Transfer of Stock

Transfer of Stock

Procedures for transferring stock to The American College via Depository Trust Company (DTC).

STEP 1:

Send a signed letter to your broker. Please include the following in the letter:

  • "I authorize (name of donor's broker and brokerage house) to transfer (number of shares) shares of (name of stock) from my account (donor's account number) to The American College of Financial Services, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010"
  • Today's date
  • Your name
  • Your address
  • Your phone number
  • Purpose of the gift
  • Your signature

STEP 2:

Send a copy of that letter to: Advancement Office

The American College of Financial Services
270 S. Bryn Mawr Ave.
Bryn Mawr, PA 19010

STEP 3:

Provide your broker with the following transfer information:

DTC Number 0062

Account Number 68287241 - Vanguard

STEP 4:

Please notify Allen Thomas, JD, CAP® at The American College Advancement Office once the stock transfer is complete by calling 610-526-1422. This will ensure prompt notice of receipt.