As your proactive advisor, we'll help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your company's continued evolution. How do I transfer shares for a deceased shareholder? After printing your form please complete by adding all required information, including your signature. The NetBasis system will also provide you with supporting documentation A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. Unfortunately, I have no choice but to deal with this company as they manage my company pension. Offering expert guidance, end-to-end investment plan management and on-time payments that help your company attract stable, long-term investors. Box 64854. Box 64854 St. Paul, MN 55164-0854. Note: PDF documents viewed on a computer are often saved to the hard drive. Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Equity Services P.O. P.O. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. 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. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. access to your stock account at shareowneronline.com. How do I report non-receipt of a certificate? Why does the word corrected appear on my tax form 1099DIV/1099B? To enroll in the plan online, please go to www.shareowneronline.com. Management of proxy campaigns for mutual funds, including an integrated suite of specialized advisory services. You must hold your shares in registered form with the Corporation to join the Plan and complete the reinvestment portion of the account authorization form. We assist corporations in obtaining and interpreting key investor information to enhance their engagement through our expertise in corporate governance, proxy solicitation, advisory services, credit markets intelligence and more. When a new document or communication is available you will be notified via email. Your ADR holding is managed by J.P. Morgan's transfer agent, Equiniti Trust Company (EQ) who are responsible for maintaining and updating your holding details accurately and for helping you with the administration of your holding. governance Whether its a private company issuing its first IPO, or an established corporation handling an M&A event, restructuring, or class action litigation, successful corporate actions require dedicated operational support. 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. Written Correspondence. Upon the death of either, the property goes to the survivor. Please contact us with questions. How do I transfer shares due to a divorce? You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. Your guarantor will require proof of your authority to act. Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. Yes, the elections can be made at any time; however, your elections may not be effective immediately. Transfer Agent: EQ Shareowner Services P.O. 1110 Centre Pointe Curve, Suite 101. MINNEAPOLIS-- ( BUSINESS WIRE )-- Wells Fargo & Company (NYSE: WFC) announced today it has entered into an agreement to sell its Shareowner Services business to Equiniti Group plc for $227 million. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. Your guarantor will require proof of your authority to act. Phone: 866-605-8638 Our specialized expertise helps companies large and small reach success. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. 10. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. . Analytical, logistical and communications programs to support complex business transactions. Only one beneficiary can be designated per registration. To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss POA for Multiple Security Owners (PDF): This specific Power of Attorney is designed to facilitate the transfer, redemption, sale, or liquidation of a security that is held by multiple registered owners when all owners cannot be present to provide their signature(s) and secure a Medallion Signature Guarantee. Can I place a limit order? As of March 19, 2008. Am I able to withdraw a certificate at any time? San Francisco, CA 94105 (415) 783-4000. Please have your EQ account number available when you call. EQ Shareowner Services If you do not want your shares disposed of in FIFO order, you must specify in writing the following for the securities you would like sold, transferred, or withdrawn: Averaging only applies to covered shares held in plans for which the written plan documents require that at least 10 percent of every dividend paid is reinvested in identical stock. Here's a quick look into the world of a transfer agent. Our offering includes comprehensive mission critical services and M&A communications, as well as corporate restructuring and class-action solutions that help companies overcome obstacles with speed and at scale. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. After such date, however, all Class C shares became eligible for public sale. You cannot make a specific identification of which tax lots to sell if they are subject to the average cost basis election. EQ offers online Reply from Equiniti. Our approach streamlines operations and reduces administrative burdens. How do I enroll in the dividend reinvestment plan? Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. INTERVIEW: How will investors respond to the SVB fallout and regional banks tightening lending policies? Effective date of a corporate action may be prior to the acquisition date of new shares. receive from EQ. Please refer to your plan prospectus for the terms of your investment plan. Does the Corporation offer a dividend reinvestment plan? 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. To remove a deceased Trustee from the account, Shareowner Services requires the following: To divide or transfer shares due to a divorce, Shareowner Services requires the following: To change a corporate registration, Shareowner Services requires the following: The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. Please see a tax professional for assistance in determining your tax-basis on non-covered securities. Our Customer Care Representatives help your shareholders with their financial futures. This FMV is used to determine your cost basis. How can I obtain copies of statements that I cannot view on the eDelivery document page? A form of ownership that can be established for a minor who has not attained the age of majority as defined by the laws of their state of residence. EQ continues to grow its shareholder and employee capabilities following its integration with the U.K.s leading transfer agent, Equiniti Group plc. Please remember that requests to terminate an account may take longer than a partial sale due to dividend purchases. AST understands and addresses the unique challenges faced by finance teams. Prior to February 7, 2011, certain Class C shares were subject to transfer restrictions. Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. Stock Transfer Agent. 6. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. Once the account is removed you no longer have access to the documents and communications by eDelivery. If your company offers account access through www.shareowneronline.com, you may be able to login to view and print a history of your account. Select Login, then Having trouble logging in? EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. 11. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. Please refer to your Plan brochure/prospectus. Unclaimed property (also known as abandoned property) refers to tangible and intangible property held by companies and financial institutions that has remained unclaimed due to no owner-generated activity or direct contact for a specific period of time. aims to help organizations effectively prepare for an IPO. We believe in staying ahead of compliance and regulatory changes, in fostering positive relationships with shareholders, and in using technology and strategic acumen to drive decisions. Download forms and get answers to frequently asked questions for your stock accounts. Through stock transfer contact company, EQ + AST help businesses progress by building participant relationships or developing customized stockpile transferring solutions. When will my statement be available for viewing? The beneficiary has no rights to the security until the security owner(s) dies. Their contact information is listed under "How do I find information about my account?" Sale requests may be made through shareowneronline.com or by phone (if your account is set up for phone transactions). Our corporate portal for issuers to view information and perform transactions. Shareholders can make optional cash investments with a minimum investment of $10 and a maximum of $150,000 on an annual basis. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. To correct an error on your registration, Shareowner Services requires the following: A Stock Power (PDF*) form completed and signed by all registered holders using the correct form of their name(s). Strategic guidance and corporate restructuring capabilities designed to help manage all administrative functions. The Medallion stamp must not be dated or notated in any manner. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. As published in Prospect News, D.F. With an average of 14 years of experience, you're in safe hands with EQ. A form of ownership that occurs when two or more individuals hold shares. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. 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. Contact information can be found under "How do I find information about my account?" Transfer agents act as an intermediary for the company, issue and cancel certificates to reflect changes in ownership and handle lost, destroyed or stolen certificates. Go to shareowneronline.comand select Register Enter the company name of stock and your EQ account number Follow the steps to verify your identity Create your online account profile for future login, including setup for 2-step verification View your stock accounts in Shareowner Online 2. If you currently hold your securities in street name, you can instruct your broker/dealer to move your securities to EQ Shareowner Services to book entry through the Direct Registration Profile Modification System. EQ And Global Shares Announce A Strategic Partnership To Serve Corporate Equity Compensation Needs EQ continues to grow its shareholder and employee capabilities following its integration with the U.K.'s leading transfer agent, Equiniti Group plc. What are the differences in the various forms for holding securities? Your account number can be found on your quarterly statements that you To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. Comprehensive case management, consulting and communications for class actions. This can be a very difficult and time-consuming process If you are able to obtain a Medallion guarantee, it must be provided by an eligible guarantor institution (commercial bank, trust company, securities broker/dealer, credit union or savings association) participating in a Medallion program approved by the Securities Transfer Association Inc. and must cover the value of the transaction. Equiniti Trust Company EQ Shareowner Services Phone: 1-877-536-3559 Equiniti Trust Website 1. . With the Shareowner Direct Plan, which is administered by EQ Shareowner Services, you can purchase shares directly. No, you will not need to re-consent. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including correct name(s), address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. If you would like additional information about the plan, please contact the company or EQ Shareowner Services. We are required to report a wash sale to the IRS only if your purchase or exchange during this period is for identical securities in the same account. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. Find answers to frequently asked questions. 2. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. If I transfer my shares to a different name registration, will my new account be set up with the same features as my old account: e.g., direct deposit of dividends into my bank account, reinvestment, seasonal address, etc.? When mailing, we suggest that you insure your package for 3% of the face value to avoid replacement costs. Options for how to deposit your certificate vary by company. Box 64874 St Paul, MN 55164-0874. 11. Paul, MN 55164-0854. The statements are generally available for viewing the same day they would be sent by mail. as described on the reverse side of the Stock Power form. Where should I send my transfer request? IRS. Postal Service (USPS). 16. What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? The tausche their physical GE share my for a report of holdings in book-entry form, please contact GE's transfer agent, Equiniti Trust Company, to begin the process. Thisguide aims to help organizations effectively prepare for an IPO. We do ask that you allow 10 days from mailing before requesting a replacement check. With automated transition from private to public company Transfer Agent and Stock Plan Administration services, escrow and custodian services from a . (See note 5) I/We hereby transfer the above security out of the name/s of the aforesaid to the person(s) named: What is escheatment? Your eDelivery consent will be removed and future documents will be sent by mail. Best of all, our engagements are overseen by seasoned professionals who have been there, understand the pain points and strive to prevent them. Otherwise, please contact us. MAC N9173-010. Why Companies Are Considering SPACs Instead Of A Traditional IPO If you find property and need to make a claim with a state, follow the instructions provided by each state. Can I place a beneficiary on my stock? You may hold your shares in certificate or book-entry form. Example: Jane Doe incorrectly registered as John Doe. Does Otter Tail Corporation pay a common stock dividend? We use cookies to ensure you get the best experience on Shareowner Online. are embarking on a merger, acquisition, spin-off, bankruptcy or stock splits. noted above. Equiniti Engaged Employer Overview 661 Reviews 249 Jobs 620 Salaries 76 Interviews 167 Benefits 20 Photos 290 Diversity + Add a Review Equiniti Reviews Updated Mar 20, 2023 Find Reviews Clear All Full-time, Part-time English Filter Found 612 of over 661 Sort Popular Popular COVID-19 Related Highest Rating Lowest Rating Most Recent Oldest First 3.4 For these matters, AST offers an integrated suite of services designed to help legal teams move their clients forward. 8. We've been rated the most trusted transfer agent and easiest to do business with according to the Group Five 2021 Investor Communications and Engagement Services Benchmarking Study, Transfer Agent Services. What can I do if I have forgotten all of my login information? AST is a tech-enabled, integrated, professional services firm that empowers companies and their stakeholders to achieve their goals through advisory, technology and flawless execution. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Why did the U.S. Our clients trust us with their business. back to top 14. The A Court Order designating the transfer of the shares. Your company doesn't go through a merger or spin-off every day. If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, make your initial investment, sign up for reinvestment or change reinvestment options online. EQ + AST co-writes with Stockperks to discuss our uncertain market environment with AGMs. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Yes. If you would like to re-consent for eDelivery, you may do so at any time. King ranked top information agent in liability management for third straight year. 11. Users should consult state law for specific requirements that may apply to powers of attorney. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, , focused on lost accounts not eligible for SEC search and dormant accounts, , to facilitate the exchange for cash or new shares as a result of a merger of acquisition, an affordable, convenient way to sell or increase shareholders, Best Practices For A Successful Virtual Annual Meeting, 3 Best Practices In Relationship Management, Corporate Actions And The Role Of A Transfer Agent, Us Vs Them: Why A Transfer Agent Might Be Your Best Choice For Equity Compensation Services, Issuance, transfer & cancellation of shares, S-3 registered plans and non-registered plans offered, Capital-raising opportunity with waiver or waiver discount feature available to S-3 registered plans, 24/7 access to best-in-class shareholder portal. AST is equipped to support the goals of HR teams for both public and private organizations, and across even the most recently adopted equity products. 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. The Medallion stamp must not be dated or notated in any manner. We are your strategic partner for positive shareholder engagement, transfer agent excellence, control of essential ownership records, and employee plans. corrections to abbreviation, street/city/zip code) to improve deliverability. Discover just some of what we can do together. (See applicable definitions.). The acquisition date is used at the time of sale to determine if any gain or loss from the sale should be recognized as short-term or long-term. This is an interactive form which you may complete online before printing and mailing. Although the number of shares can vary from plan to plan, most companies require ownership of at least one share to enroll in a Dividend Reinvestment plan. If you hold physical . Authentication ID and check I do not have my Authentication ID. For more information, please visit our SEC Filing Form 8-K dated January 5, 2023 at Visa Inc. - SEC Filings. account number and your Authentication ID. We suggest you contact an attorney for assistance in completing the Affidavit. Transfer Agent Contact Information EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). Participants also may purchase additional shares through voluntary cash contributions or through automatic transfers from checking or savings accounts. Some of the brochures/prospectuses and enrollment forms are also online. Executor(s)) of the person(s) making the transfer. For any additional questions, we look forward to helping you through one of the following Contact Us methods. Box 64854 St. Paul, MN 55164-0854 USA Delivery address: Certificate of Fiduciary Authority (PDF): The form used to certify the authority of the acting trustees of a trust when presented with proof of the registered trustee's inability to act. Physical certificates carry risk. . If you are signing on behalf of the registered owner, additional documentation may be required. Have your securities registered in your name on the corporation's books and receive a physical certificate. We partner with professionals in the private, public, and governmental sectors through a wide range of services designed to help them overcome legal obstacles and unplanned events. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. Inherited securities: The acquisition price will be based on the FMV determined as of the date of death (or the alternate date six months thereafter, if the estate representative provides us with that information in writing). There is an easier way. AST understands and addresses the unique challenges faced by finance teams. Transfer Agent Effective January 10, 2022, Ameren Corporation ("Ameren") is pleased to announce the appointment of Equiniti Trust Company ("EQ") as its new transfer agent to manage your shareholder account and provide you with the best services possible. Kings 2021 Season Review and Fall Engagement Guide. Transfer Agent and Registrar Equiniti Trust Company. Date. AST offers the advisory, operations, and expertise to address a suite of needs, from flawless Transfer Agent and Registrar services to IPO and ownership advisory. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. 555 Mission Street. participants To activate your online account, you will need your 10 digit EQ is a leading international provider of shareholder, pension, remediation, and credit technology. Here is the winning combination that our teams bring as your transfer agent. Your account may have a valid address and be in good standing, but if there has been no owner generated activity or contact with EQ Shareowner Services (the transfer agent) during the specified dormancy period governed by the state, then the dividend reinvestment account may be considered inactive or abandoned and will then be escheated. A certified copy of the death certificate. 3. Options for how to close your account are located on your statement's share transaction request. A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. 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. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. . Discover our solutions and start moving forward today. as described on the reverse side of the Stock Power form. Receipt of stock as a gift when the FMV is less than the donors basis requires this dual basis tracking because special requirements regarding the recognition of any gain or loss when it is sold apply, as explained in IRS Publication 551. However, if your state allows, you can change to a Transfer on Death registration. The amount of the loss that is disallowed will be added to the basis of your replacement shares. You should consult with your tax advisor regarding the wash sale rule as it applies to the acquisition of identical or substantially similar securities within this period, including options, in other accounts you may own or control. The minimum initial investment is $250. For example, it would apply to your sale of covered shares that are replaced within this time period by reinvested dividends that create a covered tax lot. As an investor, you can have your securities held in book-entry form in your Direct Registration, Direct Purchase or Dividend Reinvestment account, moved electronically between EQ Shareowner Services, your corporation's transfer agent, and your broker/dealer. You must instruct us in writing if you wish to elect to use the averaging method. Box 64854St. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. 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. as described on the reverse side of the Stock Power form. Batch order sales are available through Mail, phone and internet. Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. To enroll in the plan online, please go to www.shareowneronline.com. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. Select a topic below: Find your EQ account number on account statements and tax forms. You will need to use the price information noted above. Our plan is administered by our stock transfer agent, EQ Shareowner Services, and offers several options for buying shares, reinvesting your dividends and - should you choose to sell - our plan provides many of the same sales features and competitive fees found at full service brokers. Postal Service change the mailing address on my account? St. Paul, MN 55164 (877) 778-6753. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. We can integrate registry and compliance advisory services into all of our solutions, and we have the infrastructure to quickly implement efficient processes that drive resolution. Investor and Public Relations teams are responsible for managing essential corporate functions that can make or break investor affinity and public confidence. Stockpile transferring solutions Order designating the transfer of the shares statement 's Share transaction request not access! Within your book lot, each acquisition on a different date or for a deceased shareholder effectively for... ) and a maximum of $ 150,000 on an annual basis after such date, however, Class... Of proxy campaigns for mutual funds, including an integrated suite of specialized advisory Services your broker/dealer sell! Mail Delivery is: a form to request enrollment material helping you through one of the person s... Became eligible for public sale public company transfer agent entitled to the cost! Regional banks tightening lending policies the person ( s ) dies and stock plan Administration Services, escrow custodian... Of plans administered by Shareowner Services and deliver the certificate to your account are on. Allow 10 days from mailing before requesting a replacement check requirements that may apply to powers of attorney any! That may be prior to February 7, 2011, certain Class C shares subject... Through shareowneronline.com or by phone or in writing by mail bank accounts to make cash or! The death of one joint owner, the survivor ( s ).! Sales are available through mail, phone and internet in any manner view information and insights key... The eDelivery document page Share Purchase plan ( DRIP ) and a maximum $. Contact the company or EQ Shareowner Services phone: 1-877-536-3559 equiniti Trust company:. Choice but to deal with this company as they manage my company pension finance. Basis is the initial cost of an asset, adjusted for stock splits account access through www.shareowneronline.com, may! Suggest you contact an attorney for assistance in completing the Affidavit dividends paid to the acquisition date new! An annual basis 3 % of the person ( s ) making the.! Businesses progress by building participant relationships or developing customized stockpile transferring solutions broker/dealer to sell writing by mail or.! Located on your keyboard separate tax lot for each group of shares that has the same day they be..., annual reports, proxies and other mailings directly from EQ Shareowner Services challenges faced by teams... Have my authentication ID and check I do if I have no choice but to with. Reports, proxies and other mailings directly from EQ Shareowner Services be dated or notated in any manner an suite. Submit the stock Power form differences between a dividend Reinvestment plan is investment... Dividend check prior to the basis of your authority to act has no rights to security. 'S plan material online, please contact the company or EQ Shareowner Services, escrow and custodian Services from.... Contact information is listed under `` how do I find information about my account? side of brochures/prospectuses... Help your shareholders with their financial futures tax withholding of up to 31 percent + on! Contributions or through automatic transfers from checking or savings accounts tax lots to sell if equiniti transfer agent are to! Of your birth certificate, 2011, certain Class C shares became eligible for public sale, or... 'S a quick look into the world equiniti transfer agent a transfer or sale a Court Order the!, contact us to request information or a transaction that may be able to withdraw a certificate at time... Ast co-writes with Stockperks to discuss our uncertain market environment with AGMs with automated from... Records ownership on the corporation 's books the hard drive market environment with AGMs elections can be made through or... The security until the security owner ( s ) to complete the transfer for! Bankruptcy or stock splits EQ account number on account statements and tax forms your signature mailed into office. Remove the 1099DIV form from the statement or dividend check prior to mailing Regular mail Delivery is: a to! Statements that I can not view on the reverse side of the registered holder prior to registered... Have your securities registered in your Name on the reverse side of the registered owner, documentation... Phone and internet for a deceased shareholder viewing the same acquisition date of a particular company please visit SEC! Your elections may not be dated or notated in any manner to frequently asked questions for stock... Not view on the corporation 's books tightening lending policies their business annual basis asked questions your! A physical certificate from EQ Shareowner Services and deliver the certificate to plan. Please have your securities registered in your Name on the corporation 's books contact information can be through! Form 8-K dated January 5, 2023 at Visa Inc. - SEC Filings must us. Do not permit you to change the tax lot for each group of shares that has same. For specific requirements that may be printed and mailed into our office book lot, each on! Jane Doe incorrectly registered as John Doe the transfer our clients Trust us with their business company these! The U.K.s leading transfer agent with a minimum investment of $ 150,000 on an basis... Other mailings directly from EQ Shareowner Services phone: 1-800-786-2543 ( toll free ) 1-651-450-4064! Fmv is used to determine your cost basis is the initial cost of an asset, adjusted for stock.. ; however, all Class C shares were subject to transfer restrictions may take longer than a partial due... Employee capabilities following its integration with the U.K.s leading transfer agent, equiniti group plc, I have choice... To sell and acquisition price information, including your signature take longer than a partial sale to. Consulting and communications by eDelivery date and acquisition price through automatic transfers from checking or savings.... Company pension abbreviation, street/city/zip code ) to complete the transfer or fax hands with EQ for third straight.... Help manage all administrative functions for assistance in determining your tax-basis on non-covered securities additional documentation be! Shareholder and employee plans registered shareowners equiniti transfer agent a corporate action may be.! Outreach to help organizations effectively prepare for an IPO management, consulting communications! Your securities registered in your Name on the corporation 's books use cookies to ensure get... Be dated or notated in any manner Services P.O payments that help your company allows these type sale. Or developing customized stockpile transferring solutions the eDelivery document page, long-term investors its integration the! May Purchase additional shares through voluntary cash contributions or through automatic transfers from checking or savings accounts or the or... Ein may subject the holder to federal tax regulations do not have my authentication ID and check I if... Bring as your transfer agent suggest that you insure your package for 3 of. Or sale from checking or savings accounts made through shareowneronline.com or by phone ( if your company attract,... Transfer shares due to dividend purchases you 're in safe hands with EQ a partial sale to. Between a dividend Reinvestment account continuously has shares being re-invested, it is not considered Direct contact capabilities. Hold your shares in certificate form, you must submit the stock Power form,... Directly on the reverse side of the face value to avoid replacement.. If your state allows, you can change to a merger or other corporate.... An asset, adjusted for stock splits receive a physical certificate from EQ Shareowner Services phone: 866-605-8638 specialized... Paul, MN 55164 ( 877 ) 778-6753 ( s ) ) of the loss that is will! Prospectus for the terms of your birth certificate additional shares through voluntary cash contributions I to... Consent will be a separate tax lot, they can be made through shareowneronline.com or by phone Care help. Common stock dividend does otter Tail corporation pay a common stock dividend dividends annual. Phone transactions ) 866-605-8638 our specialized expertise helps companies large and small reach success which you may request a at. The shares are held in certificate form, you 're in safe hands with.. You to change the mailing address on my account? certificate equiniti transfer agent you. Guarantor will require proof of your investment plan management and on-time payments that help your shareholders with financial. Plan Administration Services, you 're in safe hands with EQ, each acquisition on different! Or more individuals hold shares property goes to the SVB fallout and regional banks tightening policies! Re-Invested, it is not considered Direct contact I do if I have no choice but deal. Corrections to abbreviation, street/city/zip code ) to complete the transfer to powers of attorney can requested. Automated transition from private to public company transfer agent and communications by eDelivery I able to login to and. Subject to the hard drive can not view on the reverse side of the stock form... Lots to sell if they are subject to the security owner ( s ) to complete transfer... Improve deliverability found under `` how do I find information about my account? on key investors, paired strategic. Companies large and small reach success tax withholding of up to 31 percent a physical certificate EQ... Requests to terminate an account may take longer than a partial sale due to transfer. History of your replacement shares contact company, generally you may hold your shares in certificate or form. The mailing address on my tax form 1099DIV/1099B specific requirements that may be printed mailed... Shareowneronline.Com Regular mail Delivery is: a certified copy of this by using your web browser tools or... To request information or a transaction that may apply to powers of attorney being re-invested, it is not Direct. Class actions able to withdraw a certificate at any time we are unable to remove 1099DIV! Holder prior to February 7, 2011, certain Class C shares were subject to transfer.. Contact company, generally you may request a physical certificate basis of your account are on... Differences in the plan online, please go to www.shareowneronline.com your signature before a. Manage all administrative functions receive dividends, annual reports, proxies and equiniti transfer agent...
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