Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. 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. For holders of Canadian securities that reside outside of North America, it can be a challenge to obtain a Medallion Guarantee. Firms may reject documents for the following reasons: For these reasons, a person must pay close attention when completing and submitting forms. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. Some of the more common types of ownership are listed below. When this investor set up these accounts, they filed a TOD form, stipulating who the assets should be transferred to upon death and in what percentages. 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. Access the Computershare Corporate Trust file exchange portal 16 February 2015 As part of Computershare's ongoing efforts to streamline the stock transfer experience for shareholders, beginning mid-February, we will offer shareholders the option to process their transfers without a medallion stamp by providing a copy of a government issued . 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. 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.? Yes. To complete this process, you must have a valid email address on file for your account. DTC #: 0385 . The length of time that shareholder communications will stay online will depend upon the situation but most will be online for approximately 30 days if the account is active and open. watch this short video for more on obtaining Medallion and Signature Guarantees. PScript5.dll Version 5.2.2 Transfer ALLShares (all book-entry shares and any certificated shares submitted) If this box is checked, do not complete sections 4, 5 and 6. If the stock is held in certificate form, we suggest you use registered mail, insured for 5% of the current market value of the shares. Example: Jane Doe incorrectly registered as John Doe. The beneficiary has no rights to the security until the security owner(s) dies. 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. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Can I get a duplicate statement for my account? You would need to add our email address to your companys allowed list or change to a personal email address. Read our guide on how probate court works. How do I transfer shares due to a divorce? Computershare as transfer agent will place a stop transfer order on the missing certificate(s). Transfer Request See enclosed instructions PLEASE PRINT CLEARLY CURRENT HOLDER INFORMATION Shares to be Transferred PARTIAL TRANSFER: PLEASE NOTE: Whole shares cannotbe divided into fractional shares. 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. Market order? Cory Mitchell, CMT is the founder of TradeThatSwing.com. Can I remove a deceased Trustee from the account? Transfer Request PLEASE PRINT CLEARLY 2. NON-CUSTODIAL - Computershare Their services include the administration of a Direct Stock Purchase and Dividend Reinvestment Plan, the Direct Registration system (book-entry ownership), the eTree program, online account access and the transfer and sale of shares. 01. Unclaimed property (also known as abandoned property) refers to tangible and intangible property held by companies and financial institutions that has remained unclaimed due to no owner-generated activity or direct contact for a specific period of time. The beneficiary has no rights to the security until the security owner(s) dies. Print in CAPITAL letters. A BC 1 23 - Computershare >> You will be required to update your email address during the consent process. Not all states have passed statutes to allow for TOD registrations. You can locate the companies that participate in eDelivery under My Account Settings. /Resources << 7. Enter your official identification and contact details. 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). This acquisition date can be different for the following reasons: The acquisition date for non-covered securities will be displayed as 01/01/1901. %%EOF Please send to the account listed here: Account #: 6166-5238 . eDelivery allows you to retrieve your documents when you want. Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. If you are settling an estate and need help getting started transferring securities to a beneficiary, there are a number of resources available to you: Computershare makes no representation or warranty concerning, or endorsement of, the content and is not responsible for the accuracy, completeness or timeliness of the content on any website to which Computershare provides a hypertext link, with the exception of content prepared solely by Computershare. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books.
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