Stock and Mutual Fund Transfers

USD Federal Identification Number: 95-2544535

Stock Transfer Instructions (See instructions for Mutual Fund Transfers Below)

Stock transfers may be initiated by a donor or a donor's broker. After completing the transfer, please inform Steven Heath, whose contact information is shown below. Please use the following instructions for electronic transfer of DTC Eligible Book Entry Issues to the University of San Diego:

Depository Trust Company
The Northern Trust Company
Trust Department
(DTC) Participant No. 2669
Reference Account Number and Name: 26-46718, University of San Diego
Reference Donor's Name:

Mutual Fund Transfer Instructions:

Shares of Mutual Funds may be initiated by the donor or a donor's broker. After completing the transfer, please inform Steven Heath, whose contact information is shown below. Use the following instructions for electronic transfer of mutual fund shares via the ACATs (Automated Customer Account Transfer Service) system:

Depository Trust Company
FBO The Northern Trust Company
Participant Number 2669
Reference Account Number and Name: 26-46718, University of San Diego
Reference Name of Donor

Important Note: After initiating a Stock Transfer or a Mutual Fund Transfer, Please contact:

Steven Heath
USD Finance Office
Phone: (619) 260-7594
Fax: (619) 260-4813
treasury@sandiego.edu