
Unity Church of North Easton
Restoration Capital Campaign

Instructions for Transferring Securities or Funds
from another financial institution to the
Unity Church Restoration Fund
Please use the attached form to transfer securities or funds from a brokerage, mutual fund, insurance company, or other financial institution to the Unity Church Restoration Fund account at Charles Schwab & Co. The account name, number, and Tax ID are preprinted on the form.
If you have any questions regarding required information, please contact a Schwab representative at (800)-435-4000. Information, including status update of transfers, is available at www.schwab.com.
For other questions regarding the Unity Church Restoration Fund, please contact Fund Treasurer Bob Champagne-Willis at (781)-961-9068 or willchamp@comcast.net.
If you would like further information on the Restoration Capital Campaign and donation or pledge options, please contact Campaign Chair Ken Love at (508)-238-7290 or kslove@comcast.net.
The completed form should be mailed to (please do NOT use the address provided on pages 2-3 of the form):
Charles Schwab & Co., Inc.
P.O. Box 628291
Orlando, FL 32862-8291

9 Main Street, North Easton, Massachusetts 02356
campaignoffice@unity-church.com . 508-238-6373 www.historicunitychurch.com