Stock Transfer Instructions

LEGAL NAME:

North Carolina State University Foundation, Inc.

BROKERAGE FIRM:

Charles Schwab & Co., Inc. 

CLEARED THROUGH:

Charles Schwab & Co., Inc.

LOCATION:

1958 Summit Park Drive, Suite 200 

Orlando, FL 32810

DTC NO.:

0164 Code 40 

Please ask your broker to note on the transfer that the shares are coming from you so we may promptly credit you with the gift.

Contact Jeremy Allen at jnallen4@ncsu.edu when you give the transfer order to your broker, and provide him with the following information:

  • Number of shares being transferred
  • Name of securities being transferred
  • Brokerage firm making the transfer
  • How you want the proceeds used

Thank you very much for your support of the North Carolina State University Libraries