Stock Transfer Instructions

LEGAL NAME:

North Carolina State University Foundation, Inc.

BROKERAGE FIRM:

Wells Fargo & Company

CLEARED THROUGH:

First Clearing, LLC

LOCATION:

Winston-Salem, North Carolina

DTC NO.:

0141

REPRESENTATIVE:

Joshua Bartlett
401 S. Tryon St.
8th Floor
Charlotte, NC 28202-1934
Joshua.Bartlett@wellsfargoadvisor.com

PHONE NO.:

(855) 283-5558

Please ask your broker to note on the transfer that the shares are coming from you so we may promptly credit you with the gift.

Contact Leia Droll at (919) 513-7033 or via email at when you give the transfer order to your broker, and provide her with the following information:

  • Number of shares being transferred
  • Name of securities being transferred
  • Brokerage firm making the transfer
  • How you want the proceeds used

If there are any questions, you or your financial advisor may contact Leia Droll at (919) 513-7033.

Thank you very much for your support of the North Carolina State University Libraries