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