Electronic Transfer of Stock or Securities
Electronic or depository trust company (DTC) transfer of stock through a broker can be made through our account with Charles Schwab.
DTC #0164, Code 40
DC Fiscal Policy Institute
Account #49601711
Federal Tax ID #:
83-2103918
With technical questions regarding stock transfers, please contact call Charles Schwab customer service at (800) 435-4000. For a tax receipt, please contact Todd Gray at todd@dcfpi.org once you request the transfer. Please confirm the name and number of shares, as this information is rarely included with the stock transfer.