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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

Oregon Consumer Privacy Act Notice

In compliance with the Oregon Consumer Privacy Act, this notice outlines how we manage and safeguard personal data.

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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