Dan Beard Council Non-Cash Gifts

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Client Account Information

Account Name: Dan Beard Council BSA C/A

Account Number: W396

Stocks, Bonds & Depository Eligible Securities (DTC)

The Northern Trust Company – DTC #2669 
Park National Bank, Custodial Account #17-88268

FBO: Client’s Name & Account Number

FOR GIFTS: Please Reference the Charitable Organization and Donor Name

Open-End Mutual Funds

Park National Bank uses Matrix Financial Solutions to process mutual fund transfers. You will need to contact them directly to obtain the specific account information needed to transfer your mutual fund – ACAT #5954

Please Email: NewAccounts@ParkNationalBank.com

Sheila Harbison: (937) 547-2612
Alex Schindler: (740) 349-2642
Brenda Brown: (740) 394-0459

Cash Deliveries Can Be Wired Or Mailed By Check

Wire To: (DO NOT use for ACH)

Park National Bank
Routing ABA #044101305
Checking Account #0400194
Account Name: Trust Department
Reference: Client’s Name & Account Number

Mail To:

The Park National Bank
ATTN: CEN Trust Department
50 North Third Street – PO BOX 3500
Newark, OH 43058-9983
FBO: Client’s. Name & Account Number

Government or Agency Issues

Through Fed Chicago
Northern Chgo / Trust
Routing ABA #0710-0015-2
FAO #17‐88268, Park National Bank

Money Market Mutual Funds

PLEASE REDEEM. Send proceeds using the ‘Cash Deliveries’ instructions listed above.

Closely Held, Physical Certificates or Real Estate Assets

Please contact one of our Securities Specialists for specific registration instructions.

If you require an ACH, please contact our Securities Specialists for specific ACH instructions.

Securities Specialists:

Sheila Harbison: (937) 547-2612 | Fax: (740) 349-3704
Alex Schindler: (740) 349-2642
Brenda Brown: (740) 394-0459

Please Email: NewAccounts@ParkNationalBank.com

Questions? Please contact Sheri Greenlee, Executive Assistant, at (513) 577-7681 or sheri.greenlee@scouting.org.

  1. Depository Eligible Securities (DTC)
    PNC Bank
    DTC # 2616
    Reference: Dan Beard Council, Inc 21-75-070-4723549 (Internal 14 digit A/C # & Name)
  2. Government Issues (FED) Federal Reserve Bk of Cleveland ABA # 043000096
    Account: PNCBANK PITT/TRUST
    Reference:  Dan Beard Council, Inc 21-75-070-4723549 (Internal 14 digit A/C # & Name)
  3. Physical Securities Eligible for Deposit at DTC
    PNC Bank NA Asset Transfer
    4100 West 150th Street
    Mail Stop B7-YB17-03-3
    Cleveland, OH 44135
  4. Mutual Funds
    Please DO NOT establish an account at the mutual fund in the name of Dan Beard Council, Inc 21-75-070-4723549. PNC Advisors will establish a shell account at the fund in its nominee name and provide you with the account number so that you may complete this transfer.
  5. Euro Deliveries
    Require a 48 hour advance notice and your Euro Delivery Instructions, inclusive of trade date, settlement date, and delivering bank or CEDEL details. This also requires your contact name and number for Euro Deliveries.
  6. ACATS Deliveries
    ACATS transfer instructions will be forwarded by the Asset Transfer Unit.  Please use the contact information above should you have questions.
  7. Instructions for wiring money:
    ABA#    04300096
    PNC Bank Charitable & Endowments Cr Acct # 1014093644
    Attention: David Gordon
    Reference: Dan Beard Council, Inc 21-75-070-4723549
  8. Instructions for Mailing a Check:
    PNC Bank NA
    PNC Asset Transfer
    Attention:
    4100 West 150th Street
    Mail Stop B7-YB17-03-3
    Cleveland, OH 44135
  9. Cost Basis Contact Information:
    Please email  PGHCostBasis@PNC.com or call Michael Orr at (412) 762-3784.