Electronic Transfer Instructions

Please contact Stock Gifts or call us at 800.543.8764 concerning the specifics of your securities transfer including the name(s) of stock, stock symbol, number of shares, your name, and your gift designation.  

Your broker will require this important information to make your gift of stock to the UND Foundation.

Fidelity Information (for DTC Delivery)

DTC Number    0226
Agent Bank/Receiving Firm Name     Fidelity
Institutional/Interested Party     29176
Agent/Receiving Firm Number     62959
Account Number     656301997
Account Name     Alerus Financial
For further deposit to trust account #1056000300, UND Foundation Agency

Additional Information Requested

Donor’s Name
Stock Name & Number of Shares
Brokerage Firm
Broker Contact Name & Number

Gift Valuations (Publicly Traded Stock)

Arithmetic Mean of highest and lowest prices on the date of gift

Notes

The general policy has been to sell gifts as soon as all information is received