Samford University

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Stock Gift Info.

This section highlights how to transfer stock or mutual funds.

Stock or Bond Transfer

A.  Inform your advisor that you would like stock sent to Samford via DTC transfer.
            Clearing Firm: Northern Trust Company
            DTC Number: 2669
            Account Number: 26-38462, Samford University

B.  Inform Samford of the (1) stock, (2) symbol if known, (3) number of shares or approximate value and (4) use of gift proceeds.

Mutual Funds Transfer
The transfer process may differ depending on the mutual fund company and takes a somewhat longer time. To start the process and for further information, please contact us.

Contact:
Stan Davis
Director of Gift and Estate Design
Samford University
800 Lakeshore Drive
Birmingham, AL 35229
Phone: (205) 726-2807, Toll-free: 1-877-782-5867



REFERENCES
Tax Deduction Information

 

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