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