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Appreciated Securities

Question: Do you have the certificate or are the shares held at a brokerage firm?

If you have the certificate and it is registered in your name, you should:

1. Sign the back of the certificate as it appears on the front of the certificate, have the signatures on the stock certificate “signature guaranteed” and mail in a secure form to one of our Financial Institutions (see below).If you do not wish to sign the back of the certificate then you can click here (make a link) and print a  Stock or Bond Power of Attorney form.  You will need to fill this out and return it in a separate envelope.
2. Prepare a letter stating that they are donating the stock to SIM and relinquishing their rights to it. This letter will need to be notarized and mailed in a secure form to the Financial Institute.

You will need to click here (make a link) to download a sample Letter of Authorization which will need to include the following information in your letter.

1. Account name: SIM USA, Inc.
2. Account #:
3. DTC #:
4. SIM’s Tax ID number 22-1936391


3. Please inform Rhonda Johns (Rhonda.Johns@SIM.org) of the number of shares, the name of stock and to what missionary or project the funds are to be designated.

If the ownership of the certificate has been put in SIM USA, Inc. name:

They should not sign the back.

Prepare a letter stating that they are donating the stock to SIM USA, Inc. and relinquishing their rights to it. Have this letter notarized. Instruct the donor to send the certificate and the letter in a separate envelope using overnight mail with their name, address, telephone number or email address and designation information for donation. Send to SIM USA, Inc. Attention Stewardship Department

The transfer date is the date on the certificate. When you received the certificate complete a Stock or Bond Power of Attorney and a Corporate Resolution Letter. Then send to E*Trade or Smith Barney using DHL.

SIM USA, Inc. has three Financial Institutes that we work with:

We prefer not to use Merrill Lynch.Their charge is more to us and the donor.