To execute an electronic transfer
Please have your broker transfer shares to:
Ameriprise Financial Services, LLC
TruCairn Advisors
8325 Wayzata Blvd, Ste 100
Golden Valley, MN 55426-1399
DTC: 0756
Account #: 84898378
Account name: CROSS Services
Important: Ask your broker to include your name and contact information in the DTC instructions. This ensures we can properly acknowledge your gift for tax purposes.
To transfer by mail (stock certificate)
If the stock certificate is held by the individual owner(s), mail or deliver the certificate with a letter of instruction requesting deposit to CROSS Services, Account # 84898378 at:
Ameriprise Financial Services, LLC
TruCairn Advisors
8325 Wayzata Blvd, Ste 100
Golden Valley, MN 55426-1399
On the back of the certificate, complete the transfer assignment by writing:
“We hereby sell, assign and transfer to CROSS Services, EIN 41-1314577.”
All persons listed on the front of the certificate as owners must sign.
Help us acknowledge your gift
Occasionally, stock gifts arrive without donor details. After arranging your transfer, please notify:
Karen Dear, Business Operations Manager
CROSS Services
12915 Weinand Circle • PO Box 574 • Rogers, MN 55374
(763) 342-4005 • Karen@CROSSservices.org
Please share:
- Your name
- Name of the stock transferred
- Number of shares
- Your broker’s name and phone number