Delivery Instructions for the University of Puget Sound Via Principal
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, Senior Director of University Relations Information Services, at (253) 879-2662 or firstname.lastname@example.org, so our bank can be notified to accept the funds. Thank you for your gift!
DTC Eligible Securities (Stocks and Mutual Funds):
Agent Bank ID #78861
Principal Account #25794901
Account Name: The University of Puget Sound-Gift
Other Notes: “Donor Name” & “Gift Designation”
Name of Bank:
Principal Custody Solutions
510 N. Valley Mills Drive, Suite 400
Waco, TX 76710
Incoming Fed Cash Wire Instructions (Domestic/International) (Cash Donations):
Bank Name: 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 and gift designation
For delivery instructions, please contact:
Kirstie Guerra – Principal at PCSTexasCSC@Principal.com