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, 630 Allendale Road, Suite 400, King of Prussia, PA, 19406"
  • 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
630 Allendale Road, Suite 400
King of Prussia, PA, 19406

STEP 3:

Provide your broker with the following transfer information:

Charles Schwab

Telephone:  (602) 355-9003

DTC# 0164  Code 40

Account Name:  THE AMERICAN COLLEGE PROCEEDS FUND – LONG TERM

Account Number:  1405‐9621

STEP 4:

Please notify Nicole Harding at The American College Advancement Office once the stock transfer is complete by calling 610-526-1427. This will ensure prompt notice of receipt.