Stocks and Mutual Funds - Life Plan Humboldt

Donating shares of stocks or mutual funds is a great way to help contribute to Life Plan Humboldt

Stocks

Thank you for your interest in support of Life Plan Humboldt. To help you facilitate a gift of stock, please use the following three simple steps:

Step 1 – Initiate the Stock Transfer

Securities can be gifted to Life Plan Humboldt in two ways: either via electronic transfer (in which your broker transfers shares using the Life Plan Humboldt DTC number) or by physically mailing the paper certificates to Life Plan Humboldt. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter » for your use.

Step 2 – Notify Life Plan Humboldt by Filling Out the Form Below

Click or drag a file to this area to upload.

Step 3 – Send the Securities to Life Plan Humboldt

If Sending Stocks Electronically:

Clearing Firm:  TD Ameritrade Clearing, Inc.

Tax ID Number:  47-0533629

TD Ameritrade, Inc.
Attn:  Transfer of Accounts Department
200 S 108th Ave
Omaha, NE 68154-2631

DTC Number: 0188
ACCT Name: Life Plan Humboldt (Tax ID# 84-4757743)
ACCT Number: 279577663

Federal Book Entry:
  BK of NYC/Ameritrade
  ABA #021000018

Book Entry GNMA Securities:
  PTC Instructions are: BKNYCATP

If Sending by Registered Mail:

Mail your ENDORSED certificate(s) by registered mail, to:

TD Ameritrade Clearing, Inc.
FBO: Life Plan Humboldt Acct# 279577663
PO Box 2226
Omaha, NE 68103-2226

Or to:
200 S 108th Ave.
Omaha, NE 68154-2631


Sending Mutual Funds

Electronic delivery of mutual fund shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. 

TD Ameritrade, Inc.
Tax ID Number: 47-0533629
FBO Life Plan Humboldt Account #279577663
PO Box 2226
Omaha, NE 68103-2226
Broker-Dealer: TD Ameritrade, Inc.

 

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