Transferring Securities

Transferring Securities

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

If you have questions, please contact  Kristi Tracy at the OSU Foundation, 541-737-9583.

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

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

Tax ID #: 93-6022772