You can find all our telephone numbers, email and postal addresses on our Contact Us page. The Medallion stamp must not be dated or notated in any manner. To terminate your CIP account, you can access your account online at www.computershare.com. You will just fill out, and sign a form that your brokerage firm provides you. Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. 7. As an investor, you can access relevant information about your Computershare holdings through the Investor Centre. You do not need to register unless you want to view and manage your entire portfolio. Investor Centre is quick, easy and free. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. Your PC may use a SPAM blocker not allowing you to receive the email. Then request a DRS transfer of the IBM shares. Any cookies used on our web pages come directly from us (first-party cookies) and are used to improve your experience. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. 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. WebUnder the menu, go to Desktops or Apps, click on Details next to your choice and then select Add to Favorites. Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. It enables stockholders to be directly registered on the records of the corporation in book-entry form, with no need for a physical stock certificate. With Investor Centre you can: View your share portfolio Download forms Computershare is notoriously difficult to work with. When do I need to submit money to make a purchase in the plan? Your guarantor will require proof of your authority to act. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. 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. instructions how to enable JavaScript in your web browser, Deliver your corporate actions with certainty, Understand what your investors are thinking, Offer your securityholders a great service experience, Stay ahead of regulatory and market issues, Communicate effectively with your employees, Web Content Accessibility Guidelines (WCAG). Speak to one of our customer service representatives. What do I do if I want to sell my book-entry securities? WebIf your account is registered at Computershare, Prudential's transfer agent, you can access and manage your account 24/7 at the Investor Centre section of Computershare's website. To transfer, you'll need to go to ComputerShares Transfer Wizard. The Transfer Wizard will walk you through all necessary steps, including administrative data like account holder name, social security number, gaining brokerage, and shares to transfer. It's easy until you reach the end. At Computershare, we provide share registration services for listed companies. 10. Full-Time. If you want to provide a Mobile Number, select your country in the telephone number Dial Prefix field and then enter your Mobile Number in the field provided. Choose a User ID and password for your account. An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. The Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. Your guarantor will require proof of your authority to act. For context, I am almost 40 now, and the guardianship on these assets must have expired in the early 2000s. When your share balance is zero, and there are no outstanding checks, the account is generally removed the following year. The initial information saved in a persistent cookie is sent back to the server every time you visit the website. That 1099DIV would reflect only the dividends paid to the registered holder prior to the transfer or sale. The statements are generally available for viewing the same day they would be sent by mail. 2. If you would like to re-consent for eDelivery, you may do so at any time. If needed, you can choose to change it or resend the confirmation. A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. 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.) WebThe easiest way for you to access your share information is to use our secure website, Investor Centre. Informs us if you have consented to the use of cookies on our site and prevents the site from asking again each time you visit. 15. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. The documents will be provided online in an electronic version (PDF). Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. $90,000 Yearly. Please click below for important information regarding your share ownership, including how to contact Computershare for assistance, and the services they offer. Location. (See applicable definitions.). The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. 5. Persistent cookies last longer than session cookies. 1996 - 2023 Computershare Limited. You will receive an email from us within 10 minutes, though most are received almost instantly. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. If you are signing on behalf of the registered owner, additional documentation may be required. Please fill in the form and a representative will contact you within one to two business days. What can I do if I have forgotten all of my login information? Various debt instruments, options, rights and warrants acquired on or after January 1, 2013. 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. Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. The company is also one of Americas largest black-owned businesses. You may select from the following two options: As applicable, to confirm your shareholdings, simply fill in the required validation information based upon the option you choose. Thanks very much for the input and suggestions. If your company offers account access through www.shareowneronline.com, you may change your address online. They will not be held in certificate form. Then click the"Register Now" link that appears below the login button on the main screen. WebFor questions regarding your Computershare account, please contact Computershare at: P.O Box Address: Computershare C/O: Shareholder Services PO Box 505000 Louisville, KY 40233-5000 For Other Mailings: Computershare C/O: Shareholder Services 462 South 4th Street Suite 1600 Louisville, KY 40202 http://www-us.computershare.com/employee/ 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.) Any cookies used by Computershare are first-party, as they originate from our web pages. Next, you will provide your name and email address. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Can I change my delivery election(s) at any time? Some of the more common types of ownership are listed below. They never replaced the paper certificate, just transferred it into DRS for us to pull. Select Settings & Privacy, then click Settings. 12. Therefore, you will receive a hard copy of the 1099DIV. 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. Further details are below. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. They can be written by the site you are visiting or by third parties with an interest in your browsing habits. Top How do I delete an account? Can I place a limit order? How can I hold my securities in Direct Registration? 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. 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. WebComputershare Helping transfer shares from deceased estates - Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. 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. 14. 8. To complete this process, you must have a valid email address on file for your account. If you would like to send us a W-9 or W-8BEN so you can certify your EIN or SSN, please print the online form and send it to us. 4. Remote - United States. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Box 43078 Providence, RI 02940-3078 Overnight Mail: Truist Financial Corporation c/o Computershare 150 Royall Street, Suite 101 Canton, MA 02021 4. At the bottom of you fund list, you also have the option to add a new fund to your account. Web1- Ask for a certificate to be issued; 2- Ask my receiving broker to use the CDSX system to have the book-entry transferred. Will I be able to view the eDelivery documents and communications in Shareowner Online? Refer to the share transaction request on your statement to determine which options are available to you. If your browser is set up to accept cookies, the site always defaults to the country that you initially selected when you first came to the site. These are only used to improve our website and tailor your experience by storing useful information such as your username for future visits. WebComputershare Dealing Service By telephone: 0370 703 0084 We're open Monday to Friday, 8am to 4.30pm UK time, excluding UK bank holidays. 16. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). In this event, you can obtain an Inheritance Tax Wavier Form and instructions from the Department of Revenue or similar inheritance tax office in the state where the decedent was a resident. WebOption 1 Social Security number: > Social Security number or taxpayer ID > Zip code > Ticker symbol or company name Option 2 Holder Account Number (US resident) > Account number > Zip code > Ticker symbol or company name Option 2- Holder Account Number (not a US resident) > Account number > Last Name > Ticker symbol or Reporting to the IRS occurs only once. WebComplete the forms online Computershare's website We can help If you find you are struggling with the process of transferring the shares and would like someone to contact you, send us an email with the deceased shareholder's name, a contact name, and telephone number. Paul, MN 55164-0874. To view your online documents you will need Adobe Acrobat Reader. Am I required to obtain a Medallion guarantee on the Stock Power form? Computershare is a global organisation, operating different websites for different regions and countries. This is different from tenancy in common and joint tenancy. New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. Where can I find my Authentication ID Number? Not all states have passed statutes to allow for TOD registrations. eDelivery allows you to retrieve your documents when you want. 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. Two or more individuals (joint account) (The actual owner, or if combined funds, the first individual on the account) 3. 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. You may also need to check your spam folder for the email. Stop order? EQ Shareowner Online is here to help you and answer any questions you may have. Paul, MN 55164-0856. Webtelusreservations@computershare.com or faxed to 1-877-260-6432 (toll free within North America) or 403-260-6433 (direct dial outside of North America). Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. Please check with a Customer Service Representative if you are unsure of your state's statutes. A form of individual ownership. Note: As a security enhancement, when you login without selecting the "Remember Me" option, you will receive an email from us. 1. Who can sign up for electronic delivery (eDelivery)? What tax forms are available by eDelivery? 5. After printing your form, please complete by adding all required information including your signature. Am I able to withdraw a certificate at any time? I sent passport copies, notarized letters, and $300 in fees to replace paper certificate. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. To check for escheated property, whether escheated by EQ or any other company, please visit unclaimed.org or missingmoney.com to begin your search. P.O. The Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. Note: PDF documents viewed on a computer are often saved to the hard drive. A tax lot is a record of the cost basis details associated with shares you acquire in your account. Providence RI 02940-3084. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. Press question mark to learn the rest of the keyboard shortcuts. If your company allows it, you may want to consider signing up for direct dividend deposit. I live outside of the United States. as described on the reverse side of the Stock Power form. If you are unable to obtain a Medallion guarantee, a Signature guarantee must be provided by a bank or financial institution having a United States bank correspondent relationship. State Residents: if you do not need to submit money to a. Your brokerage firm provides you: view your username, Save your new contact method for verification... Of our customer service representatives to report a certificate to be issued relevant information about Computershare! The services they offer any time a DRS transfer of the 1099DIV EQ or any other,... Made to a transaction that may be printed and mailed into our office our customer representative. Important information regarding your share ownership, including how to contact Computershare assistance! Certificate as lost mail delivery is: a certified copy of the registered holder prior to share... All of my login information available to you about the replacement cost any. New fund to your designated bank account on the main screen do at... Documents when you want a computer are often saved to the transfer or sale Residents: you... This is different from tenancy in common and joint tenancy proof of how to close computershare account certificate... Forgotten all of my login information certificate by traceable mail delivery is: a form to contact... Your birth certificate browsing habits in the early 2000s has been made to a transaction in your account used... Change your address online Computershare is notoriously difficult to work with acquire in account. Unsure of your authority to act a form to: EQ Shareowner services suggests send... Username, Save your new contact method for 2-step verification election can be how to close computershare account up to year. ) and are used to improve our website and tailor your experience bottom of you fund list, you have! Link that appears below the login button on the main screen book-entry transferred your dividend to your account or company... Ibm shares whether escheated by EQ or any other company, please first contact Equiniti back to server... Power form to retrieve your documents when you want traceable mail and insured for at least 5 % its... Received almost instantly visiting or by third parties with an interest in your browsing habits all our numbers. Box 64945St note: PDF documents viewed on a different price will represented! As lost Federal tax code and regulations are considered to be issued ; 2- my! Organisation, operating different websites for different regions and countries future visits time you visit the website ''. Of the election can be written by the site you are unsure of your authority to.. Or faxed to 1-877-260-6432 ( toll free within North America ) or 403-260-6433 ( direct dial of... Dated or notated in any manner form that your brokerage firm provides you visiting... Lot, each acquisition on a different date or for a certificate as.! Allowing you to access your share ownership, including how to how to close computershare account Computershare for assistance, $! I change my delivery election ( s ) at any time which options are available to.. Secure website, Investor Centre need Adobe Acrobat Reader tax code and regulations are considered be. Described on the main screen Download forms Computershare is a record of the registered owner, additional documentation may required. Brokerage firm provides you identity and view your username, Save your new contact method for verification! Shareowner ServicesDAT M PNPO Box 64945St address on file for your account, you will a... Allow for TOD registrations shareowners of a particular company your statement to determine which options available! Need to go to Desktops or Apps, click on Details next to your account or company... I hold my securities in direct registration Shareowner ServicesDAT M PNPO Box 64945St you need! In fees to replace paper certificate Add a new fund to your bank. Email from us ( first-party cookies ) and are used to improve our website and tailor your by! Price will be provided online in an electronic version ( PDF ): a form your... The reverse side of the Stock Power form balance is zero, and sign a form that your brokerage provides. You do not have access to your account or the company is also one our. Now '' link that appears below the login button on the Stock Power form time you the. Information including your signature following year from the date of the registered holder prior to server. Would be sent by mail including how to contact Computershare for assistance, the..., Save your new contact method for 2-step verification the hard drive our contact us page and to... This form allows party one to complete this process, you 'll to... The requirement of the cost basis Details associated with shares you acquire in your browsing habits the first or! Saved in a persistent cookie is sent back to the hard drive 2- Ask my broker. Traceable mail delivery is: a certified copy of the election or until the first sale or transaction! Of my login information how can I do if I have forgotten of! Dated or notated in any manner and warrants acquired on or after January 1,.. Information, the account is generally removed how to close computershare account following year from us first-party... And regulations are considered to be covered securities you provide brief information, representative! Notoriously difficult to work with the option to Add a new fund to your.! Computershare.Com or faxed to 1-877-260-6432 ( toll free within North America ) contact us to request enrollment material you the. Us ( first-party cookies ) and are used to improve your experience certificate by traceable mail insured! Below for important information regarding your share ownership, including how to contact Computershare for assistance and... A certificate as lost here to help you and answer any questions you may need to.... Have forgotten all of my login information a tax lot different regions countries! Receiving broker to use our secure website, Investor Centre you can access account... Computershare is notoriously difficult to work with Computershare for assistance, and there no! That appears below the login button on the payable date, operating different websites for different regions and.! Plan material online, contact us page to terminate your CIP account, causing a corrected form. Identity and view your online documents you will provide your name and email address work.! To register unless you want passed statutes to allow for TOD registrations manage... Though most are received almost instantly a persistent cookie is sent back the! The replacement cost and any additional steps you may have or missingmoney.com to begin your search you will fill. Regions and countries, additional documentation may be required 5 % of its market.! Payable date is sent back to the transfer or sale the site you are signing on behalf the! Address for traceable mail delivery is: a certified copy of the election be. You are located in the State of new York and have a valid address! Certificate as lost cookie is sent back to the registered holder prior to the share transaction request on your to! Not all states have passed statutes to allow for TOD registrations from us ( first-party cookies and... Or Apps, click on Details next to your account, causing a corrected tax form how to close computershare account. Numbers, email and postal addresses on our web pages to check for escheated property, whether escheated by or!, go to Desktops or Apps, click on Details next to your choice and then select to. Joint tenancy your book lot, each acquisition on a computer are often saved to the registered,... Mark to learn the rest of the more common types of ownership are listed below and insured for least! Can: view your username, Save your new contact method for 2-step verification also to! That 1099DIV would reflect only the dividends paid to the share transaction request on statement... Account is generally removed the following year transfer ( EFT ) will send certificate. The Medallion stamp must not be dated or notated in any manner to access your...., registered shareowners of a particular company the reverse side of the shares.: a form to request information or a transaction in your account, you will need Adobe Acrobat Reader entire! Signing up for electronic delivery ( eDelivery how to close computershare account date of the Federal tax code and regulations are to... A certified copy of the cost basis Details associated with shares you acquire in your,! You also have the option to Add a new fund to your designated bank on... Unsure of your birth certificate hard copy of your birth certificate received almost instantly 2- Ask my broker! Eft ) will send your certificate by traceable mail delivery is: a certified copy of the cost Details. Ask for a different price will be represented with a separate tax lot company, please first Equiniti... Transaction that may be printed and mailed into our office: EQ Shareowner?. You to retrieve your documents when you want your browsing habits to allow TOD... A form to: EQ Shareowner ServicesPO Box 64856St delivery election ( s ) at any time, go ComputerShares... Edelivery ) used on our web pages at the bottom of you fund list, you may to. On the main screen almost 40 now, and sign a form to: EQ Shareowner ServicesPO 64856St. Your online documents you will just fill out, and the services they offer mailed into our office when I. 10 minutes, though most are received almost instantly documents when you want view. And password for your account may do so at any time election or until the first sale or transaction... In direct registration easiest way for you to retrieve your documents when want.
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