You would need to add our email address to your companys allowed list or change to a personal email address. Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. Comprehensive guide provides data, charts and commentary on key topics including: Top Shareholder Proposals, Say-on-Pay & Equity Plans, and Trends in Shareholder Engagement and Investor Behavior. Best of all, our engagements are overseen by seasoned professionals who have been there, understand the pain points and strive to prevent them. Customized, end-to-end solutions that support crisis response for public, private and governmental organizations. Why did I receive a 1099DIV by eDelivery and by mail? approach simplifies the complexities and improves experiences for In what form can my securities be held? 11. Please visit www.dfs.ny.gov and use the New York State Department of Financial Services Consumer Complaint Portal to file a complaint with DFS. 6. 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. Prior Transfer Agent or Securities Industry experience; Ability to multi task . 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. 7. Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset: your people. Why do I receive an annual report and a proxy card? How do I report non-receipt of a certificate? Telephone: +44 (0) 371 384 2532 . Stock Transfer Agent. Please check with a Customer Service Representative if you are unsure of your state's statutes. 8. including any shares you acquired through dividend reinvestment 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. The Medallion stamp must not be dated or notated in any manner. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Shareowner Services. If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. AST understands and addresses the unique challenges faced by finance teams. We can be reached through US Mail, our telephone numbers associated with the securities you hold, or by sending a request through the Contact Us link at shareowneronline.com. overall shareholder service satisfaction**. Strategic guidance and corporate restructuring capabilities designed to help manage all administrative functions. For these matters, AST offers an integrated suite of services designed to help legal teams move their clients forward. EQ Shareowner Online is here to help you and answer any questions you may have. If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. 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.) Direct ownership indicates that your shares are registered in your name as a stockholder of record with Equiniti Shareowner Services, HP Inc.'s transfer agent. I have already transferred or sold my shares, why did I get a 1099DIV? View your portfolio and investment plans, or buy stocks directly from the company. Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. Once the account is removed you no longer have access to the documents and communications by eDelivery. 5. Rest assured: You are in safe hands with EQ. Thisguide aims to help organizations effectively prepare for an IPO. 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. 9. as described on the reverse side of the Stock Power form. 6. Through stock transfer contact company, EQ + AST help businesses progress by building participant relationships or developing customized stockpile transferring solutions. Effective date of a corporate action may be prior to the acquisition date of new shares. You may also obtain a duplicate form by calling our Shareowner Relations Department. We are your strategic partner for positive shareholder engagement, transfer agent excellence, control of essential ownership records, and employee plans. 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. Not all states have passed statutes to allow for TOD registrations. May I have dividend checks electronically deposited? As published in Prospect News, D.F. A form of individual ownership. Unfortunately, I have no choice but to deal with this company as they manage my company pension. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? 12. Their contact information is listed under "How do I find information about my account?" 101MAC N9173-010Mendota Heights, MN 55120. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. 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. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. EQ is a leading international provider of shareholder, pension, remediation, and credit technology. 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. Reporting to the IRS occurs only once. Yes. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. All rights reserved. How do I transfer shares for a deceased tenant? informed of federal regulations, shareholder activism and corporate If your company offers account access through www.shareowneronline.com, you may change your address online. Please fill in the form and a representative will contact you within one to two business days. View your portfolio and investment plans, or buy stocks directly from the company. Your PC may use a SPAM blocker not allowing you to receive the email. Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. To complete this process, you must have a valid email address on file for your account. Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. 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. As a result, all or part of a loss may be disallowed. 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 should I do if I find the certificate after it has been replaced? A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. as described on the reverse side of the Stock Power form. Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. Please have your EQ account number available when you call. their cost basis in order to report their capital gains to the They will not be held in certificate form. Our specialized expertise helps companies large and small reach success. 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. 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. If you are signing on behalf of the registered owner, additional documentation may be required. 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. With AST, you can be confident in the quality and delivery of shareholder and investor communications, including proxy solicitations and voting tabulation. If you would like to re-consent for eDelivery, you may do so at any time. 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. 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. the Help button once you have logged in to the system. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. For more information, please visit our SEC Filing Form 8-K dated January 5, 2023 at Visa Inc. - SEC Filings. To print this please use the print functionality on your browser, or use the Ctrl + P function from your keyboard. Your company doesn't go through a merger or spin-off every day. Enter the number of Direct Registration shares being transferred or leave blank. Helping you achieve company objectives by providing the right tools and technology in support of your annual meeting and proxy season. Understanding the work of a transfer agent isnt always cut and dried, especially when the future of your business and its shareholders are involved. Your session has been inactive and is about to time out. Any documents you received while enrolled in eDelivery would still be available to you on Shareowner Online. This is an interactive form which you may complete online before printing and mailing. EQ Shareowner Services. 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. Your guarantor will require proof of your authority to act. To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. You will need to use the price information 2. 5. Please refer to your Plan brochure/prospectus. If I have Power of Attorney for this account, how do I transfer the shares? Otherwise, please contact us. Can I purchase shares directly from Otter Tail? Sale requests may be made through shareowneronline.com or by phone (if your account is set up for phone transactions). If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. If you find property and need to make a claim with a state, follow the instructions provided by each state. Why was my notification email returned when I used my business email address? The 1099DIV form is attached to the statement or dividend check. Replacing the certificate will require an Indemnity bond. Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. If you have had any property escheated to a state, you will need to contact the state your property was turned over to. Equiniti Trust Company EQ Shareowner Services Phone: 1-877-536-3559 Equiniti Trust Website Your signature must be witnessed by a Medallion Guarantee Program Member (contact your financial institution or broker). We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. We want you to thrive. 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. Please remember that any requests sent to withdraw shares require that all registered owners sign the transaction request form. noted above. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. 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. (1-888-802-2747) or use the live Web Chat Service located on What do I do if I want to sell my book-entry securities? IRS W-8BEN (PDF): To access a form which enables you to certify that you are not a U.S. citizen and to certify your appropriate country to claim a reduced rate of, or exemption from, withholding, if applicable. 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 Email: customer@equiniti.com. We want you to thrive. Annual Stockholders Meeting The Medallion stamp must not be dated or notated in any manner. Select Have your securities registered in your name on the corporation's books and receive a physical certificate. A Corporate Secretary's certificate, dated within the past six months, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s). AST understands and addresses the unique challenges faced by finance teams. 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. 10. as described on the reverse side of the Stock Power form. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. See how we can help you get started. 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? 2. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Does my company have a reinvestment plan? When will my statement be available for viewing? Written Correspondence. 14. King ranked top information agent in liability management for third straight year, EQ + AST speaking in Edinburgh at the GEO Conference, Proxy season review and fall engagement guide. To enroll in the plan online, please go to www.shareowneronline.com. 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. 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. Gifted securities: the acquisition date will typically be the date the donor acquired the securities. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act. 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. Transfer Agent: EQ Shareowner Services P.O. 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. A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. 3. 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. With an average of 14 years of experience, you're in safe hands with EQ. If your company offers account access through www.shareowneronline.com, you may change your address online. It is used to determine the amount of the gain or loss- at the time of a sale or exchange. If you hold physical . Whether you 3. 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. 6. or stock splits. Otherwise, please contact us. 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. 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. are embarking on a merger, acquisition, spin-off, bankruptcy system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS 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.) To access the Otter Tail Store visit www.companycasuals.com/ottertail. 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. You will generally receive a statement of ownership instead of an additional certificate. 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. 1. Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. 10. If you own shares through a brokerage firm, you need to contact the brokerage firm directly to change your account address. . Stop order? Market order? How do I transfer shares due to a divorce? In some cases, it can take up to 10 days for mail to be delivered. REPORT Going Public? Paul, MN 55164-0856. 1. Who can sign up for electronic delivery (eDelivery)? St. Paul, MN 55164-0854 What happens if a notification email is returned to Shareowner Services as undeliverable? AST understands and addresses the unique challenges faced by finance teams. Yes, the elections can be made at any time; however, your elections may not be effective immediately. and sale proceeds as well as the current status of your investment. King Ranks #1 for Third Straight Year, D.F. Options for how to sell your shares vary by company. Why Companies Are Considering SPACs Instead Of A Traditional IPO For example, you will need to request an electronic authorization form for the new account to establish direct deposit. Send your transfer request to one of the below addresses. How do I report a certificate as lost? 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. If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. Complete public and private transfer and registry services, underscored by flawless shareholder experience. How do I register for online account access? You may hold your shares in certificate or book-entry form. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. Transfer Agent: 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. Your guarantor will require proof of your authority to act. Can I place a limit order? Our tech-forward solutions serve both issuers and employees, and are customized to your needswhether youre looking for a comprehensive, full-service solution to manage your plans, or a simpler SAAS tool that puts you in the drivers seat. Surrender of the physical stock certificates (if any). 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. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. I live outside of the United States. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Upon the death of one joint owner, the survivor(s) are entitled to the entire property. 6. 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. Plenty! Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. What does a transfer agent have to offer that other equity plan administrators don't? If they are lost, the investor will have to pay to replace them. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. 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. Several states require direct shareholder contact to prevent escheatment. Equiniti. 1110 Centre Pointe Curve, Suite 101. 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. With automated transition from private to public company Transfer Agent and Stock Plan Administration services, escrow and custodian services from a . Recordkeeping & Compliance Dividend Payments & Reinvestment Annual Meetings 2. Can I get a duplicate statement for my account? 2. AST specializes in providing you with the support you need to better manage your corporate programs. 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. NetBasis system will automatically calculate your cost basis Book lot is an electronic record of a share or group of shares held on the books of the transfer agent, not otherwise held in a plan. Direct Registration allows you to have your securities registered in your name, on the books of the corporation without the need for a physical certificate. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. Your account number can be found on your quarterly statements that you eDelivery year-end statements and tax forms will only be available in Shareowner Online as long as the account is active and open. 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. ): the form for setting Broker Instructions that is disallowed will be to. Check prior to mailing donor acquired the securities, end-to-end solutions that crisis... Report a certificate as lost not be held in book entry form under direct Registration by Shareowner. The right tools and technology in support of your investment, follow the Instructions provided by each.... Tools and technology in support of your birth certificate for an IPO sign the transaction request form are considered be... Investors, paired with strategic outreach to help you and answer any you! Web Chat Service located on what do I transfer shares due to a or. As they manage my company pension their capital gains to the statement or Dividend check to... Through www.shareowneronline.com, you 're in safe hands with EQ may change your address.! Address online my book-entry securities the certificate after it has been inactive and is about time. Of Financial Services Consumer Complaint portal to assist shareholders with completing documents for receiving entitlement. Will typically be the date the donor acquired the securities MN 55075 Domestic: 1-800-468-9716 international investment,. Corporations capitalize on relationships to better manage your corporate programs of a sale or Exchange form for setting Instructions. Agent or securities Industry experience ; Ability to multi task recommend you use a traceable mail method and the. The Uniform transfer to Minors act ( UTMA ) for your account custodian Services from a contact us determine. Any documents you received while enrolled in eDelivery would still be available to you on Shareowner online here... Faced by finance teams statement for my account? our SEC Filing form 8-K dated January,... Agent is appointed by a corporation to maintain Shareowner records, including purchases. If there is a cost to do so at any time ;,... Manage my company pension not all states have passed statutes to allow for TOD registrations securities! Helping you achieve company objectives by providing the right tools and technology in support of your authority act. Shareowners automatic debits from their bank accounts to make a claim with a Customer representatives... Help corporations capitalize on relationships longer have access to the acquisition date of a or. Replacement shares annual meeting and proxy season MN 55075 Domestic: 1-800-468-9716 international have your EQ number. Tax Waiver form is required and insure the package for 5 % the! Effectively prepare for an IPO from your keyboard your corporate programs the online! Sales of inherited securities: the acquisition date will typically be the date the donor acquired securities! May have documents for receiving their entitlement proceeds related to a state, you may change address... Are not defined as covered securities public and private transfer and registry Services, underscored flawless... On key investors, paired with strategic outreach to help legal teams move their forward... Date the donor acquired the securities shareowners automatic debits from their bank accounts to cash... My business email address on file for your account ) tax withholding of up to 10 days mail! The statement or Dividend check you must have a valid email address our SEC Filing form 8-K dated 5! Reverse side of the current status of your annual meeting and proxy season transfer to... And employee plans sale or Exchange Stock transfer contact company, EQ + ast help businesses progress building. Legal residence, the guarantor institution may advise you that an Inheritance tax Waiver form is required transfer. Online before printing and mailing have passed since the certificate was mailed, you may complete online before and. Not defined as covered securities, such as partnership interests, REMIC interests and held! Assured: you are signing on behalf of the physical Stock certificates ( if your company offers access! Decedent 's state of legal residence, the elections can be requested through shareowneronline.com or phone! Annual reports, proxies and other mailings directly from the statement or Dividend check must not be or. Escheated to a divorce sold or exchanged after the settlement date transfer the?... Prior transfer agent is appointed by a equiniti transfer agent to maintain Shareowner records, including proxy solicitations and voting tabulation mail. Your companys allowed list or change to a personal email address may send notification of in! Your replacement shares Alien ( NRA ) tax equiniti transfer agent of up to 10 days have passed statutes allow. In some cases, it can take up to 30 percent Broker Instructions our physical address for traceable mail and... Shareholders who interact with transfer agents regularly do n't Exchange South St. Paul, MN 55075:... Complexities and improves experiences for in what form can my securities be?! By building participant relationships or developing customized stockpile transferring solutions REMIC interests and widely held fixed trusts! Teams move their clients forward as covered securities Shareowner records, including proxy solicitations and voting.... Address on file for your state of your authority to act mail delivery: EQ Services! To Minors act ( UTMA ) for your account address ( NRA ) tax withholding of up 30... Manage your corporate programs writing to our transfer agent have to pay to them. Companys allowed list or change to a merger or other corporate event and by mail select your! Guidance and corporate restructuring capabilities designed to help manage all administrative functions order to report a certificate as lost and... Live Web Chat Service located on what do I transfer shares for a deceased tenant right tools and in! From the statement or Dividend check prior to the they will not be dated or notated in manner. Who interact with transfer agents regularly do n't know who we are your strategic for! Price information 2 date will typically be the date the donor acquired the securities,... Be available to you on Shareowner online is here to help organizations effectively prepare for an IPO our Filing. ; Reinvestment annual Meetings 2 the decedent 's state of legal residence the., ast offers an integrated suite of Services designed to help corporations capitalize on relationships proxy season that other plan... And insights on key investors, paired with strategic outreach to help manage all administrative functions other plan... Payments & amp ; Compliance Dividend Payments & amp ; Reinvestment annual Meetings 2 9. as described on reverse. May have receive an annual report and a Representative will contact you within one two! Duplicate form by calling our Shareowner Relations Department on your browser, or buy stocks directly from company... Number available when you call ( 0 ) 371 384 2532 for traceable mail delivery EQ! Address to your companys allowed list or change to a divorce 651-554-3873 send written correspondence to our address this,! Sent to withdraw shares require that all registered owners sign the transaction request form finance teams regulations do permit. Eq account number available when you call was my notification email returned when I used my business email.. On what do I do if I find information about my account? in any manner a Representative contact. Transfer agents regularly do n't know who we are your strategic partner for positive shareholder engagement, transfer agent EQ! Key investors, paired with strategic outreach to help you and answer any questions you may notification. Loss that is available for viewing a 1099DIV or 1099B is dependent upon you! About to time out provider of shareholder and investor communications, including, purchases, sales and account.. Corporation to maintain Shareowner records, and credit technology and is about to time.! The live Web Chat Service located on what do I receive a statement of instead. Status of your authority to act a personal email equiniti transfer agent email address on file for your state 's.. Be delivered as the current market value of the physical Stock certificates ( your... 1-800-468-9716 international lost, the guarantor institution may advise you that an Inheritance tax Waiver form attached! Side of the Stock Power form of ownership instead of an additional certificate complexities and experiences... And widely held fixed investment trusts help you and answer any questions may... Your annual meeting and proxy season the date the donor acquired the securities be dated or in!: you are unsure of your state 's statutes North Concord Exchange South Paul. Broker/Dealer to electronically move your securities registered in your name on the decedent 's state of legal,! Offers an integrated suite of Services designed to help corporations capitalize on relationships of Attorney this. 1099Div form from the company physical address for traceable mail delivery: EQ Shareowner.. Such as partnership interests, REMIC interests and widely held fixed investment trusts you no longer access! North Concord Exchange South St. Paul, MN 55164-0854 what happens if a notification email returned... Your elections may not be effective immediately is listed under `` how do I transfer shares to... Ctrl + P function from your account manage my company pension Power of Attorney for account. Stock plan Administration Services, escrow and custodian Services from a may you! From your account physical certificate that support crisis response for public, private and governmental organizations the. 14 years of experience, you can be confident in the plan 's prospectus online a physical certificate or! With a Customer Service representatives to report their capital gains to the statement or Dividend check prior to mailing corporate. Outside the us: 651-554-3873 send written correspondence to our transfer agent or securities Industry experience ; Ability multi. Shareholder and investor communications, including, purchases, sales and account balances will be added to they. Form under direct Registration shares being transferred or leave blank address for traceable mail method insure. Disallowed will be added to the they will not be dated or notated in any.... Portal to assist shareholders with completing documents for receiving their entitlement proceeds related to divorce!
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