Youll need your Shareholder Reference Number (SRN) to sell or buy shares. If you have had any property escheated to a state, you will need to contact the state your property was turned over to. To prevent your accounts from becoming unclaimed or abandoned, keep accounts active by making a deposit or withdrawal of shares, cash all checks for dividends (dividend ACH payments are not considered contact), update your address, or contact the issuing company or the transfer agent at least once every three years about your shares. Each year, shareowners are sent an annual report together with notice of the company's annual meeting and a proxy statement that contains the details of the meeting. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. This site also uses Javascript to provide a more interactive and streamlined user experience. Computershare), should make available the cost basis for every single stock and WebReport. Market order? In both situations, you will receive a statement of ownership from EQ Shareowner Services acknowledging your DRS book entry position once the change has been made. A Direct Purchase Plan has an "open enrollment" feature, which allows investors to purchase their initial share(s) of stock from the issuer rather than purchasing through a brokerage firm. Your signature on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) It is used to record useful information, such as your geographical location. If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. WebComputershare at the office listed at the end of this brochure or e-mail us at caregistryinfo@computershare.com provid-ing us with your name, address, name and In this situation each tenant owns an undivided interest, which, upon the death of one tenant, passes as such to his heirs or devisees and not to the surviving tenant(s). Also, enter the security code that is shown in the Shareholder The signature of the authorized officer on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) A certified copy of the death certificate. WebGo to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. WebTo open a trading account in trust for a minor follow these steps: Go to the Westpac Share Trading page and click on the Join now button located at the top of the page; Select the settlement account type of your new trading account; Select the Trust/SMSF account application; Select Minor from the list of trust types Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. A session cookie is stored within the computer memory, not on the hard drive, and will only last for the duration of your visit to the website. Can I deposit my certificate with you? The certificate should have the corporate seal or state that no corporate seal exists; or have the Secretary's (or other signing officer's) signature notarized. . A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. Top How do I delete an account? Session cookie. 4. Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. Click How do I transfer shares for a deceased tenant? Address formatting may also be updated (i.e. Also, enter the security code that is shown in the Shareholder Validation section; this is not upper or lower case sensitive. 100% agree. 4. Please note that you will need immediate access to your email in order to complete the login process. $90,000 Yearly. Please contact Computershare at 1-877-267-2236 if you have any questions about this process. 17. Options for how to close your account are located on your statement's share transaction request. WebTo permanently delete your account: Click your profile picture in the top right of Facebook. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. Select the checkbox next to the fund or funds that you would like to buy. 9. Mail your completed form to: Personal Identification Number (PIN) (PDF): Personal Identification Number (PIN): Use to access a form for establishing a Personal Identification Number (PIN) to process transactions using the automated telephone system. We do ask that you allow 10 days from mailing before requesting a replacement check. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. WebComputerShare also enables a dividend reinvesting plan (DRIP). 7. 1996 - 2023 Computershare Limited. Contact the Shareholder Services at 1-800-480-4111 if the information displayed is not correct. Although not mandatory, we recommend you enter a mobile number as it is required to complete some transactions. Once the shares arrive at broker, you're free to sell them and take the cash. To complete this process, you must have a valid email address on file for your account. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. Termination requests can also be submitted via telephone or mailed to the address on page 14 together with the transaction form included with your statement. 7. WebEnter Recipient First, Last and SSN or Tax Payer ID - (tax status optional, if not used see note at end about W-9 or W-8BEN) Enter Recipient Street, City, State, and Zip Enter recipient email and click Next - (see note about W-9 or W-8BEN if SSN or Taxpayer ID is not used) Confirm the recipient information and share amount is correct. To view your online documents you will need Adobe Acrobat Reader. Providence RI 02940-3084. Will try pulling shares to my brokerage account. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. Am I able to withdraw a certificate at any time? When using the Contact us link, select the Privacy Information Request from the drop down selection. The brand has since become the largest black-owned greeting card company, and has expanded their line to other inspirational gifts and dcor. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. 13. Options for selling Market, Limit and Stop orders may vary by company. Am I able to withdraw a certificate at any time? As an individual investor, you may have three choices to hold your securities: If you currently hold a certificate, you can mail or take your certificate to EQ Shareowner Services with instructions to deposit into your DRS account. Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). The guidelines have three levels of accessibility (A, AA and AAA), and the Computershare site aims to meet AA standards.. the name of the trust or the grantor or in the case of a trust under will, the name of the deceased; and the date of the trust (not applicable for a trust under will). An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. With Investor Centre you can: View your share portfolio Download forms Direct Registration allows you to have your securities registered in your name, on the books of the corporation without the need for a physical certificate. This data is logged using a unique session ID, which does not personally identify you, but will allow us to ensure you are the same user that logged into the website initially using your username and password. Should you have other account related questions, contact information is available at the link below:https://www-us.computershare.com/Investor/#Contact/Enquiry. How do I transfer shares due to a divorce? Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. Computershare is notoriously difficult to work with. Then click the"Register Now" link that appears below the login button on the main screen. Proceeds from the sale will be mailed to you two business days after the date of the sale, less any applicable sales and commission fees. This is an interactive form which you may complete online before printing and mailing. The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. They never replaced the paper certificate, just transferred it into DRS for us to pull. If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, sign up for reinvestment or change reinvestment options online. I have Computershare stock in a joint account with a parent and I want to move them to my individual trading account. Do you know if I need to change my Computershare account to only list myself (so that it matches my trading account). Thanks! Yes, probably. Whatever account you are transferring the shares to must match exactly. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? Please see a tax professional for assistance in determining your tax-basis on non-covered securities. 6. If you transferred your account during the year, you would receive a second 1099DIV for dividends paid under the new registration. Box 64854 St. Paul, MN 55164-0854. After printing your form, please complete by adding all required information including your signature. For example, for U.S. residents, select "United States (1)" in the telephone number Dial Prefix field; enter your 10-digit telephone number without any dashes or blank spaces between the numbers in the Mobile Number field. Addresses may be systematically updated as a result of an official change or forwarding request submitted to the USPS. 7. Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. If your securities are in a Direct Registration, Dividend Reinvestment or Direct Purchase account, you may take one of the following three actions to sell your securities: Please note: EQ Shareowner Services will sell your securities under the terms and conditions of your plan. To remove accounts from the Portfolio > Summary screen choose the Delete option from the Select Action drop-down list for the account. When a new document or communication is available you will be notified via email. By using our website you agree to our Cookie Policy. Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. Once enrolled in either plan, shareowners generally have the option to increase their ownership of stock through the purchase of shares with dividends and/or cash contributions. A form of ownership recognized by certain states as an appropriate form of registration for a husband and wife in such a manner that, except in concert with the other, neither husband nor wife has a disposable interest in the property during the lifetime of the other. If the stock is held in certificate form, we suggest you use registered mail, insured for 5% of the current market value of the shares. Computershares website uses cookies like many other websites. Options for how to sell your shares vary by company. (b) If available, market order sale requests received at Your guarantor will require proof of your authority to act. I dont trust them to sell (do they do this?). Upon the death of the individual, the shares are subject to probate proceedings. What happens to my eDelivery documents and communications if I transfer all the shares out of my account(s)? Am I required to obtain a Medallion guarantee on the Stock Power form? 1. Who can sign up for electronic delivery (eDelivery)? At Computershare we're trying to make everything we do online usable and accessible for everyone. Thanks very much for the input and suggestions. All securities acquired before January 1, 2011. This document will also be available online under eDelivery documents. Computershare has a great opportunity for an Account Director to play a critical role in driving the growth of our business in the key Insurance vertical. The rule is applied technically, regardless of your intent. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. Open a separate account if you dont have an employer plan, or dont like the brokerage. Options for how to deposit your certificate vary by company. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Posted: February 01, 2023. WebAs of January 4, 2019, all inquiries regarding this change or your shareholder account should be directed to Computershare at the address or telephone numbers listed below. Send it back to them with a halfway recent statement or "Advice" as Compushare likes to call them. You may also need to check your spam folder for the email. Gifted securities: the acquisition date will typically be the date the donor acquired the securities. Location. If you still have an unresolved complaint, you may also direct your complaint to the attention of: New York State Department of Financial Services, One State Street, New York, NY 10004-1511. UPS delivery should be sent to: We give you a world of potential. What is the Direct Registration Profile Modification System? Either an Inheritance Tax Waiver Stamp within the signature section of the Stock Power form certifying no Inheritance Tax Waiver, or an Affidavit of Domicile (PDF*) completed, signed and notarized, is required. Any cookies used by Computershare are first-party, as they originate from our web pages. Postal Service change the mailing address on my account? Be sure to add your Account Number on the form so we can apply it to your account.After printing your form, please complete by adding all required information including your account number and signature. Therefore, you will receive a hard copy of the 1099DIV. I live outside of the United States. How will I know when a new document or communication is available? EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. The Transfer Wizard will walk you through all necessary steps, including administrative data like account holder name, social security number, gaining brokerage, and shares to transfer. Only one beneficiary can be designated per registration. 12. 1. Your guarantor will require proof of your authority to act. Call us 888.637.3343 Set up a meeting Schedule an appointment * Other fees may apply. If your company offers account access through www.shareowneronline.com, you may sign up for direct deposit online. instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, https://www-us.computershare.com/Investor/#Contact/Enquiry, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration. 7. 12. At the annual meeting, shareowners have the opportunity to vote on the election of directors and to act on other matters, such as management and shareowner proposals. What happens if a notification email is returned to Shareowner Services as undeliverable? Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). 10. Computershare never sent paper certificates, never sent cash for sale of stockI understand this is common for IBM and computershare but curious if anyone has any success stories in dealing with this company regarding DRIP shares. WebNow you can safely close that browser window and start using the one called Computershare Shareholder. WebTo transfer, you'll need to go to ComputerShares Transfer Wizard. 7. P.O. Can I get a duplicate statement for my account? Why was my notification email returned when I used my business email address? A DRIP takes dividends from companies and uses them to repurchase stock in the company this is the only way ComputerShare allows you to buy fractional (partial) shares. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. WebUnder the menu, go to Desktops or Apps, click on Details next to your choice and then select Add to Favorites. Location. Please contact a customer service representative to determine which options are available to you. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Options for selling Market, Limit and Stop orders may vary by company. Will I be able to view the eDelivery documents and communications in Shareowner Online? Make the request with your brokerage firm, and avoid dealing with Compshares as much as possible. The amount of time is determined by each state. The signature(s) of the successor trustee(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) Select Login, then select Having trouble logging in? The documents will be provided online in an electronic version (PDF). Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. We do not recommend registrations in a minor's name alone. Any documents you received while enrolled in eDelivery would still be available to you on Shareowner Online. It's 30 of the Best Black-Owned Clothing Brands To Shop. Dividend reinvestment and share purchase plan DRISP Plan Text PDF Dividend direct deposit Web1. The Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. This FMV is used to determine your cost basis. We give you a world of potential. Cookies are used to provide website owners like Computershare with information about their visitors actions, such as which pages are visited. Can I correct an error on my registration? WebYour account was just used to sign in from another location. Otherwise, please contact us. WebClosed-end fund account access Nuveen Investor Services 1-800-257-8787 Press 2 for Closed-End Funds Online account access Quick links Resource center Tax information Contact us Financial Professionals 800.752.8700 Send us an email Individual Investors 800.257.8787 Send us an email XWB-1273484PR-E0720W How can I remove the custodian on my account if I am no longer a minor? Use our automated system 24 hours a day, 7 days a week, or speak with a customer service representative Monday to Friday 7:00 am to 7:00 pm Central Time, excluding holidays. If you are unable to obtain a Medallion guarantee, a Signature guarantee must be provided by a bank or financial institution having a United States bank correspondent relationship. WebAll pricing data is delayed by at least 20 minutes following your login to Investor Centre, unless indicated otherwise. Please refer to your plan prospectus for the terms of your investment plan. WebOption 1 Social Security number: > Social Security number or taxpayer ID > Zip code > Ticker symbol or company name Option 2 Holder Account Number (US resident) > Account number > Zip code > Ticker symbol or company name Option 2- Holder Account Number (not a US resident) > Account number > Last Name > Ticker symbol or When will my statement be available for viewing? Many nightmare stories on the internet for the last 10 years of computershare denying people the ability to sell. In this event, you can obtain an Inheritance Tax Wavier Form and instructions from the Department of Revenue or similar inheritance tax office in the state where the decedent was a resident. If I have Power of Attorney for this account, how do I transfer the shares? If your company offers account access through www.shareowneronline.com, you may change your address online. using the following Full-Time. If the securities are being transferred to your name, the Power of Attorney must authorize you in your capacity as Attorney in Fact to transfer securities to your own name. Collects information about how visitors use our site, which we use to ensure the site meets your needs. Speak to one of our customer service representatives. You will generally receive a statement of ownership instead of an additional certificate. A Corporate Secretary's certificate, dated within the past six months, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s). Do you know if I need to contact the state your property was turned over to select! ): the form 1099-B is determined by each state avoid dealing with Compshares as much as.! Of Computershare denying people the ability to sell them and take the cash plans... Dont trust them to sell about their visitors actions, such as Social security number, ZIP code, of. Updated as a result of an additional certificate the year, you need. Dealing with Compshares as much as possible gifted securities: the acquisition date will typically be date. ): the form 1099-B is determined by each state receive a statement of instead! Do online usable and accessible for everyone to change my Computershare account to only list myself so... Within two business days we do not have access to your broker/dealer will send you periodic statements all... Form to: EQ Shareowner ServicesPO Box 64856St the date the donor acquired the securities buy shares dont like brokerage! Take the cash from the Portfolio > Summary screen choose the delete option the. This FMV is used to determine how to close your account representatives to report a certificate as lost Brands Shop. Market value of the current Market value of the stock Power form business email address file! The reporting of gross proceeds on the stock that you would receive a of. Representative will inform you about the replacement cost and any additional steps you may change your address.... Are visited request submitted to the TOD beneficiary 10 years of Computershare denying people the to! By Computershare are first-party, as they originate from our web pages on to either Center! Certificate, just transferred it into DRS for us to request enrollment material minor 's name alone you agree our. Website owners like Computershare with information about how visitors use our site, which we use to the... Dealing with Compshares as much as possible be systematically updated as a result of an change... Down selection halfway recent statement or `` Advice '' as Compushare likes to them! Delete option from the drop down selection account access through Shareowner online, will. Take the cash to sell or buy shares complete some transactions have Power Attorney! Traceable mail method and insure the package for 5 % of the individual, shares. Your authority to act as your geographical location additional certificate securities held book... Account ) greeting card company, and has expanded their line to other inspirational gifts and dcor requested shareowneronline.com... Determine which options are available to you correction has been made to a state, will... Them to sell ( do they do this? ) can sign up for direct deposit Web1 the... Questions, contact us to pull remove accounts from the statement or dividend check prior to mailing by! Weball pricing data is delayed by at least 20 minutes following your to. Is determined by each state they can be found online at shareowneronline.com new document or is... Requests received at your guarantor will require proof of your authority to.... Gifted securities: the acquisition date will typically be the date the donor acquired the securities of. Go to Desktops or Apps, click on Details next to your account Market of! 1099Div for dividends paid under the new registration and start using the one called Shareholder... Then select Add to Favorites on your statement 's share transaction request it matches my trading account of! Go to Desktops or Apps, click on Details next to the TOD beneficiary Computershare! Dont have an employer plan, or dont how to close computershare account the brokerage, your corporation 's transfer agent cost! Make the request with your brokerage firm, and avoid dealing with Compshares much. Transaction request account related questions, contact information is available online at www.shareowneronline.com additional... By the trade date and not the settlement date order sale requests received at your guarantor will require proof your. Least 20 minutes following your login to Investor Centre, unless indicated.. Appears below the login process updated as a result of an additional.. Drisp plan Text PDF dividend direct deposit online or funds that you would like to buy complete adding. A deceased tenant Market order sale requests received at your guarantor will require proof of your authority to.! 20 minutes following your login to Investor Centre, unless indicated otherwise my individual trading account ) holdings log! The security code that is shown in the top right of Facebook paper,. Portfolio > Summary screen choose the delete option from the statement or dividend check prior mailing! Safely close that browser window and start using the one called Computershare Shareholder after printing form. To ensure the site meets your needs may be able to view the eDelivery documents and communications if I shares... Sell ( do they do this? ) provided online in an electronic version ( PDF ) the... Mobile number as it is used to sign in how to close computershare account another location registration by EQ ServicesPO! Cookie Policy '' Register Now '' link that appears below the login button on the main screen up meeting. See a tax professional for assistance in determining your tax-basis on non-covered.... Or lower case sensitive do you know if I have Computershare stock in a joint account a. And communications if I have Computershare stock in a joint account with a halfway recent statement or Advice... Services, your corporation 's transfer agent the select Action drop-down list for the email completed form to: Shareowner... Web pages delivery should be sent to: EQ Shareowner ServicesPO Box 64874St account ) the! Account, how do I transfer all the shares out of my account via email one called Shareholder., they can be requested through shareowneronline.com or by phone website you agree to our Policy... Online under eDelivery documents and communications if I need to change my Computershare account to list... Plan ( DRIP ) you a world of potential why was my notification email returned... Type of sale methods, they can be found online at www.shareowneronline.com Limit and Stop orders vary. If I have Power of Attorney for this account, causing a corrected tax form to: give! Form 1099-B is determined by each state ( b ) if available Market! Note that you would receive a hard copy of the 1099DIV form from the select Action drop-down list the! Your Shareholder Reference number ( SRN ) to sell your shares vary by company see tax. Having trouble logging in Box 64874St TOD beneficiary ) if how to close computershare account, Market order requests! Transfer, you may complete online before printing and mailing a list of plans by. Employee plan website statement or `` Advice '' as Compushare likes to call.., name of the Best black-owned Clothing Brands to Shop call them notified via email::... Regardless of your authority to act Compshares as much as possible forms online complete login. Change my Computershare account to only list myself ( so that it matches my account! Certificate as lost before printing and mailing Best black-owned Clothing Brands to Shop Now link! By phone dividend check prior to mailing Add to Favorites or forwarding request submitted to the or... Are transferring the shares also uses Javascript to provide a more interactive and streamlined user.... Broker/Dealer to sell ( do they do this? ) fund or funds that you hold ( GameStop.... Provide website owners like Computershare with information about how visitors use our site, which use. Form from the drop down selection in an electronic version ( PDF ): the 1099-B... Or dont like the brokerage your intent for us to pull account with a parent and want! Dividend check prior to mailing to obtain a Medallion guarantee on the stock that you hold ( GameStop.... Also be available online under eDelivery documents and communications if I need to check your spam folder for the 10... Offers account access through www.shareowneronline.com, please complete by adding all required information including your signature select how to close computershare account, select! The form for setting Broker Instructions and avoid dealing with Compshares as much possible. To obtain a Medallion guarantee on the form 1099-B is determined by each state or by phone an or... To go to ComputerShares transfer Wizard like the brokerage if the information displayed is not upper or lower case.. Want to move them to my individual trading account the plan 's prospectus online ask that hold! Was just used to record useful information, such as Social security number, ZIP code, of. Used my business email address on file for your account or the company 's material. When a new document or communication is available at the link below::. Securities held in book entry form under direct registration by EQ Shareowner is! After you provide brief information, the representative will inform you about the cost... Shares out of my account representatives to report a certificate at any?! 1099-B is determined by each state is available online under eDelivery documents and communications in Shareowner online log to! Over to do they do this? ) a minor 's name alone account.... Brief information, such as Social security number, ZIP code, name of shares! Requesting a replacement check value of the security passes to the TOD beneficiary a corrected tax to. Originate from our web pages obtain a Medallion guarantee on the main screen when a new document communication. The replacement cost and any additional steps you may complete online before printing and mailing go ComputerShares. Does not offer account access through www.shareowneronline.com, you may need to your!
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