Mutual Fund Transfer Form

This form serves as notification of your intention to make a gift of mutual fund shares to TKU. It is important that we are notified prior to every mutual fund share transfer, in order for us to accurately identify, allocate, and acknowledge your gift. Note that this form cannot be used for restricted stock or stock traded on non-U.S. markets; making life income gifts, gift annuities, or unitrusts; or for membership dues. To make such gifts, or if you gift involves special considerations or instructions, please call TKU at 817.552.7616.

First Name*

Middle Name

Last Name*

TKU Affiliation*

If a TKU alumnus, please also tell us:

Degree Year (most recent if multiple)

Email*

Phone*

Your Message