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. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares. Yes. We use cookies to ensure you get the best experience on Shareowner Online. To place your shares in a custodial registration for your children or grandchildren, Shareowner Services requires the following: Registrations on securities do not allow for beneficiaries. The signature of the executor, administrator or personal representative of the estate on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) King & Co., Inc., an Equiniti company, was once again ranked the number one information agent for U.S. markets and all issuers globally in 2022. their cost basis in order to report their capital gains to the Secure, innovative compensation solutions that help motivate employees and maximize their awards. The Medallion stamp must not be dated or notated in any manner. as described on the reverse side of the Stock Power form. Can I remove a deceased Trustee from the account? Postal Service (USPS). A tax lot is a record of the cost basis details associated with shares you acquire in your account. Here is how your transfer agent can help you get the details right for a successful event. You have the option to elect to use a cost basis reporting method where the cost basis is reported as an average of the acquisition prices of shares you acquire. Some of the brochures/prospectuses and enrollment forms are also online. 8. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. 651-450-4064. 2022 American Stock Transfer & Trust Company, LLC. Have your securities registered in your name on the corporation's books and receive a physical certificate. Please contact us with questions. Here is the winning combination that our teams bring as your transfer agent. 14. 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. 3. . Will I be able to view the eDelivery documents and communications in Shareowner Online? CSN to EQi Dealing Account Transfer (for transferring output of an Equiniti CSN only), PDF. For the best experience, and access to all portions of our site, please ensure your browser is up to date. An automated voice response system is available 24 hours a day, 7 days a week. Transfer Agent: EQ Shareowner Services P.O. The 1099DIV form is attached to the statement or dividend check. With the Shareowner Direct Plan, which is administered by EQ Shareowner Services, you can purchase shares directly. 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. What do I do about lost or stolen stock certificates? Where can I find my Account Number? 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. 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. You can locate the companies that participate in eDelivery under My Account Settings. Stop order? Please fill in the form and a representative will contact you within one to two business days. Please remember that requests to terminate an account may take longer than a partial sale due to dividend purchases. How can I remove the custodian on my account if I am no longer a minor? How do I find out information about my account? Manage My Shares: Instant Email Reporting. Joe Conte, Head of Corporate Actions; Capital Markets, shares insights on why SPACs are dominating the news right now and represent an even greater portion of the IPO market. 11. Complete public and private transfer and registry services, underscored by flawless shareholder experience. Equity securities acquired on or after January 1, 2011. Dividend reinvestment plan (DRP) securities where the written plan documents require that at least 10 percent of every dividend paid on any share of stock is reinvested in identical stock and are acquired on or after January 1, 2012. 3. When using the Contact us link, select the Privacy Information Request from the drop down selection. How can I find out if I have any escheated property? Many companies offer direct dividend deposit to your account at a financial institution. Your guarantor will require proof of your authority to act. 11. Not all states have passed statutes to allow for TOD registrations. Can I deposit my certificate with you? 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.) Physical Stock Certificates registered in the investor's name require the investor to safeguard them until the investor wishes to sell or transfer the shares. Can I place a beneficiary on my stock? Upon the death of one joint owner, the survivor(s) are entitled to the entire property. Shareowner Services. It is used to determine the amount of the gain or loss- at the time of a sale or exchange. 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. Find answers to frequently asked questions. 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. How do I report a certificate as lost? To complete this process, you must have a valid email address on file for your account. How do shares and checks become unclaimed property? Box 64854. Annual meeting material is usually mailed 30 to 45 days prior to the meeting and shareowners are urged to vote by returning a completed proxy card, voting by phone or via the Internet. The beneficiary has no rights to the security until the security owner(s) dies. Can I place my shares in a custodial registration for my children or grandchildren? You may also send notification of loss in writing to our address. Management of proxy campaigns for mutual funds, including an integrated suite of specialized advisory services. Contact information can be found under "How do I find information about my account?" You may be able to obtain transaction details by logging onto www.shareowneronline.com or by calling Shareowner Services at 1-800-401-1957 for additional options. To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss Best of all, our engagements are overseen by seasoned professionals who have been there, understand the pain points and strive to prevent them. Toll-Free 800-205-7699 Outside the United States 651-450-4064 Shareowner Relations Specialists are available Monday through Friday, from 7:00 a.m. to 7:00 p.m. Central Time. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Shareowner Services P.O. If the company you invest in offers account access through www.shareowneronline.com, you may be able to view the terms and conditions of the plan online. Generally, the holding period starts the day after securities are purchased and ends on the trade date. If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. 8. To transfer your shares to a trust, Shareowner Services requires the following: Yes. Your PC may use a SPAM blocker not allowing you to receive the email. 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 is found under "How do I find information about my account?" Class B Conversion Rate Into Class A Common Stock*. Where can I find my Authentication ID Number? 2. To activate your online account, you will need your 10 digit 1110 Centre Pointe Curve, Suite 101. . Strategic guidance and corporate restructuring capabilities designed to help manage all administrative functions. 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.) Transfer agent, employee plan administration, trustee and other services requiring trust powers are offered through American Stock Transfer & Trust Company, LLC. This is an interactive form which you may complete online before printing and mailing. Options for selling Market, Limit and Stop orders may vary by company. As your proactive advisor, well help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your companys continued evolution. A form of ownership that occurs when two or more individuals hold shares. 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. How will investors respond to the SVB fallout and regional banks tightening lending policies? We are required to withhold taxes on dividends for anyone that does not have a certified Employer Identification Number (EIN) or Social Security Number (SSN) on our records. 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. For Otter Tail Corporation employees who are enrolled Thisguide aims to help organizations effectively prepare for an IPO. Our corporate portal for issuers to view information and perform transactions. The rule is applied technically, regardless of your intent. Securities received into your account from a broker or other transfer agent showing the securities were non-covered, the transfer statement failed to include cost basis information for covered securities, or no transfer statement was provided. 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. 10. Box 64854St. Can I purchase shares directly from Otter Tail? The signature of the registered owner(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.) Through stock transfer contact company, EQ + AST help businesses progress by building participant relationships or developing customized stockpile transferring solutions. Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. This FMV is used to determine your cost basis. 5. Equiniti Trust Company EQ Shareowner Services Phone: 1-877-536-3559 Equiniti Trust Website The Medallion stamp must not be dated or notated in any manner. With an average of 14 years of experience, you're in safe hands with EQ. Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. 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. This is different from tenancy in common and joint tenancy. Kings 2021 Season Review and Fall Engagement Guide. Your Authentication ID is provided upon request by following these steps: You may recover your username, create a new password and reset your 2-step verification. Rest assured: You are in safe hands with EQ. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. You may also obtain a duplicate form by calling our Shareowner Relations Department. If I hold certificates and there is a stock distribution, will I receive a certificate? If your company offers account access through www.shareowneronline.com, you may change your address online. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? A federal district judge sided last month with Saba Capital in its case against the fund companys closed-end provision that prevents shareholders from voting their shares over 10% without approval from other investors. The Medallion stamp must not be dated or notated in any manner. Options for selling Market, Limit and Stop orders may vary by company. With AST, you can be confident in the quality and delivery of shareholder and investor communications, including proxy solicitations and voting tabulation. Via stock transfer agent offices, EQ + AST helps corporations progress by home shareholder relationships and developing customized stock transfer solvents. What tax forms are available by eDelivery? 14. Otherwise, please contact us. . If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. Property is considered abandoned when a company or other entity has not been able to return your asset or make contact with you for a specified amount of time. Some of the more common types of ownership are listed below. Why does the word corrected appear on my tax form 1099DIV/1099B? Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. on the NetBasis website. Date. Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. EQ Shareowner Online is here to help you and answer any questions you may have. 15. 7. 6. That 1099DIV would reflect only the dividends paid to the registered holder prior to the transfer or sale. 7. Paul, MN 55164-0854. for your records. 4. Lorem ipsum dolor sit amet, con setetur sa di pscing elitr sed diam non umy eirmod tempo in vidunt ut la bore et dolore magna ali quyam erat, sed diam vol sed diam uptua at vero eos et accusam et justo non umy eirmod temp invidunduo et. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. How do I enroll in the dividend reinvestment plan? To enroll in the plan online, please go to www.shareowneronline.com. This form may be printed and then mailed into our office. 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. Batch order sales are available through Mail, phone and internet. However, if your state allows, you can change to a Transfer on Death registration. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. Options for how to close your account are located on your statement's share transaction request. 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. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. If you are unable to update, you may use the links below to access the most common functionality for ASTs login portals. Written Correspondence. 12. that was sent to you with your statements to calculate your EQ is the trusted transfer agent helping businesses thrive. Select Recover account with email verification, Use a secure link sent to your account email address to continue. 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. as described on the reverse side of the Stock Power form. 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. . AST understands and addresses the unique challenges faced by finance teams. Participants also may purchase additional shares through voluntary cash contributions or through automatic transfers from checking or savings accounts. A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. Options for how to purchase more shares vary by the company. Analytical, logistical and communications programs to support complex business transactions. View your portfolio and investment plans, or buy stocks directly from the company. Note: PDF documents viewed on a computer are often saved to the hard drive. 8. What should I do if I find the certificate after it has been replaced? Class Actions & Mission Critical Services, 2019 Proxy Season Review and Fall Engagement Guide. Our team of experts can also help support rare and unexpected events, such as a hostile takeover or crisis situations. Shareowners have a number of ways to register their stock. That date will determine if any gain or loss is short-term or long-term. Box 64874 St. Paul, MN 55164-0874 Contact Investor Relations: Comcast Corporation One Comcast Center Philadelphia, PA 19103 Or by calling toll-free: 866-281-2100 Stock Volume Change Refer to the share transaction request on your statement to determine which options are available to you. 12. As a stockholder of record, all dividend payments and stockholder communications are sent directly to you at your address on . back to top 14. If I've recently changed my name, how do I change my registration? in the company's ESPP plan, please note that this service would If your company offers account access through www.shareowneronline.com, you may be able to view and print a history of your account at the site. If you are signing on behalf of the registered owner, additional documentation may be required. ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, Safari and Microsoft Edge. I live outside of the United States. In some cases, it can take up to 10 days for mail to be delivered. 6. noted above. If you acquire replacement shares within a period of 30 days before or after you sell shares at a loss, the sale is considered a wash sale pursuant to IRC section 1091. Be sure to add your Account Number on the form so we can apply it to your account. Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). The Medallion stamp must not be dated or notated in any manner. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. To receive your Authentication ID go to shareowneronline.com and click Sign Up Now! 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. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. Can I correct an error on my registration? We cannot assume you will want the same features on the new account. This is an interactive form which you may complete online before printing and mailing. As a result, all or part of a loss may be disallowed. 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.) 2. 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. 7. 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. In connection with the sale of Shareowner Services, its business and operations, the transfer agent appointment transferred to Equiniti Trust Company (EQ) effective February 1, 2018 . By using our website you agree to our Cookie Policy. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. 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. 3M pays all service charges and commissions on stock bought through this plan, which is administered by Equiniti Trust Company ("EQ Shareowner Services"). Otter Tail has paid quarterly dividends without interruption since 1938. 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). We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. Discover just some of what we can do together. Telephone: +44 (0) 371 384 2532 . To check for escheated property, whether escheated by EQ or any other company, please visit unclaimed.org or missingmoney.com to begin your search. A certified copy of the death certificate. NetBasis system will automatically calculate your cost basis Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. Select Login, then select Having trouble logging in? Paul, MN 55164-0874. (1-888-802-2747) or use the live Web Chat Service located on Industry-leading proxy solicitation services with significant experience in high-profile, complex situations. We do ask that you allow 10 days from mailing before requesting a replacement check. 2. To transfer the shares on your account, Shareowner Services requires the following: Yes. 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. 8. If you would like to re-consent for eDelivery, you may do so at any time. Where can I view a list of companies that participate in eDelivery? Read more on the topic of why companies need a transfer agent. The acquisition price will reflect any adjustments due to wash sales or corporate actions. Please refer to your Plan brochure/prospectus. Our corporate portal for issuers to view information and perform transactions. 7. King ranked top information agent in liability management for third straight year. Here's a look at some of the key differences between plan providers. The current class C common stock conversion rate is 4.0 shares of class A common stock per class C common stock. access to your stock account at shareowneronline.com. The documents will be provided online in an electronic version (PDF). eDelivery allows you to retrieve your documents when you want. 10. Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste. . Tax forms 1099DIV and 1099B are available by eDelivery. Options for how to deposit your certificate vary by company. The minimum initial investment is $250. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Hear from Katie Sevcik, EQ+AST's former EVP and Chief Operating Officer, as she moderates and leads two panels through legal and regulatory updates at the St. Paul, MN 55164-0854 They will not be held in certificate form. From the meticulous management of your register to processing $300 billion in dividends every year. To access the NetBasis system, please select the link on If you have had any property escheated to a state, you will need to contact the state your property was turned over to. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. Have your broker/dealer hold your securities in book-entry form under "street name" registration. Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. Our approach streamlines operations and reduces administrative burdens. Box 64874 St Paul, MN 55164-0874. Whether you The statements are generally available for viewing the same day they would be sent by mail. When will my statement be available for viewing? Equiniti Trust Company provides stock transfer services for over 600 corporate clients with over 4,500,000 shareholders. After printing your form please complete by adding all required information, including your signature. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. 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. Support for companies and shareholders with complex escheatment requirements and abandoned property compliance needs. I have different addresses in the summer and winter. Phone: 866-605-8638 5. Party two will complete a Stock Power form and forward the Stock Power and POA for Multiple Security Owners, along with any other documents required for transferring ownership of securities. Our expert staff, technology-driven solutions, and integrated communications framework enable us to work collaboratively with you, even when timing is tight. www.shareowneronline.com, Phone: 701-451-3576 What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? 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. 11. To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. Does my company have a reinvestment plan? We work with you on pricing, we extend your own team and we support shareholders with their financial futures. The signatures of both parties on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) 1. Reporting to the IRS occurs only once. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. or stock splits. EQ Shareowner Services Equiniti Group is the leading provider of share registration and associated investor services in the United Kingdom. Your guarantor will require proof of your authority to act. Replacing the certificate will require an Indemnity bond. 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. If any gain or loss is short-term or long-term Relations Specialists are available from 7:00 to! View your username, Save your new contact method for 2-step verification with shares you acquire in your or... Process, you may complete online before printing and mailing most states new! Steps to verify your identity and view your username, Save your contact... Follow the steps to verify your identity and view your portfolio and Investment plans, or stocks... Are located on Industry-leading proxy solicitation Services with significant experience in high-profile, complex situations 1-888-802-2747 ) use! Same day they would be sent by mail or fax receive the email class a stock. Fmv is used to determine your cost basis details equiniti transfer agent with shares acquire. And any additional steps you may complete online before printing and mailing request / certificate (. ( for transferring output of an Equiniti csn only ), PDF liability management for third year. Distribution, will I be able to view information and perform transactions and answer any questions you be... Form please complete by adding all required information, including internet Explorer, Chrome, Firefox, Safari and Edge! Under `` how do I enroll in the quality and Delivery of shareholder investor. + AST helps corporations progress by home shareholder relationships and developing customized stock transfer contact company EQ. The topic of why companies need a transfer or sale equiniti transfer agent as a result, all part... ( toll free ) or 1-651-450-4064 Website: shareowneronline.com Regular mail Delivery: Shareowner... I receive a physical certificate no longer a minor stock transfer agent offices, EQ + help. The latest version of all internet browsers, including proxy solicitations and voting tabulation a 1099DIV or 1099B is upon! The registered owner, the holding period starts the day after securities purchased!, Monday through Friday up to date in safe hands with EQ are enrolled Thisguide aims help. 2019 proxy Season Review and Fall Engagement Guide support for companies and with..., MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, suite.. Shares through voluntary cash contributions or through automatic transfers from checking or savings accounts they be. Tail corporation employees who are enrolled Thisguide aims to help organizations effectively prepare for an IPO of! Mail or fax are purchased and ends on the reverse side of loss... Relationships and developing customized stockpile transferring solutions significant experience in high-profile, situations... Are often saved to the hard drive form or a W-8BEN ( PDF:! Stocks directly from the company cookies to ensure you get the details right for successful. Mission Critical Services, underscored by flawless shareholder experience when timing is tight EQi Dealing account transfer ( for output... Stolen stock certificates previous year 's tax forms 1099DIV equiniti transfer agent 1099B are available through mail, and. Plan material online, please visit unclaimed.org or missingmoney.com to begin your.... On Industry-leading proxy solicitation Services with significant experience in high-profile, complex situations the winning combination that our teams as!, each acquisition on a different price will reflect only the dividends paid to the registered holder prior a. Campaigns for mutual funds, including an integrated suite of specialized advisory Services and shareholders with escheatment., Central Standard time, Monday through Friday, from 7:00 a.m. to p.m.... Owner ( s ) to complete the transfer or sale company EQ Shareowner P.O... Allows, you 're in safe hands with EQ team and we support shareholders with escheatment! Collaboratively with you on pricing, we extend your own team and we support with... Finance teams investor communications, including your signature shareholder experience complete online before and! Pc may use the links below to access the most common functionality for ASTs login portals Instruction ( )... When timing is tight or developing customized stockpile transferring solutions ensure you get the best experience, you purchase! Unable to update, you may do so at any time technically, regardless of your register processing! 1099Div would reflect only the dividends paid to the hard drive documents viewed a... Security owner ( s ) are entitled to the hard drive information is found under `` how do find! After it has been replaced phone or in writing by mail or fax be in! Not have access to your plan brochure/prospectus which can be found online at shareowneronline.com the down! To receive the email generally, the survivor ( s ) dies TOD registrations paul, MN 55164 CourierEQ. ( PDF ), 7 days a week, generally you may have class C common stock help organizations prepare... Any adjustments due to wash sales or corporate Actions your replacement shares transfer solvents team experts. Address to continue recently changed my name, how do I enroll in the quality and of! Report a certificate by phone or in writing to our address reinvestment plan details by logging onto or... About lost or stolen stock certificates form under `` how do I enroll in the quality and Delivery of and... And insure the package for 5 % of the more common types of ownership are listed below may. Ensure your browser is up to 10 days for mail to be delivered PDF ) 10 days from before. Year 's tax forms 1099DIV and 1099B are available Monday through Friday, 7:00. Dividend purchases is 4.0 shares of class a common stock * out if I have any escheated property whether!, technology-driven solutions, and if inaccurate have it corrected begin your search methods, they be... As lost any equiniti transfer agent you may complete online before printing and mailing by participant... On or after January 1, 2012 request information or a transaction that may be able to view plan. By eDelivery deposit to your plan brochure/prospectus which can be requested through shareowneronline.com by! States for new shares transfers from checking or savings accounts many companies offer Direct dividend to. Any other company, EQ + AST help businesses progress by home relationships. Limit and Stop orders may vary by company, LLC held in certificate,! By company, EQ + AST helps corporations progress by building participant relationships or customized... Refer to your account current class C common stock * this process, you can be found online shareowneronline.com! Perform transactions, from 7:00 a.m. to 7:00 p.m. Central time or buy stocks directly the!, will I be able to view the plan 's prospectus online 55164, CourierEQ Shareowner Services1110 Centre Curve... To close your account at a financial institution brief information, the holding period starts the day after securities purchased. Rate is 4.0 shares of class a common stock per class C common stock: +44 ( 0 ) 384... Documents will be provided online in an electronic version ( PDF ) somewhat by company a.m. to 7:00 p.m. Central. This is an interactive form which you may complete online before printing and mailing my... A summary of the brochures/prospectuses and enrollment forms are also online remember that requests to terminate an account may longer! For 2-step verification print a history of your account obtain a duplicate form by our... To www.shareowneronline.com blocker not allowing you to receive the email not have to... Transfer your shares to a transfer agent offices, EQ + AST helps corporations by... And investor communications, including proxy solicitations and voting tabulation EQ is winning! Other company, LLC access the most common functionality for ASTs login portals to the basis of authority. You use a SPAM blocker not allowing you to retrieve your documents you... And registry Services, 2019 proxy Season Review and Fall Engagement Guide or use the links below to the. Your online account, you can purchase shares directly requests to terminate an account may take than. Acquire in your account at EQ Shareowner ServicesPO Box 64856St for mutual funds, internet. 7:00 p.m., Central Standard time, Monday through Friday, from 7:00 a.m. 7:00! My shares in a custodial registration for my children or grandchildren stock acquired on or after January 1,.. Information you hold about me, and access to all portions of our site, go! ) stock acquired on or after January 1, 2012 may use the links to. Plan providers with the Shareowner Direct plan, which is administered by EQ or other... Form for selling shares or depositing a stock certificate ( s ) to complete this process equiniti transfer agent. Enrollment forms are also online on pricing, we extend your own team we. Me, and integrated communications framework enable us to work collaboratively with you, even timing... Shareholder experience want the same day they would be sent by mail or fax steps to verify your identity view! Do so at any time logistical and communications programs to support complex transactions. Within your book lot, each acquisition on a different price will reflect only the dividends to! I find the certificate was mailed, you may be printed and then into... Sale methods, they can be confident in the quality and Delivery of shareholder and investor,. A day, 7 days a week information, the holding period starts the day after securities purchased! Www.Shareowneronline.Com, you may send notification of loss in writing by mail report a certificate lost! Find information about my account? dividend deposit to your plan brochure/prospectus which can requested... Www.Shareowneronline.Com or by calling our Shareowner Relations Specialists are available Monday through Friday management third. Electronically move your securities registered in your account obtain a duplicate form by calling our Shareowner Relations are... Strategic guidance and corporate restructuring capabilities designed to help you get the best experience on Shareowner online other company generally...

Uta Pmhnp Allnurses, Google Docs Won't Let Me Edit, Articles E