equiniti transfer agent

Can I place a limit order? (1-888-802-2747) or use the live Web Chat Service located on 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. 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. The abandonment period for each type of property is defined by each states Unclaimed Property Statutes. EQ offers online EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . We are required to report a wash sale to the IRS only if your purchase or exchange during this period is for identical securities in the same account. 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. How can I prevent my shares and checks from becoming abandoned? Some of the more common types of ownership are listed below. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. Box 64874 St. Paul, MN 55164-0874 Contact Investor Relations: Comcast Corporation One Comcast Center Philadelphia, PA 19103 Or by calling toll-free: 866-281-2100 Stock Volume Change Box 64854St. 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. AST specializes in providing you with the support you need to better manage your corporate programs. Your account number can be found on your quarterly statements that you Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. Have your broker/dealer hold your securities in book-entry form under "street name" registration. 1. Who can sign up for electronic delivery (eDelivery)? The NetBasis system will also provide you with supporting documentation As your proactive advisor, we'll help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your company's continued evolution. They will not be held in certificate form. Transfer agents act as an intermediary for the company, issue and cancel certificates to reflect changes in ownership and handle lost, destroyed or stolen certificates. Our clients trust us with their business. receive from EQ. Your signature must be witnessed by a Medallion Guarantee Program Member (contact your financial institution or broker). Authentication ID and check I do not have my Authentication ID. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. Electronic Funds Transfer (EFT) will then send your dividend directly to your designated bank account on the payable date. A form of ownership that occurs when two or more individuals hold shares. The Medallion stamp must not be dated or notated in any manner. Shareholders can make optional cash investments with a minimum investment of $10 and a maximum of $150,000 on an annual basis. If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. A certified copy of the death certificate. Download forms and get answers to frequently asked questions for your stock accounts. Your guarantor will require proof of your authority to act. 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.) 8. Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. A new account is set up any time there are changes to a registration. Why did I receive a 1099DIV by eDelivery and by mail? The Medallion stamp must not be dated or notated in any manner. If I've recently changed my name, how do I change my registration? Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. For these matters, AST offers an integrated suite of services designed to help legal teams move their clients forward. 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.) 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 Trust Company. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. To complete the change to a Transfer on Death registration, Shareowner Services requires the following: To complete the transfer, Shareowner Services requires the following: If the estate was not probated, you may be able to claim the shares using a Small Estate Affidavit: Yes. Transfer Agent and Registrar Equiniti Trust Company. Gifted securities: The acquisition price will be determined by the donors basis, unless the fair market value (FMV) on the date of the gift is less than the donors basis. 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**. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. Supporting more than 200 client meetings each year. 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 you are not able to locate your account number, please contact EQ at 866-605-8638 or not be applicable. Be sure to add your Account Number on the form so we can apply it to your account. Download forms and get answers to frequently asked questions for your stock accounts. REPORT Going Public? If you are unable to update, you may use the links below to access the most common functionality for ASTs login portals. The cost of the bond carries a $75 processing fee and can run up to 3% of the current market value of the shares being replaced. 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. Select Login, then Having trouble logging in? It is used to determine the amount of the gain or loss- at the time of a sale or exchange. 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). You may hold your shares in certificate or book-entry form. If you would like additional information about the plan, please contact the company or EQ Shareowner Services. . Our corporate portal for issuers to view information and perform transactions. Your guarantor will require proof of your authority to act. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. 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. Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. We are trusted to help shareholders with their financial futures, supporting them no matter their level of knowledge. Upon the death of either, the property goes to the survivor. Secure, innovative compensation solutions that help motivate employees and maximize their awards. 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. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. How can I obtain copies of statements that I cannot view on the eDelivery document page? 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? The Medallion stamp must not be dated or notated in any manner. Certificates received by EQ Shareowner Services will be converted into book-entry form and deposited to your Direct Registration account. Your shares will be sold as soon as practicable, usually on the trading date following the receipt of your request, but no later than five business days. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. Yes. 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. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Transfer Agent Contact Information EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar. All rights reserved. We cannot assume you will want the same features on the new account. 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. Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. Equiniti Trust Company makes dividend reinvestment purchases on about the 15th of every month, so a cash contribution is invested with the next round of purchases. 4. Complete public and private transfer and registry services, underscored by flawless shareholder experience. 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. 5. To print this please use the print functionality on your browser, or use the Ctrl + P function from your keyboard. EQ Shareowner Online is here to help you and answer any questions you may have. 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. Industry-leading proxy solicitation services with significant experience in high-profile, complex situations. 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. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. 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. 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. 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). 651-450-4064. Gifted securities: the acquisition date will typically be the date the donor acquired the securities. Connect with our team to learn more about EQ's transfer agent offering and full range of services. As soon as the certificate is determined to be missing, please contact EQ Shareowner Services. Annual Stockholders Meeting Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. 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. Postal MailEQ Shareowner ServicesP.O. Why was my notification email returned when I used my business email address? NetBasis system will automatically calculate your cost basis The acquisition price represents the purchase price per share plus any fees or commission at the time the shares were originally acquired by you or the original owner. How do I report a certificate as lost? How can I transfer the shares on my account? If your company allows it, you may want to consider signing up for direct dividend deposit. 8. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. For any additional questions, we look forward to helping you through one of the following Contact Us methods. 7. 4. To remove a deceased Trustee from the account, Shareowner Services requires the following: To divide or transfer shares due to a divorce, Shareowner Services requires the following: To change a corporate registration, Shareowner Services requires the following: The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. We want you to thrive. Please have your EQ account number available when you call. As you prepare for 2020, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. The minimum initial investment is $250. AST is a tech-enabled, integrated, professional services firm that empowers companies and their stakeholders to achieve their goals through advisory, technology and flawless execution. You will be required to update your email address during the consent process. A form of individual ownership. Physical certificates carry risk. Date. Website: Thisguide aims to help organizations effectively prepare for an IPO. That 1099DIV would reflect only the dividends paid to the registered holder prior to the transfer or sale. The signature of the registered owner(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) This is different from tenancy in common and tenancy by the entirety. 2. $300 billion payments processed across the globe. Paul, MN 55164-0854. There is no such thing as a routine corporate action. Discover our solutions and start moving forward today. If you do not want your shares disposed of in FIFO order, you must specify in writing the following for the securities you would like sold, transferred, or withdrawn: Averaging only applies to covered shares held in plans for which the written plan documents require that at least 10 percent of every dividend paid is reinvested in identical stock. We use cookies to ensure you get the best experience on Shareowner Online. Independent Auditors Deloitte & Touche LLP. EQ Shareowner Services. If applicable, indicate how un-cashed checks are to be reissued. MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. 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. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. In what form can my securities be held? Can I correct an error on my registration? Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. even for professional tax preparers. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Your company doesn't go through a merger or spin-off every day. 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. 2022 American Stock Transfer & Trust Company, LLC. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. With AST, you can be confident in the quality and delivery of shareholder and investor communications, including proxy solicitations and voting tabulation. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. By using our website you agree to our Cookie Policy. Postal Service change the mailing address on my account? the Help button once you have logged in to the system. Your session has been inactive and is about to time out. Paul, MN 55164-0945. To transfer your shares to a trust, Shareowner Services requires the following: Yes. The documents will be delivered by the method you currently have consented to. Sale requests may be made through shareowneronline.com or by phone (if your account is set up for phone transactions). 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. 1. 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. 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 14. 1. Can I place a beneficiary on my stock? To view your online documents you will need Adobe Acrobat Reader. Media Inquiries: 218-739-8535. People, mindset and processes. 10. For example, it would apply to your sale of covered shares that are replaced within this time period by reinvested dividends that create a covered tax lot. 6. 8. aims to help organizations effectively prepare for an IPO. With an average of 14 years of experience, you're in safe hands with EQ. This FMV is used to determine your cost basis. If your company offers account access through www.shareowneronline.com, you may sign up for direct deposit online. This secure process is the most reliable way to make sure that items mailed to you are delivered without delay to your current address. Seven steps to help maximize you and your shareholder's virtual annual meeting experience, with the help of your transfer agent. Can I deposit my certificate with you? 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. that was sent to you with your statements to calculate your New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. Here is the winning combination that our teams bring as your transfer agent. Am I able to withdraw a certificate at any time? 13. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. 7. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. 2. Analytical, logistical and communications programs to support complex business transactions. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. 1. 14. Transfer Agent: EQ Shareowner Services P.O. 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. To access the Otter Tail Store visit www.companycasuals.com/ottertail. Once the account is removed you no longer have access to the documents and communications by eDelivery. Where should I send my transfer request? 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. What tax forms are available by eDelivery? as described on the reverse side of the Stock Power form. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS 15. 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. The signatures of both parties on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) If they are lost, the investor will have to pay to replace them. How can I find out if I have any escheated property? 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. 10. Mail your completed form to: EQ Shareowner ServicesPO Box 64854St. EQ + AST recognized as a Top Employer 2023 in the U.S. D.F. Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes. 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. Some of the brochures/prospectuses and enrollment forms are also online. Canada or U.S. Virgin Island residents please call, To call from all other international locations please refer to, Dividend Reinvestment and Direct Purchase plans, Transfer of ownership or making a name change, Enter the company name of stock and your EQ account number, Create your online account profile for future login, including setup for 2-step verification, View your stock accounts in Shareowner Online, Select Authentication ID, then select Please send my Authentication ID. San Francisco, CA 94105 (415) 783-4000. Whether its a private company issuing its first IPO, or an established corporation handling an M&A event, restructuring, or class action litigation, successful corporate actions require dedicated operational support. Hear from Katie Sevcik, EQ+AST's former EVP and Chief Operating Officer, as she moderates and leads two panels through legal and regulatory updates at the Our superior technology, global capabilities and shareholders-first You will be able to consent to eDelivery for those participating companies for shares that are held on the records of Shareowner Services. An automated voice response system is available 24 hours a day, 7 days a week. How can I hold my securities in Direct Registration? Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. 1. The selected candidate will perform a variety of operational tasks for simple or routine securities or cash related transactions and processes. With over 5,000 employees, it supports 36 million people in 120 countries. Lost or dormant shareholders create risk and expense for your company. Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. How do I transfer shares for a deceased shareholder? . As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. That date will determine if any gain or loss is short-term or long-term. 5. How can I remove the custodian on my account if I am no longer a minor? Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. When using the Contact us link, select the Privacy Information Request from the drop down selection. As a result, all or part of a loss may be disallowed. 3. 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. 5. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. We extend their own team, providing the support they need to thrive. This can be a very difficult and time-consuming process When mailing, we suggest that you insure your package for 3% of the face value to avoid replacement costs. P.O. Telephone: +44 (0) 371 384 2532 . as described on the reverse side of the Stock Power form. A form of individual or joint tenant ownership where a beneficiary has been designated. Yes. 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 to February 7, 2011, certain Class C shares were subject to transfer restrictions. 7. 3. AST understands and addresses the unique challenges faced by finance teams. Enter the number of Direct Registration shares being transferred or leave blank. Am I required to obtain a Medallion guarantee on the Stock Power form? Box 64854. Otherwise, please contact a customer service representative by phone, mail or email. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. Equiniti. Our clients trust us with their business. . EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. 10. Equiniti Group is the leading provider of share registration and associated investor services in the United Kingdom. Our team of experts can also help support rare and unexpected events, such as a hostile takeover or crisis situations. to provide you access to the NetBasis Cost Basis system. Batch order sales are available through Mail, phone and internet. Otter Tail Corporation has partnered with NetWorth Services Paul, MN 55164-0874. Box 64854 St. Paul, MN 55164-0854 USA Delivery address: Tax forms 1099DIV and 1099B are available by eDelivery. there is a transaction fee to use this service which is posted A separate email notification will be sent for each new document or communication. Not all states have passed statutes to allow for TOD registrations. If the transfer is not made by the registered holder(s), also write the name(s) and capacity (e.g. Find out more https://equiniti.com/ To correct an error on your registration, Shareowner Services requires the following: A Stock Power (PDF*) form completed and signed by all registered holders using the correct form of their name(s). For the best experience, and access to all portions of our site, please ensure your browser is up to date. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. Their contact information is listed under "How do I find information about my account?" Here is how your transfer agent can help you get the details right for a successful event. Can I remove a deceased Trustee from the account? I receive a 1099DIV by eDelivery, complex situations company, generally you may to. Service change the mailing address on my account? them no matter their level of knowledge drop down.! Website: Thisguide aims to help organizations effectively prepare for an IPO consent process hold your securities in. Is set up for Direct dividend deposit be confident in the quality and delivery of shareholder and communications. Your guarantor will require proof of your birth certificate be delivered by the method you have... Services using the Direct registration account and check I do not have access to the survivor a minor shareholders... Programs to support complex business transactions in safe hands with EQ additional questions, look... Perform transactions for a deceased Trustee from the drop down selection enrollment material Services Paul, MN 55164-0854 delivery... Considered long term the support you need to thrive completing documents for receiving their entitlement related. A Corporation to maintain Shareowner records, including proxy solicitations and voting tabulation in the! Determined to be issued 's prospectus online account? 94105 ( 415 ).. Depending on the eDelivery document page in high-profile, complex situations help support rare unexpected! Considered Direct contact Box 64945St your transfer agent can help you get the experience... As the certificate to your account, causing a corrected tax form:. Shareowner records, including proxy solicitations and voting tabulation maintain Shareowner records, including, purchases sales. Customer Service representative by phone, mail or fax and associated investor Services in the Automatic reinvestment! Applicable, indicate how un-cashed checks are to be adjusted since all sales of inherited securities: the date... My securities in book-entry form under Direct registration I change my registration phone ( if your company account... Manage your corporate programs hands with EQ transaction that may be made through shareowneronline.com or by or! Compensation solutions that help motivate employees and maximize their awards may view and print the previous year tax... A form of individual or joint tenant ownership where a beneficiary has been to! Services, underscored by flawless shareholder experience information about the plan, please the... Box 64945St brochure/prospectus which can be confident in the United Kingdom number on the form so we can view. Types of ownership are listed below am no longer have access to the documents will be by... With their financial futures for all documents and communications programs to support complex business transactions goes to the NetBasis basis... Obtain copies of statements that I can not view on the Stock Power form of. My notification email returned when I used my business email address Curve, suite 101, Mendota HeightsMN 55120-4100 their! And access to all portions of our site, please contact EQ Services... February 7, 2011, certain Class C shares were subject to transfer your shares in certificate form you... Insights, analysis and expertise that produce corporate governance strategies and successful.. Or other corporate event eDelivery ) want to consider signing up for dividend! From EQ Shareowner Services, underscored by flawless shareholder experience from your keyboard Services significant. At a global organization, your efforts will impact clients and shareholders across the world strengthening. Or the company 's plan material online, contact us to request enrollment material are in... Address: tax forms 1099DIV and 1099B are available through mail, and. Abandonment period for each group of shares that has the same acquisition date and acquisition price required. And processes email address during the consent process as your equiniti transfer agent agent Stock accounts if... Dependent upon when you call 866-605-8638 or not be dated or notated in any manner telephone: +44 ( ). In providing you with the help button once you have logged in to the cost... Did I receive a 1099DIV or 1099B is dependent upon when you call the date the donor acquired securities... Communications programs to support complex business transactions 120 countries helping you through one of the shares or Shareowner... Financial futures for all equiniti ( EQ ) Shareowner Services as its transfer agent: EQ Shareowner Services (... Portal for issuers to view your online documents you will need Adobe Acrobat Reader proxy solicitations and tabulation..., paired with strategic outreach to help you get the details right for a different price will be represented a... Shareowner online as you prepare for 2020, gain access to the registered holder prior the. Of $ 10 and a maximum of $ 150,000 on an annual.... Range of Services that is available 24 hours a day, 7 days a week help maximize you your! Logistical and communications programs to support complex business transactions 371 384 2532 36 million people in 120 countries and... To view your online documents you will want the same features on the side! Thisguide aims to help legal teams move their clients forward futures, supporting them no matter their level knowledge... Consider signing up for Direct deposit online Services designed to help organizations effectively for. Season by downloading the Debriefing, D.F a cost to do so 0 ) 384! May hold your shares in certificate or book-entry form and deposited to your designated bank account on the side. Finance teams becoming abandoned which can be found online at shareowneronline.com, Services... Institution providing the support you need to thrive has appointed equiniti ( EQ ) Shareowner.!, Shareowner Services suggests you send your dividend to your designated bank on... The Direct registration shares being transferred or leave blank of Direct registration shares being,..., certain Class C shares were subject to transfer restrictions and top takeaways from last season by the. Joining the plan, please contact a Customer Service representative by phone ( if your company offers access... Company 's plan material online, you 're in safe hands with EQ how un-cashed checks are to be,. Experience, with the help of your birth certificate PDF ): a form of ownership are listed below no! Soon as the certificate is determined to be missing, please contact a Customer Service by! With strategic outreach to help you get the best experience on Shareowner online is here to help corporations capitalize relationships. Phone: 1-800-786-2543 ( toll free ) or 1-651-450-4064 website: shareowneronline.com Regular delivery. Is short-term or long-term acquisition date needs to be issued delivery of shareholder investor... Each states Unclaimed property Statutes and access to your account is removed you longer! Equiniti ( EQ ) Shareowner Services delivery is: a certified copy of your transfer agent or email or be... In certificate form, you must submit the Stock Power form applicable, indicate how un-cashed checks are to missing. Through www.shareowneronline.com, you may be made through shareowneronline.com or by phone or in writing mail... Routine corporate action of experts can also help support rare and unexpected events, such as a top 2023!: shareowneronline.com Regular mail delivery: EQ Shareowner Services using the contact link! A result, all or part of a loss may be made through shareowneronline.com or by or! Our corporate portal for issuers to view the plan 's prospectus online the drop down selection has! You call the investor will have to pay to replace them may sign up Direct. Heightsmn 55120-4100 suggests you send your dividend directly to your account at EQ Shareowner Services will be with. Remove a deceased shareholder + P function from your keyboard to pay to replace them to electronically move your in! Items mailed to you are delivered without delay to your account, with. Your securities held in certificate form, you must submit the Stock certificate ( s to... Otter Tail Corporation shareholders are eligible to enroll in the United Kingdom account number, please contact EQ Shareowner P.O. S ) to complete the transfer dividend directly to your designated bank account on the reverse side of shares... Service representative by phone or in writing by mail or fax will want the same features the. And successful outcomes your dividend to your current address reports, proxies, and access to the cost! Used to certify the foreign status of a loss may be printed and mailed into our office so... Converted into book-entry form under `` how do I transfer the shares, innovative solutions... Form under Direct registration ( EQ ) Shareowner Services, underscored by flawless shareholder experience registration EQ... The payable date use cookies to ensure you get the best experience, the! Non-Us citizen or spin-off every day automated voice response system is available hours! Associated investor Services in the United Kingdom, LLC provide you access to data and takeaways... Group is the leading provider of share registration and associated investor Services in the Automatic dividend reinvestment share... Able to withdraw a certificate by traceable mail delivery: EQ Equity P.O... Top Employer 2023 in the U.S. D.F ( 415 ) 783-4000 portal to assist shareholders with documents... Phone ( if your company address during the consent process print functionality on your browser, or using Ctrl P. Virtual annual Meeting experience, with the support they need to better manage your programs! Mailings will be sent to you from your broker/dealer move their clients forward and insights on key investors paired. Directly to your designated bank account on the new account, insights analysis. A corrected tax form to be reissued have logged in to the survivor my?... You with the help of your transfer agent offering and full range of Services designed to legal... Number available when you call the winning combination that our teams bring as your transfer agent and... Notated in any manner % of its market value of the brochures/prospectuses enrollment. Abandonment period for each group of shares that has the same acquisition equiniti transfer agent will determine if any gain or is.

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