Electronic Stock Transfer for Gift Annuities and Remainder Trusts

For stocks being designated for a Charitable Gift Annuity or Remainder Trusts, the College maintains an account at Charles Schwab & Co., Inc.. Please provide the following information to your broker to initiate an electronic transfer:

Code 40
DTC #0164

Charles Schwab & Co., Inc.
Attn: Transfer of Accounts
101 Montgomery Street
San Francisco, CA 94104
FBO: The College of Wooster
Acct #: 5586-7681

The College of Wooster is an educational institution, incorporated under the laws of the State of Ohio, which maintains its campus and faculty and carries on its educational operation at Wooster, Ohio. It is a tax-exempt, non-profit organization, which the Internal Revenue Service has determined to be a corporation operated exclusively for educational purposes as provided in Section 501(c)(3) of the Internal Revenue Code of 1954.

The College's federal tax identification number is 34-0714654.

If you encounter any problems or need additional information, please contact:

Deanna McCormick
Vice President for Finance and Business
The College of Wooster
1101 N. Bever St.
Wooster, OH 44691
dmccormick@wooster.edu

330-263-2581 - Direct Line
330-263-3120 - FAX