To initiate a gift of stock or mutual funds, please contact your Financial Advisor and provide the following information:
Receiving Firm Information:
Receiving Firm: SPTC FCO Heartland Financial USA
Tax ID Number: 42-6260175
Address: Wealth Advisory Services, 1398 Central Avenue, Dubuque, IA 52001
Delivery Instructions for all DTC eligible securities:
Receiving Firm: SEI Private Trust Company
DTC #: 2663
Clearing Firm: SEI Private Trust Company
For Further Credit To: Lifeworks Services, Inc.
Tax ID Number: 41-0907857
Account #0062700
Please notify Mary Vasilis, Financial Controller, at 651-365-3769 or mvasilis@lifeworks.org when a stock gift has been initiated.