Please note that the University is required to notify the bank of any stock gift prior to the transfer by the donor agent. Please call the Office of Institutional Advancement at 713-942-3415 prior to transferring stock gift to the University accounts.

Transfer Instructions to Endowed Funds:
The University’s broker is The Bank of New York. The transfer of funds from the donor’s broker account to University’s account is accomplished via Depository Trust Company (DTC). To perform such a transfer, simply notify your broker of the securities to be transferred and provide the following instructions:

The Bank of New York
DTC Number: 901
Agent Bank ID Number: 26500
Interested Party Number: 26659
Custodian Account Number: 369378
Account Name: University of St. Thomas

UST’s Contact Name at Bank of New York – Tom Welsh
Contact Phone Number: 610-828-7200

Transfer Instructions to Annual Fund or Non-Endowed Funds:
The University’s broker is Merrill Lynch & Company. The transfer of funds from the donor’s broker account to University’s account is accomplished via Depository Trust Company (DTC). To perform such transfer, simply notify your broker of the securities to be transferred and provide the following instructions:

DTC Number: 5198
University of St. Thomas Account Number: 63M05M38

UST's Contact Name at Merrill Lynch & Company - Jim Elliott
Contact Phone Number - 214-999-6690