(415) 927.2273

By the Bay Health

Stock Gifts

Stock Transfer Instructions

Gifts of stock can be transferred directly to our Morgan Stanley Account:

DTC# 0015
Account# 528 065 637

For more detailed information or to speak to someone directly please contact:

David Caprio
Morgan Stanley Wealth Management
750 Lindaro Street, Suite 300
San Rafael, CA 94901
(415) 482.1517
david.caprio@morganstanley.com

IMPORTANT: Please notify By the Bay Health of all stock gifts prior to transfer. Stock should not be sold before the transfer of ownership occurs. In order to receive tax advantages, stock must be sold by By the Bay Health. A quick phone call to Miguel Ruelas, Chief Development Officer, (415) 526.5527, will ensure that we know the stock gift is from you.

By the Bay Health
Attn: Miguel Ruelas
17 E. Sir Francis Drake Blvd.
Larkspur, CA 94939
FAX: (415) 925.9104

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