User Manual Q&AAnswer
Feb 20, 2025 - 11:34 PM
To make an electronic stock gift transfer to Stevens Institute of Technology, please follow these steps:
1. Complete and return the Stevens Stock Gift Information Form: Fill out the form provided and send it via fax or email to Zef Ferreira in the Office of Development at Stevens Institute of Technology. The contact details are as follows:
- Fax: 201-216-8247
- Email: zef.ferreira@stevens.edu
2. Contact your broker: Get in touch with your broker and provide them with the following information. Your broker will initiate the transfer of shares to the Stevens brokerage account:
- Broker's name
- Brokerage firm
- Broker's phone number
3. Provide the necessary transfer information: Instruct your broker to transfer the shares to the Stevens brokerage account at PNC Bank, N.A. The transfer details are as follows:
- PNC Bank, N.A.
- Attn: Leah Fisher
- PNC Institutional Asset Management 116 Allegheny Center Mall
- Mail Stop: P8-YB35-02-Z Pittsburgh, PA 15212
- DTC #: 2616
- Acct. #: 21420012008822 Agent ID#: 26998
- Stevens Tax ID#: 22-1487354
4. Sit back and relax: Once the transfer is initiated, you can sit back and enjoy the feeling of knowing that you have made a difference and enhanced the Stevens Experience for students.
If you have any questions or encounter any difficulties during the transfer process, please feel free to contact Zef Ferreira in the Office of Development at Stevens Institute of Technology at 201-216-5247 or zef.ferreira@stevens.edu. You can also reach out to Leah Fisher at PNC Bank at 216-222-8220 or leah.e.fisher@pnc.com.
For further assistance, please refer to the STEVENS 2022-2023 Electronic Stock Gift Transfer User Manual provided.
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