Stevens 2022-2023 Electronic Stock Gift Transfer User manual

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2022‐2023INSTRUCTIONSFORELECTRONICSTOCKGIFTTRANSFER

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          

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ItiseasytoelectronicallymakeagiftofstocktoStevensInstituteofTechnologybyfollowingthese

steps…

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1. CompleteandreturntheaccompanyingStevensStockGiftInformationFormviafaxoremail

to:

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ZefFerreira,OfficeofDevelopment

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StevensInstituteofTechnology

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Fax:201‐216‐8247

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E‐mail:[email protected]

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2. Contactyourbrokerandprovidetheinformationlistedbelow.Yourbrokerwillinitiatethe

transferofsharestotheStevensbrokerageaccount:

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PNCBank,N.A.

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Attn:LeahFisher

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PNCInstitutionalAssetManagement

116AlleghenyCenterMall

MailStop:P8‐YB35‐02‐Z

Pittsburgh,PA15212

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DTC#:2616

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Acct.#:21420012008822

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AgentID#:26998

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StevensTaxID#:22‐1487354

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3. Sitback,relaxandenjoythefeelingofknowingthatyouhavemadeadifferenceandenhanced

theStevensExperienceforourstudents.

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Ifyouhaveanyquestions,orhaveanydifficultymakingthetransfer,pleasecontact

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ZefFerreiraintheOfficeofDevelopmentat201‐216‐5247[email protected],or

LeahFisheratPNCat216‐222‐8220[email protected].

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  

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2022‐2023StockGiftInformationForm

  

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IwishtoalertyouthatIammakingagifttoStevensviaanelectronicstockgifttransfer.Belowistheinformationneeded

toproperlydirect,acknowledge,andreceiptmygift.

From(DonorName):         

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StockName(incl.symbol):        

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Numberofsharesgifted:        

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CUSIPnumber:         

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Expecteddateoftransfer:        

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Broker’sname:         

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Brokeragefirm:         

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Broker’sphone#:         

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Designation/UseofGift:        

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Specialnotes:         

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PleasereturnthecompletedStockGiftInformationFormviaemailorfaxto:

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ZefFerreira,OfficeofDevelopment

StevensInstituteofTechnology

1CastlePointTerrace

Hoboken,NJ07030

Phone:201‐216‐5247

Fax:201‐216‐8247

E‐mail:[email protected]

Stevens 2022-2023 Electronic Stock Gift Transfer User manual

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