Transferring Stock

Benton Community Foundation has one investment portfolio held by Charles Schwab via the Bank of New York Mellon, ABA #021000018, Account No. 9861-5280. Benton Community Foundation's tax identification number is 93-6022916.

When you transfer securities on behalf of your client, please let us know via e-mail or call us at (541) 753-1603 so we can credit the appropriate fund and forward a tax donation receipt to your client once the securities have been transferred.

 

Depository Trust and Clearing Corporation (DTCC) and Eligible Securities and Options. Instruct DTCC eligible securities and the Options Clearing Corporation eligible options to clearing broker number 0443. Be sure to include Charles Schwab account number 9861-5280.

Federal Entry Securities. Instruct federal entry securities, for instance, Treasury notes, to Bank of New York Mellon, ABA number 021000018. Be sure to include the Charles Schwab account number 9861-5280.

 

Transaction Fees:

Common stock / ETF Trades:     $19.00 plus .01/share over 2,000 shares ($24.00 maximum)

Mutual Fund Trades:                   $15.00

Bond, CD and UIT Trades:         $22.00

Confirmation Service Fee           $ 3.50

 

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