Transferring Securities

Broker Transfer (Preferred Method)

  • Notify your broker of your intentions and provide him/her with the following transfer instructions.

Indiana Tech brokerage firm: SEI Private Trust Company
DTC Participant Number: 2039
Institution Number: 94952
ID Agent Number: 94952
Agent Internal Account Number: 11102-C
Interested Party #1: Indiana Inst. of Technology-STK
Interested Party #1 Account Number: SEI Account #210026-STK

SEI Contact:

Joe McCarrick
Institutional Trust Account Manager
T:  610-676-2686
E:  jmccarrick@seic.com

Indiana Tech Contacts:

Shelly Musolf
Controller
T:  260-399-2828
E:  SRMusolf@IndianaTech.edu

Tracina Smith
Acting Vice President of Institutional Advancement
T:  260-422-5561 ext. 2440
E:  RLPease@IndianaTech.edu

Valuation and Acknowledgment of Your Gift

In accordance with Internal Revenue Service regulations, you will receive an acknowledgment letter from the Vice President of Institutional Advancement to use for tax purposes. The letter will state the valuation of the gift at the time of transfer and confirm into which fund or funds your gift has been placed.

The Information We Need

We want to be sure that your gift is recorded correctly. It is very helpful for us to receive a note from you confirming your gift, your current address, and the purpose of the gift (such as Annual Fund, Scholarship, Athletics, etc.).  For a listing of Funds click here. Also, please include any other pertinent information, such as whether the gift is in memory or in honor of an individual, or whether you are enclosing a matching gift form from your employer. Finally to ensure that we are recognizing your generosity as you desire, please let us know how you would like the gift to be recorded: for example, John Donor, Mr. and Mrs. John Donor, Mary and John Donor, or John Donor and Mary Benefactor.