Your request should include the following information:

  • Account Name: Arlington Libraries Foundation
  • DTC Number: 0226
  • Account Number: Z40055086
  • Financial Institution: Fidelity Investments
  • Arlington Libraries Foundation’s Tax I.D. Number: 20-4090359
  • Name of the stock or other security
  • Number of shares you would like to transfer
  • Your name
  • The intended purpose for your gift

It is helpful for the broker to notify the Arlington Libraries Foundation about the intended transfer prior to the transaction by contacting Jeff Miller at 781-316-3290 or ArlLibFound@gmail.com.