Utah State Treasurer's Office              
Utah State Treasurer's Office

         



 

              

Securities Registration & Deposit
Instructions

For DTC (Electronic) Transfer
DTC # 954
Agent Bank # 26017
Reference: UTAH & Co
Acct # AUZF0324702

Two days prior to actual delivery a list of the securities including cusip numbers, the number of shares, issue names, and the delivering party’s DTC participant number should be faxed to ACS Unclaimed Property Clearinghouse at 617-722-9660, Attn: Custody Department.

For Physical Stock Certificates

UTAH & CO
Acct # AUZF0324702
TIN # 33-1059625
c/o BNY Mellon Security Trust Company
One Wall Street, 3rd Floor Receive Window C
New York, NY 10286

Attn: Mike Visone

Two days prior to actual delivery a list of the securities including cusip numbers, the number of shares, issue names, certificate numbers and registration should be faxed to ACS Unclaimed Property Clearinghouse at 617-722-9660, Attn: Custody Department.


For Mutual Funds

MAC & CO A/C AUZF0324702
FBO State of Utah
Mutual Fund OPS-TC
P O Box 3198
525 William Penn Place
Pittsburgh, PA 15230-3198
TIN # 25-1536944


When funds are transferred to MAC & CO, please set up the account so that interested party statements are sent to:

ACS Unclaimed Property Clearinghouse:
260 Franklin St., 11th Floor
Boston, MA 02110
Attn: Mutual Fund Operations.

Two days prior to actual delivery a list of the securities including cusip numbers, the number of shares and issue names should be faxed to ACS Unclaimed Property Clearinghouse at 617-722-9660, Attn: Loreta Pengo. Authorized individuals include Paul Puccini, Vilka Markovich, Chris Gray and Loreta Pengo.

For DRP Shares

UTAH & CO
c/o ACS Unclaimed Property Clearinghouse
260 Franklin Street, 11th Floor
Boston, MA 02110
TIN# 33-1059625

Two days prior to actual delivery a list of the securities including cusip numbers, the number of shares and issue names should be faxed to ACS Unclaimed Property Clearinghouse at 617-722-9660, Attn: Loreta Pengo.
              
  • Edward T. Alter - Treasurer
Edward T. Alter Treasurer
About the Treasurer


  • Treasurer's Office
    Unclaimed Property Division
    341 South Main Street, 5th Floor
    Salt Lake City, Utah 84111
    Telephone (801) 320-5360
    Toll Free (888) 217-1203
    Facsimilie (801) 533-4096