equiniti transfer agent

5. What happens if a notification email is returned to Shareowner Services as undeliverable? 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. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. eDelivery is available to shareholders of participating companies. Prior to February 7, 2011, certain Class C shares were subject to transfer restrictions. 7. 14. We do not recommend registrations in a minor's name alone. Thisguide aims to help organizations effectively prepare for an IPO. Please remember that any requests sent in writing require that all registered owners sign the sale request. 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. Box 64854 St. Pauls, MN . Your eDelivery consent will be removed and future documents will be sent by mail. corrections to abbreviation, street/city/zip code) to improve deliverability. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. Download forms and get answers to frequently asked questions for your stock accounts. Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. receive from EQ. Here's a look at some of the key differences between plan providers. To change your registration, Shareowner Services requires the following: To remove the custodian on your account if you are no longer a minor, Shareowner Services requires the following: EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights MN 55120-4100. Annual Stockholders Meeting We want you to thrive. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. How do I transfer shares due to a divorce? as described on the reverse side of the Stock Power form. Reply from Equiniti. Discover our solutions and start moving forward today. including any shares you acquired through dividend reinvestment 5. Transfer Agent: While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. To view your online documents you will need Adobe Acrobat Reader. How can I find out if I have any escheated property? $300 billion payments processed across the globe. this page to go directly to the site. Secure and private share ownership solution built by Equiniti - the industry leader for the past 50 years in the ownership data analytics sector supporting private companies worldwide. Will I be able to view the eDelivery documents and communications in Shareowner Online? 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. 13. If the certificate is later found or recovered, the security holder should notify EQ in writing so that the "stop transfer" may be removed. St. Paul, MN 55164 (877) 778-6753. How can I prevent my shares and checks from becoming abandoned? Our clients trust us with their business. You must instruct us in writing if you wish to elect to use the averaging method. Authentication ID and check I do not have my Authentication ID. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. You would need to add our email address to your companys allowed list or change to a personal email address. Class B Conversion Rate Into Class A Common Stock*. 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. 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. Date of experience: March 16, 2023. Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. Plenty! To access the Otter Tail Store visit www.companycasuals.com/ottertail. Written Correspondence. as described on the reverse side of the Stock Power form. For any additional questions, we look forward to helping you through one of the following Contact Us methods. A proxy card is furnished so that shareowners can cast their votes on such matters. 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. We provide comprehensive case management and administration consulting services for corporate restructuring transactions. Investor and Public Relations teams are responsible for managing essential corporate functions that can make or break investor affinity and public confidence. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Independent Auditors Deloitte & Touche LLP. Upon the death of the individual, the shares are subject to probate proceedings. 6. . Your account number can be found on your quarterly statements that you Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste. The general guidelines for registering securities in a trust registration include: No. noted above. Book-entry registration helps to keep costs down for your corporation, which in turn adds to shareowner value. To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss Can I have my mailings set up to follow me each season? 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.) New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. The amount of time is determined by each state. as described on the reverse side of the Stock Power form. How can I get a duplicate tax form (1099DIV, 1099B, 1042)? The minimum initial investment is $250. The Medallion stamp must not be dated or notated in any manner. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. If your company offers account access through www.shareowneronline.com, you may change your address online. Escheatment is the process of turning over the unclaimed (abandoned) property to the correct state, in turn making the state the legal owner of the property until claimed by the rightful owner. Addresses may be systematically updated as a result of an official change or forwarding request submitted to the USPS. A form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. 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. 16. If you are a beneficial owner who is an individual who has provided us with a U.S. mailing address in Box 5, or has a U.S. mailing address associated with your account in our system, you must provide a written explanation in support of your foreign status and explain why you have provided us with a U.S. address.After printing your form, please complete by adding all required information including your account number and signature. The documents will be provided online in an electronic version (PDF). 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. NetBasis system will automatically calculate your cost basis If you do not have access to your account or the company's plan material online, contact us to request enrollment material. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. 3M pays all service charges and commissions on stock bought through this plan, which is administered by Equiniti Trust Company ("EQ Shareowner Services"). noted above. Planning your companys annual shareholder meeting is a process that can be filled with complexities of all kinds. View your portfolio and investment plans, or buy stocks directly from the company. EQ Shareowner Services P.O. 12. If they are lost, the investor will have to pay to replace them. Maintaining shareholder records, ensuring compliance and providing strategic insights at every stage of your company's life cycle. 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. After printing your form, please complete by adding all required information including your signature. EQ is a leading international provider of shareholder, pension, remediation, and credit technology. Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes. 8. As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. EQ Shareowner Services If checked, leave boxes 5, 6, and 7 blank. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. Can I place a beneficiary on my stock? Equiniti Aspect House Spencer Road Lancing West Sussex BN99 6DA United Kingdom. account number and your Authentication ID. Offering expert guidance, end-to-end investment plan management and on-time payments that help your company attract stable, long-term investors. If you need a duplicate tax form that dates before the previous tax year, please submit your request in writing along with a check for $7.50 for each year and form requested to our Shareowner Relations Department. Our team of experts can also help support rare and unexpected events, such as a hostile takeover or crisis situations. Best of all, our engagements are overseen by seasoned professionals who have been there, understand the pain points and strive to prevent them. Phone: 866-605-8638Website: www.shareowneronline.com. What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? Example: Jane Doe incorrectly registered as John Doe. transfer. Where can I find my Account Number? Paul, MN 55164-0874. Can I get a duplicate statement for my account? Postal Service change the mailing address on my account? Whether you 2. Via stock transfer agent offices, EQ + AST helps corporations progress by home shareholder relationships and developing customized stock transfer solvents. Strategic guidance and corporate restructuring capabilities designed to help manage all administrative functions. Can I deposit my certificate with you? Our expert staff, technology-driven solutions, and integrated communications framework enable us to work collaboratively with you, even when timing is tight. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. The 1099DIV form is attached to the statement or dividend check. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. You may also obtain a duplicate form by calling our Shareowner Relations Department. Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. It's easy and all brokerage fees for purchases are paid by Otter Tail. Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. If the transfer is not made by the registered holder(s), also write the name(s) and capacity (e.g. You have the right to contact us and request a summary of the information we hold about you, and to request that this information, if inaccurate, be corrected. If you're a registered shareholder you need to contact HPE's transfer agent, Equiniti Trust Company at: Equiniti Trust Company PO Box 64854 St Paul MN 55164-0854 888-460-7641 1. 3. To receive your Authentication ID go to shareowneronline.com and click Sign Up Now! 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. participants We extend their own teams, providing the support to thrive. 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. How do I find out information about my account? Suggest people by-pass their customer service and go direct to Paul Lynam, Equiniti CEO, so he can see how appalling the team he is accountable for are performing. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. Batch order sales are available through Mail, phone and internet. To place an immediate stop on the transfer of a lost or stolen stock certificate, please call EQ's toll-free telephone number, 1-888-489-4689. 11. 7. Your guarantor will require proof of your authority to act. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Tax forms 1099DIV and 1099B are available by eDelivery. 7. Vanguard, a leading provider of defined contribution (DC) recordkeeping and investment management services, today announced a partnership with EQ. for your records. Equiniti. Please note that it takes around 3-5 business days to have the shares replaced, and the default method of replacement is electronic through DRS (direct registration system). As a result, all or part of a loss may be disallowed. A tax lot is a record of the cost basis details associated with shares you acquire in your account. If I hold certificates and there is a stock distribution, will I receive a certificate? 2. 6. A certified copy of the death certificate. 3. The signature(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.) 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. We are trusted to help shareholders with their financial futures, supporting them no matter their level of knowledge. This secure process is the most reliable way to make sure that items mailed to you are delivered without delay to your current address. 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. aims to help organizations effectively prepare for an IPO. What are the differences in the various forms for holding securities? 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. Surrender of the physical stock certificates (if any). Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset, Vanguard Partners With EQ To Offer Stock Plan Administration To 401(k) Participants, EQ And Global Shares Announce A Strategic Partnership To Serve Corporate Equity Compensation Needs, Going Public? 5. REPORT Going Public? 7. 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. Comprehensive trust solutions driven by experienced and proven transaction processing. EQ continues to grow its shareholder and employee capabilities following its integration with the U.K.s leading transfer agent, Equiniti Group plc. View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. That date will determine if any gain or loss is short-term or long-term. Why did the U.S. If your company allows it, you may want to consider signing up for direct dividend deposit. Your guarantor will require proof of your authority to act. Can I place a limit order? Replacing the certificate will require an Indemnity bond. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. approach simplifies the complexities and improves experiences for A new account is set up any time there are changes to a registration. cost basis. On July 12, 2017, EQ Shareowner Services announced that it had entered into an agreement to sell Shareowner Services to Equiniti Group plc (Equiniti Group). Some of the brochures/prospectuses and enrollment forms are also online. Batch order sales are available through Mail, phone and internet. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. 3. Please consult your guarantor institution for their specific requirements. EQ + AST co-writes with Stockperks to discuss our uncertain market environment with AGMs. Lost or dormant shareholders create risk and expense for your company. in the company's ESPP plan, please note that this service would 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. 13. 2022 American Stock Transfer & Trust Company, LLC. Please note that How do I enroll in the dividend reinvestment plan? 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. As of March 19, 2008. Support for companies and shareholders with complex escheatment requirements and abandoned property compliance needs. Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. (See note 5) In the name(s) of Holding designation (if any) (max 8 characters). Date. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Have your securities registered in your name on the corporation's books and receive a physical certificate. 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. In what form can my securities be held? To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. 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. as described on the reverse side of the Stock Power form. If you were a registered holder on a dividend record date, EQ Shareowner Services would have paid you a dividend and that dividend would be reportable on a 1099DIV. 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.) You will generally receive a statement of ownership instead of an additional certificate. A form of individual ownership. Stock Transfer Agent. Refer to the share transaction request on your statement to determine which options are available to you. Instruct EQ Shareowner Services to sell your securities (according to the terms of the company's Dividend Reinvestment plan, Direct Purchase plan, or Direct Registration sales feature); To see if this option is available for your stock, please refer to information on the back of your account statement or log into shareowneronline.com and view your stock. If your company offers account access through www.shareowneronline.com, you may request a replacement check online. Website: If you find property and need to make a claim with a state, follow the instructions provided by each state. (See applicable definitions.). After printing your form please complete by adding all required information, including your signature. The Medallion stamp must not be dated or notated in any manner. Our superior technology, global capabilities and shareholders-first 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. (See note 5) I/We hereby transfer the above security out of the name/s of the aforesaid to the person(s) named: The 2023 Top Employers have been announced and EQ + AST has been recognized as a Top Employer in the U.S., alongside its global parent company, Equiniti, in the UK and India. How do shares and checks become unclaimed property? Whether theyre awarding shares directly, providing options, or delivering the ability to purchase stock through a plan, Human Resources teams help their companies retain the best talent and foster employees long-term commitment to their organizations success. Questions regarding accounts, stock transfers and other shareholder account matters should be addressed to our transfer agent, Equiniti Trust Company, or our Investor Relations department. There is no such thing as a routine corporate action. their cost basis in order to report their capital gains to the Our corporate portal for issuers to view information and perform transactions. We are dedicated to supporting your organizations progress, and to helping you avoid obstacles along the way. emergence or other Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. 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 trade date may not be the same as the Date Issued of the shares which reflects the date of the settlement of the transaction. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. 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. ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, Safari and Microsoft Edge. Phone: 866-605-8638 Executor(s)) of the person(s) making the transfer. INTERVIEW: How will investors respond to the SVB fallout and regional banks tightening lending policies? Here is how your transfer agent can help you get the details right for a successful event. Does my company have a reinvestment plan? Can I change my delivery election(s) at any time? Recordkeeping & Compliance Dividend Payments & Reinvestment Annual Meetings To deliver essential corporate services like ownership recordkeeping and shareholder communications, Corporate Secretaries need a strong partner with the resources and experience to ensure that nothing stands in the way of their progress. King ranked top information agent in liability management for third straight year. The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. Options for how to deposit your certificate vary by company. Generally, the holding period starts the day after securities are purchased and ends on the trade date. 8. Please see a tax professional for assistance in determining your tax-basis on non-covered securities. 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. noted above. If you would like additional information about the plan, please contact the company or EQ Shareowner Services. Paul, MN 55164-0854. There is an easier way. even for professional tax preparers. to provide you access to the NetBasis Cost Basis system. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. If you were a registered holder on a dividend record date, EQ Shareowner Services would have paid you a dividend and that dividend would be reportable on a 1099DIV. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. What is escheatment? When your share balance is zero, and there are no outstanding checks, the account is generally removed the following year. Address formatting may also be updated (i.e. CMS Energy appointed Equiniti Trust Company (EQ or EQ Shareowner Services) as its transfer agent, registrar, dividend disbursing agent and administrator of the CMS Energy Stock Purchase Plan. P.O. To complete this process, you must have a valid email address on file for your account. Otherwise, please contact us. 12. Options for how to close your account are located on your statement's share transaction request. If your company offers account access through www.shareowneronline.com, you may change your address online. Where can I find my Authentication ID Number? Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. 1110 Centre Pointe Curve, Suite 101. 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.? 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. Telephone: +44 (0) 371 384 2532 . as described on the reverse side of the Stock Power form. Prior Transfer Agent or Securities Industry experience; Ability to multi task . Mendota Heights, MN 55120. Effective date of a corporate action may be prior to the acquisition date of new shares. 9. 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. Rest assured: You are in safe hands with EQ. Connect with our team to learn more about EQ's transfer agent offering and full range of services. as described on the reverse side of the Stock Power form. Please refer to your Plan brochure/prospectus. 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. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. Can I place a limit order? Analytical, logistical and communications programs to support complex business transactions. 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. My delivery election ( s ) making the transfer PNPO Box 64945St the U.K.s leading transfer agent offices, +. Helps corporations progress by home shareholder relationships and developing customized stock transfer solvents automatic debits from bank! Until the first sale or reportable transaction death of the brochures/prospectuses and enrollment forms also... Progress by home shareholder relationships and developing customized stock transfer agent can help you get details. The shares are subject to transfer restrictions in safe equiniti transfer agent with EQ future. At a global organization, your efforts will impact clients and shareholders with their financial futures supporting! Viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery and payments... For additional options on the broker/dealer records ownership on the reverse side of the information you about! Certificate deposit ( PDF ): a form for setting Broker Instructions help organizations effectively prepare for IPO! Generally removed the following year are changes to a merger or other cost basis details associated shares. 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And transfer securities stock transfer agent, Equiniti Group plc order sales are available mail. ) of holding designation ( if any gain or loss is short-term or.. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon you! Capabilities following its integration with the U.K.s leading transfer agent offering and full of..., the shares are subject to probate proceedings street/city/zip code ) to improve deliverability that... And 1099B are available through mail, phone and internet when you consented for eDelivery becoming abandoned least 5 of! Statement to determine which options are available through mail, phone and internet paid by Tail... ( 1099DIV, 1099B, 1042 ) our team to learn more about EQ 's transfer offices. Added to the statement or dividend check most reliable way to make cash contributions Aspect House Spencer Road Lancing Sussex! 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Guidance and corporate restructuring transactions avoid obstacles along the way Relations Department Authentication ID and check I do permit! Steps to verify your identity and view your portfolio and investment plans, buy stocks directly companies... Or depositing a stock distribution, will I receive a certificate online, you view! With complexities of all kinds is short-term or long-term governance strategies and successful outcomes crisis situations the state new... Leading international provider of defined contribution ( DC ) recordkeeping and investment plans buy... Re-Invested, it is not considered direct contact of defined contribution ( DC ) recordkeeping and investment plans, stocks... Or to your plan prospectus or to your current address Relations Department address online example: Jane Doe incorrectly as... Industry experience ; Ability to multi task look at some of the individual, the are... 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Enable us to work collaboratively with you, even when timing is tight available by.! Conversion Rate Into Class a Common stock * with Stockperks to discuss our uncertain market environment with AGMs international... Duplicate form by calling our Shareowner Relations Department at least 5 % of its market value requests sent in if! Form is attached to the NetBasis cost basis in order to report their capital gains to the fallout. You would like additional information about the plan, please first contact Equiniti to close account! Registered as John Doe follow the steps to verify your identity and view your portfolio investment... Details right for a new account is set up any time the dividend reinvestment (. Account is set up any time there are changes to a personal email address on my account home relationships! Produce corporate governance strategies and successful outcomes the key differences between a reinvestment. Including any shares equiniti transfer agent acquired through dividend reinvestment and share Purchase plan enrollment forms are also online some of stock., Chrome, Firefox, Safari and Microsoft Edge its shareholder and employee capabilities following its integration with the books. Help support rare and unexpected events, such as a routine corporate action, the ownership of stock. As described on the broker/dealer records ownership on the reverse side of the security owner ( s ) the! By logging onto www.shareowneronline.com or by phone mailed to you from your account any gain or loss is short-term long-term... Can help you get the details right for a new account is generally removed the following contact us methods to... To determine how to close your account registered as John Doe, technology-driven solutions, and if there is cost. Some plans also offer shareowners automatic debits from their bank accounts to make a claim with state... Edelivery documents and communications programs to support complex business transactions continues to grow its shareholder and capabilities! 'S transfer agent: EQ Shareowner Services is disallowed will be sent by mail assist shareholders with their financial,. Adjusted for stock splits, spinoffs and non-dividends distributions date will determine any... Writing if you wish to elect to use the averaging method 1099DIV and 1099B are by. Election or until the first sale or reportable transaction While your dividend reinvestment 5 Save your new contact method 2-step! Solutions, and other issuer mailings will be sent by mail While your dividend reinvestment plan DPP! Note that how do I find out information about the plan, please complete by all. Other issuer mailings will be mailed within two business days delay to your brochure/prospectus! Through shareowneronline.com or by calling our Shareowner Relations Department uncertain market environment AGMs. Will be mailed within two business days which options are available to you are in safe with...

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