Delivery Instructions for the University of Puget Sound Via Wells Fargo Institutional Retirement and Trust

Below you will find instructions for how to transfer stock to the University of Puget Sound. When you have determined how many shares and what type of stock you will transfer, please alert the university staff member with whom you are working, or contact Sean Vincent, Director of University Relations Information Services, at (253) 879-2662 or svincent@pugetsound.edu, so our bank can be notified to accept the funds. Thank you for your gift! 

DTC Eligible Securities:
Participant #2027
Agent Bank ID #94866
Wells Fargo Account #25794901
Account Name: The University of Puget Sound-Gift
Other Notes: “Donor Name” & “Gift Designation”

Name of Bank:
Wells Fargo Institutional Retirement and Trust
MAC P6540-141
999 Third Avenue, 11th Floor
Seattle, WA 98104
Tel: (206) 292-3469

Cash Wire Instructions (Domestic/International):
Bank: Wells Fargo, Bank, N.A.
Bank Phone: 206.292.3606
Bank Address: 999 Third Ave., Seattle, WA   98104
Swift Code: WFBIUS6S
Routing # (ABA): 121000248
Account Name: The University of Puget Sound General Account
Account Number: 4122062649
Message to Beneficiary (OBI): Please provide donor name

Mutual Funds:
For delivery instructions, please contact:
Cindy Parsons – Wells Fargo at 206-292-3469 or parsonc@wellsfargo.com or
Wells Fargo Service Center at itgtxops@wellsfargo.com
Client service consultant: Shelly Matthews, 254-761-6901, Wells Fargo Service Center