Transferring Securities

Thank you for your interest in gifting securities to support Oregon State University programs. To transfer stocks to OSU, please provide the following details to your brokerage firm.

If you have questions, please contact Mark Siewell at the OSU Foundation, 541-737-7361.

The OSU Foundation also offers an online stock transfer form for your convenience.

Brokerage firm: Charles SCHWAB
Phoenix Service Center
2423 E Lincoln Drive
Phoenix, AZ 85016
541-684-3042
888-403-9000

DTC Clearing #: 0164 Code 40
Account #: 6822-7808
FBO: Oregon State University Foundation

Tax ID #: 93-6022772