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Stock Transfer Form

To notify us of an electronic transfer of securities, please complete the form below and provide your broker with the following transfer instructions:

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Charles Schwab & Company, Inc.

Operations: (877) 594-2578

DTC #: 0164

Account Name: University of Oregon Foundation

Account Number: 8992-3607

Donor Information

Initiating Brokerage Firm Information

Gift Information

Thanks for submitting!
As a next step, please provide your broker with the following information:
Charles Schwab & Company, Inc.
Operations: (877) 594-2578
DTC #: 0164
Account Name: University of Oregon Foundation Account Number: 8992-3607

Questions?

For any questions or more information please contact our Stock Gifts Team at  stockgifts@uofoundation.org  or call Administrative Services 541.302.0300. 

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