If you wish to gift securities to USC Dornsife and the securities are held at one of the brokerage firms listed below, please call the Investment Office at (213) 740-5413 to request USC's brokerage account number. You can initiate the transfer process by completing, signing and sending the Donor Transfer Form (Link to PDF here) to the brokerage firm holding the assets you wish to transfer to the University of Southern California. In lieu of this form, you may also send a letter of instruction, with similar wording, to your broker. In addition, a Donor Notification Form (Link to PDF here), or equivalent letter of instruction, should be submitted by the donor to the university. Please mail or fax copies of the forms or letters of instruction to the Investment Office. Copies of the forms or letters should also be faxed to Xiomara Moncada at (213) 740-4989 or emailed to xmoncada@college.usc.edu. Please be sure to indicate which area of USC Dornsife you want your gift to support.

If you wish to gift securities to USC and the securities are not held at one of the brokerage firms listed below, the securities should be transferred to USC's Donor account with UBS.  You may use the Brokerage to USC's Donor Account form to initiate the process (Link to PDF here).

DTC Participant: UBS
Participant Number: 221
Account Name: University of Southern California Donor Account
Account Number: AE 22094
Tax ID: 95-1642394

If gifting securities via UBS International, please e-mail Xiomara Moncada at xmoncada@college.usc.edu with your name, security description, number of shares, and gift designation/purpose.

Any questions can be directed to your development officer contact or to Xiomara Moncada at (213) 740-4955 or xmoncada@college.usc.edu.

List of USC Brokerage Firms

Charles Schwab
Crowell Weeden & Co.
E*TRADE
Fidelity Investments
Merrill Lynch
Morgan Stanley Smith Barney
Oppenheimer & Co.
Stephens Inc.
TD Ameritrade
UBS International
Vanguard
Wedbush Morgan Securities
Wells Fargo Advisors
Wells Fargo Investments