Forms, Transfer Instructions

Forms
Irrevocable Stock or Bond Power (pdf file) 
IRS Form 8283 (pdf file)
BNY Mellon Gift-with-income ACH Income Payments (pdf file)
Sample Letter to IRA Administrator for rollover gift  (pdf file)
Sample Letter to Clarkson University for IRA rollover gift (pdf file)

Electronic Transfers
Electronic Funds Transfers – Cash
Electronic Funds Transfers – Stocks and Bonds
Electronic Funds Transfers – Gift-with-income Plans

Proper name of the University:
Clarkson University
Potsdam, New York

Federal Identification Number:
15-0543659

Mailing address for the Annie Clarkson Society:
Annie Clarkson Society
Clarkson University
Box 5522, 8 Clarkson Avenue
Woodstock Lodge
Potsdam, NY 13699

Electronic contact information:
315-268-7778 (telephone)
1-877-928-4438 (toll-free)
315-268-7777 (fax)
annieclarkson@clarkson.edu (email)

Electronic Funds Transfers – Cash

Contact the Annie Clarkson Society at 315-268-7778 (toll-free 1-877-928-4438) or email annieclarkson@clarkson.edu for cash transfer instructions.

NOTE: The instructions for electronic transfers to Clarkson gift annuities, trusts and pooled fund require specific account information. Contact the Annie Clarkson Society at 315-268-7778 (toll-free 1-877-928-4438) or email annieclarkson@clarkson.edu for help.

Electronic Funds Transfers – Stocks

Clarkson University accepts stock gifts by electronic transfer to its account at:
Morgan Stanley

65 Market Street, Potsdam, NY 13676
Contact: James Theodore, Financial Advisor
315-265-6300 or 1-800-722-0226

For the benefit of Clarkson University

Clarkson’s Taxpayer ID#15-0543659
DTC participant #: 0015
Acct #: 834-105842-069

Please notify Clarkson when initiating a DTC transfer, as your name is not included with the transfer. Contact the Annie Clarkson Society at 315-268-7778 (toll-free 1-877-928-4438) or email annieclarkson@clarkson.edu.

Electronic Funds Transfer – Bonds

The instructions for the transfer of bonds is unique to each circumstance.  Contact the Annie Clarkson Society at 315-268-7778 (toll-free 1-877-928-4438) or email annieclarkson@clarkson.edu for help.

NOTE: The instructions for electronic transfers to Clarkson gift annuities, trusts and pooled fund are different than above, and require specific account information. Contact the Annie Clarkson Society at 315-268-7778 (toll-free 1-877-928-4438) or email annieclarkson@clarkson.edu for help.

Electronic Funds Transfers – Gift-with-income Plans

Clarkson University accepts gifts by electronic transfer to Clarkson gift annuities, trusts and the pooled fund at BNY Mellon through their Boston, MA offices. Because there is no holding account at Mellon and gifts must be transferred directly to one of numerous individual accounts depending on the type of gift plan, specific account information is required. Contact the Annie Clarkson Society at 315-268-7778 (toll-free 1-877-928-4438) or email annieclarkson@clarkson.edu for help.

Your name is not included when an electronic transfer is made. Please notify the Annie Clarkson Society when you authorize a transfer.

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This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift.