Stock Transfer Instructions

To transfer stock to Trinity, you or your broker may contact:
Jay Mechling, CIMA, Senior Vice President  - Investments
UBS Financial Services, Inc.
98 San Jacinto Blvd., Suite 100
Austin, Texas  78701
Phone:  (800) 548-6166 or (512) 542-7532
Fax:  (512) 542-7540 
Jay’s assistant is Alan Liljegren, who can be reached at (512) 542-7517.

Trinity’s account is styled as follows:
UBS Account # AJ06692
Austin Trinity School, Inc.
3901 Bee Cave Road
Austin, Texas  78746

Shares clear through UBS Financial Services, Inc. DTC 221.

To insure that you receive proper credit and prompt acknowledgement of your gift, please contact Trinity to give the specifics of your stock transfer.  To apprise Trinity of a stock transfer, please call – or have your broker or advisor call – Claire Saunders at (512) 472-9525, or fax the information to (512) 472-2337.