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Gifting Securities Held by Your Broker

The University holds a limited number of accounts with various brokerage firms. If you wish to transfer securities electronically via the Depository Trust Company (DTC) system, please contact our office for electronic delivery instructions. It is important to also instruct your broker/agent to notify the University at least 24 hours prior to delivery. The University will need to know what asset(s) will be delivered on your behalf. Please fax or email to:

Terri Assael
The Pennsylvania State University
814-865-0893 (Fax)
888-800-9170 (Phone)
Email: tlj10@psu.edu

AND

Michael J. Degenhart
The Pennsylvania State University
814-865-0893 (Fax)
888-800-9170 (Phone)
Email: mjd33@psu.edu


Click here for a few important reminders.