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Please use the information below if you wish to make a donation of stock to The Chi Psi Educational Trust, Inc.

 

Delivery Instructions

PLEASE CONTACT NICHOLE KENNEDY WITH MIDWEST TRUST COMPANY AT (913)319-0328 BEFORE INITIATING ANY TRANSFERS.

 

Depository Trust Company (DTC) Non ACAT

DTC Participant Number 2669

Account Number 17-53429 Midwest Trust Company

Further Credit to: Chi Psi Educational Trust/10840009787

 

 

Federal Reserve Bank (FED) Non ACAT

ABA Number 071000152

NORTHERN CHGO/TRUST or

NORTHERN CHGO/03

Account Number 17-53429 Midwest Trust Company

Further Credit to: Chi Psi Educational Trust/10840009787

 

 

MUTUAL FUND Instructions – Partial ACAT eligible  for mutual funds only

Agent:  Fidelity – National Financial Services

Account Name - The Midwest Trust Company

  1. For Non-ACAT transfer, Mutual fund account numbers will be provided by NFS as our agent via overnight package. 
  2. For partial ACAT transfer, NFS will initiate PTR (Partial Transfer Receipt) via the ACAT system. 

 

If you have any questions on mutual fund instructions, please contact mido@midwesttrust.com

 

 

Cash Balance WIRING Instructions

First Citizens Bank and Trust

100 East Tryon Road/DAC 28

Raleigh NC 27603-0000

ABA:  053100300

Account #009860059600

Account name:  Trust Sourcing Solutions, LLC

5901 College Boulevard, Suite 100, Overland Park, KS 66211

Further Credit to: Chi Psi Educational Trust/10840009787

 

 

Cash Balance CHECK And Physical Certificate  Instructions

Payable to: Midwest Trust Company

fbo Chi Psi Educational Trust/10840009787

Address:  5901 College Boulevard, Suite 100, Overland Park, KS 66211

 

 

Please submit a copy of cost basis and acquisition date reporting to mido@midwesttrust.com

 

Please note that we do not participate in CBRS.

 

For questions, please contact Middle Office at mido@midwesttrust.com  

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