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Stock Gifts

For Certificates Held by a Bank or Broker

Certificates held by a bank or broker can be transferred to Augsburg electronically by following these steps:

Contact your bank or broker and authorize them to transfer the securities to Augsburg through the University’s account at UBS in Bloomington.

Account Registration: Augsburg University, 2211 Riverside Ave
Account Number: 7N 29278
DTC Number: 0221
Address of Account Holder: 2211 Riverside Ave, Minneapolis, MN 55454
Contact Name & Number: UBS Financial Services in Bloomington
8500 Normandale Lake Blvd., Ste. 210
Bloomington, MN 55437-3815

Geri Paquette
(952) 921-7932
geri.a.paquette@ubs.com

Contact Ilse Rolf at RolfI@augsburg.edu or 612-330-1512 and provide your name and address, the specific name of the securities to be transferred, the number of shares to be transferred, any special restrictions on the securities to be transferred, the designation of the gift (The Augsburg Fund, Hagfors Center, endowed scholarship, special project, etc.), and the name, address and telephone number of your broker.

Soon after the stock gift is transferred to Augsburg’s account at UBS, the University will sell it and designate the proceeds to the appropriate purpose.

For questions or additional information, please contact:

Ilse Rolf
Advancement Services
RolfI@augsburg.edu
612-330-1512