the above address along with the stock powers. Do NOT send with the certificates.

Note: When the deceased spouse's name is still on the account/certificate, along with the normal required paperwork you will need a Certified Death Certificate and a completed and notarized Affidavit of Domicile.

Stock Power Form 

 
Gift Letter 

If you have any questions concerning the above information, please contact:

David Leifer
Eric Leifer 

800.726.6971
Or by cell 973.223.9669
Fax 732.936.3470

Their address is:

The Leifer Group
Morgan Stanley
20 Linden Place
Red Bank, New Jersey 07701