Stock/Bond Transfer Instructions 2018-2019
Thank you for considering a gift of stock to the University of St. Thomas. Please see below for further instructions on transferring such funds to the university.
Account Transfer of Publicly Traded Stocks or Bonds
If the securities you intend to give to St. Thomas are publicly traded and are held in "street name" by a brokerage firm, the university prefers that the securities be transferred electronically from your personal account at your brokerage firm to the university's account at UBS Financial Services, Inc. (UBS).
Please send St. Thomas a copy of your letter of authorization, including information on the name of the stock, number of shares to be transferred, and the gift designation. Letters may be mailed to Tori Sellner at the University of St. Thomas, Mail #DEV, 2115 Summit Ave., St. Paul, MN 55105.
UBS Financial Services, Inc.
Attn: Evans "Chip" Connelly
2200 UBS Plaza
444 Cedar St.
St. Paul, MN 55101-2136
University of St. Thomas Acct. #7C79967
Please include donor name.
Before transferring, please contact UBS Financial Services, Inc., and/or the University of St. Thomas to ensure a smooth delivery:
UBS Financial Services: Contact Evans "Chip" Connelly at (651) 229-6070 (ph), (855) 535-8106 (fax), or email@example.com. You also may contact Heather Fitch, at (651) 229-6101 or firstname.lastname@example.org.
St. Thomas: Contact Tori Sellner by phone at (651) 962-6899 or (800) 328-6819, Ext. 2-6899, or by fax at (651) 962-6996.
Federal Tax I.D. Number
If you need the university's Federal Tax I.D. for paperwork involved with the security transfer, please use the following: 41-0693970.
If for some reason the securities are unable to be transferred by wire, and you need to make a physical delivery, please contact Tori Sellner with the University of St. Thomas to determine the delivery process best suited to your particular situation, (651) 962-6899, by fax at (651) 962-6996 or toll-free at (800) 328-6819, Ext. 2-6899.
Thank you in advance for this generous gift!
(Download a PDF of the Stock/Bond Transfer Instructions.)