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Mutual Funds Transfer Instructions

Transfer Instructions for Mutual Funds

Gifts of mutual funds will be processed through Mellon Global Securities Services. Unlike DTC-eligible securities that may be exchanged almost instantaneously between two legal entities, transferring ownership of a mutual fund is a slow and manual process. The re-registration time varies from fund to fund and can take as long as six-to-eight weeks.

The donor should notify the delivering Mutual Fund Company and the Virginia Tech Foundation of their intention to make a gift of a mutual fund. The Mutual Funds Gift Processing Form (PDF | 15KB) serves as instructions for the delivering Mutual Fund Company and as notification to the Virginia Tech Foundation.  The Gift Detail section of this form should be completed by the donor and/or the delivering Mutual Fund Company and faxed to Greer Boyd with the Office of Investments and Debt Management at (540) 231-7751. 

If you have any questions, Greer may be reached at (540) 231-7094 or idm@vt.edu.

 


Contact Us

    Gateway Center

Investments and Debt Management
Virginia Tech Foundation
902 Prices Fork Road, Suite 2400 (0455)
Blacksburg, VA  24061
Phone (540) 231-7094
Fax (540) 231-7751