For Otter Tail Corporation employees who are enrolled Please refer to your Plan brochure/prospectus. You can locate the companies that participate in eDelivery under My Account Settings. 16. 15. Stop order? We work with you on pricing, we extend your own team and we support shareholders with their financial futures. their cost basis in order to report their capital gains to the 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. If another company offers eDelivery in the future will I need to re-consent? The Medallion stamp must not be dated or notated in any manner. You may also obtain a duplicate form by calling our Shareowner Relations Department. 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. Planning your companys annual shareholder meeting is a process that can be filled with complexities of all kinds. 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. 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. in the company's ESPP plan, please note that this service would How do I transfer shares for a deceased tenant? In some cases, it can take up to 10 days for mail to be delivered. 555 Mission Street. Kings 2021 Season Review and Fall Engagement Guide. In a highly competitive job market, incentive plans need to be a part of your company's road map regardless of what stage the company is in. A form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. The Direct Registration Profile Modification System was developed to provide investors with an efficient method of moving book-entry positions within the financial community. Otherwise, please contact us. People, mindset and processes. If you would like to re-consent for eDelivery, you may do so at any time. Reply from Equiniti. 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 . Send your transfer request to one of the below addresses. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. Go to shareowneronline.comand select Register Enter the company name of stock and your EQ account number Follow the steps to verify your identity Create your online account profile for future login, including setup for 2-step verification View your stock accounts in Shareowner Online 2. Users should consult state law for specific requirements that may apply to powers of attorney. Phone: 866-605-8638 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. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. No, you will not need to re-consent. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS If you have had any property escheated to a state, you will need to contact the state your property was turned over to. The rule is applied technically, regardless of your intent. as described on the reverse side of the Stock Power form. In what form can my securities be held? 5. 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 you find property and need to make a claim with a state, follow the instructions provided by each state. 3. 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. To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. 8. Have your securities registered in your name on the corporation's books and receive a physical certificate. back to top 14. How do I enroll in the dividend reinvestment plan? corrections to abbreviation, street/city/zip code) to improve deliverability. St. Paul, MN 55164 (877) 778-6753. How can I hold my securities in Direct Registration? on the NetBasis website. Please refer to your plan prospectus for the terms of your investment plan. Market order? Authentication ID and check I do not have my Authentication ID. A statement is mailed to the shareholder shortly after each purchase. Can I place a limit order? A tax lot is a record of the cost basis details associated with shares you acquire in your account. 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. 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. Customized, end-to-end solutions that support crisis response for public, private and governmental organizations. Unfortunately, I have no choice but to deal with this company as they manage my company pension. Comprehensive trust solutions driven by experienced and proven transaction processing. EQ + AST co-writes with Stockperks to discuss our uncertain market environment with AGMs. Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. You must instruct us in writing if you wish to elect to use the averaging method. Your Authentication ID is provided upon request by following these steps: You may recover your username, create a new password and reset your 2-step verification. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. Batch order sales are available through Mail, phone and internet. What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. When your share balance is zero, and there are no outstanding checks, the account is generally removed the following year. Telephone: +44 (0) 371 384 2532 . 4. P.O. When do I need to submit money to make a purchase in the plan? 2. 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. If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. Equiniti Trust Company EQ Shareowner Services Phone: 1-877-536-3559 Equiniti Trust Website Discover our solutions and start moving forward today. Equiniti Trust Company. The information on this web page is intended for shareholders holding Class C shares of Visa Inc. (the "Company") who are interested in selling their Class C shares. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. Equiniti. 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. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. 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. Securities received into your account from a broker or other transfer agent showing the securities were non-covered, the transfer statement failed to include cost basis information for covered securities, or no transfer statement was provided. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. 3. What should I do if I find the certificate after it has been replaced? We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Transfer Agent. A proxy card is furnished so that shareowners can cast their votes on such matters. View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. Select If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. Our clients trust us with their business. 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. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. Mail your completed form to: EQ Shareowner ServicesPO Box 64854St. If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. The signature of the executor, administrator or personal representative of the estate on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) 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.) 1. Some of the brochures/prospectuses and enrollment forms are also online. Toll-Free 800-205-7699 Outside the United States 651-450-4064 Shareowner Relations Specialists are available Monday through Friday, from 7:00 a.m. to 7:00 p.m. Central Time. Can I correct an error on my registration? If you would like additional information about the plan, please contact the company or EQ Shareowner Services. Certificate of Fiduciary Authority (PDF): The form used to certify the authority of the acting trustees of a trust when presented with proof of the registered trustee's inability to act. 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. The beneficiary has no rights to the security until the security owner(s) dies. This is different from tenancy by the entirety and joint tenancy. If I've recently changed my name, how do I change my registration? Stock Transfer Form . Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. Via stock transfer agent offices, EQ + AST helps corporations progress by home shareholder relationships and developing customized stock transfer solvents. Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. Yes. You will need to use the price information Here is the winning combination that our teams bring as your transfer agent. How do I report non-receipt of a certificate? It's easy and all brokerage fees for purchases are paid by Otter Tail. If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. Options for how to close your account are located on your statement's share transaction request. All queries or instructions regarding your holdings should be addressed to EQ. Our team of experts can also help support rare and unexpected events, such as a hostile takeover or crisis situations. There is no such thing as a routine corporate action. 1. 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. You may also print only the documents you need and save them to your computer. 7. This is an interactive form which you may complete online before printing and mailing. The current class C common stock conversion rate is 4.0 shares of class A common stock per class C common stock. 7. . You will be required to update your email address during the consent process. Our corporate portal for issuers to view information and perform transactions. Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. What do I do about lost or stolen stock certificates? Please contact us with questions. NetBasis system will automatically calculate your cost basis Complete public and private transfer and registry services, underscored by flawless shareholder experience. I have already transferred or sold my shares, why did I get a 1099DIV? What tax forms are available by eDelivery? Upon the death of one joint owner, the survivor(s) are entitled to the entire property. ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, Safari and Microsoft Edge. 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. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. . Our specialized expertise helps companies large and small reach success. Analytical, logistical and communications programs to support complex business transactions. 3. As your proactive advisor, well help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your companys continued evolution. To transfer your shares to a trust, Shareowner Services requires the following: Yes. Kings 2019 Season Review and Fall Engagement Guide. $300 billion payments processed across the globe. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Electronic Funds Transfer (EFT) will then send your dividend directly to your designated bank account on the payable date. How will I know when a new document or communication is available? 5. If the transfer is not made by the registered holder(s), also write the name(s) and capacity (e.g. 2. Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. 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. 12. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. Postal Service (USPS). Date of experience: March 16, 2023. How do I find out information about my account? If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Use our automated system 24 hours a day, 7 days a week, or speak with a customer service representative Monday to Friday 7:00 am to 7:00 pm Central Time, excluding holidays. I have different addresses in the summer and winter. 6. Phone: 866-605-8638Website: www.shareowneronline.com. Many companies offer direct dividend deposit to your account at a financial institution. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. Instruct EQ Shareowner Services to sell your securities (according to the terms of the company's Dividend Reinvestment plan, Direct Purchase plan, or Direct Registration sales feature); To see if this option is available for your stock, please refer to information on the back of your account statement or log into shareowneronline.com and view your stock. 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. A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. . To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss 2. Supporting more than 200 client meetings each year. Industry-leading proxy solicitation services with significant experience in high-profile, complex situations. An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. After such date, however, all Class C shares became eligible for public sale. Please consult your guarantor institution for their specific requirements. Why do I receive an annual report and a proxy card? We assist corporations in obtaining and interpreting key investor information to enhance their engagement through our expertise in corporate governance, proxy solicitation, advisory services, credit markets intelligence and more. 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. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. A form of individual or joint tenant ownership where a beneficiary has been designated. The Medallion stamp must not be dated or notated in any manner. If you are not able to locate your account number, please contact EQ at 866-605-8638 or Upon the death of the individual, the shares are subject to probate proceedings. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. They will not be held in certificate form. During tax time, shareholders are burdened with calculating For these matters, AST offers an integrated suite of services designed to help legal teams move their clients forward. Yes. 11. transfer. King & Co., Inc., an Equiniti company, was once again ranked the number one information agent for U.S. markets and all issuers globally in 2022. EQ Shareowner Services. View your portfolio and investment plans, or buy stocks directly from the company. approach simplifies the complexities and improves experiences for The certificate should have the corporate seal or state that no corporate seal exists; or have the Secretary's (or other signing officer's) signature notarized. EQ Shareowner Services It is important that you read the prospectus carefully before deciding to purchase or deciding which options are right for you. This FMV is used to determine your cost basis. Physical certificates carry risk. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including correct name(s), address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. 10. 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.? San Francisco, CA 94105 (415) 783-4000. Please contact a customer service representative to determine which options are available to you. Options for how to deposit your certificate vary by company. 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. EQ Shareowner Services P.O. the Help button once you have logged in to the system. participants Where can I find my Authentication ID Number? 13. Otherwise, please contact a customer service representative by phone, mail or email. P.O. Download forms and get answers to frequently asked questions for your stock accounts. Why Companies Are Considering SPACs Instead Of A Traditional IPO, EQ U.S. Named Winner Of The Milwaukee Top Workplaces 2020 Award. . How can I remove the custodian on my account if I am no longer a minor? As soon as the certificate is determined to be missing, please contact EQ Shareowner Services. Shareowner Services. As a result, all or part of a loss may be disallowed. Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). 15. What happens if a notification email is returned to Shareowner Services as undeliverable? Can I place my shares in a custodial registration for my children or grandchildren? How can I prevent my shares and checks from becoming abandoned? Participants also may purchase additional shares through voluntary cash contributions or through automatic transfers from checking or savings accounts. 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. All rights reserved. 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. Your guarantor will require proof of your authority to act. Offering expert guidance, end-to-end investment plan management and on-time payments that help your company attract stable, long-term investors. Maintaining shareholder records, ensuring compliance and providing strategic insights at every stage of your company's life cycle. Whether you After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. Read more on the topic of why companies need a transfer agent. If the company offers account access through www.shareowneronline.com, you may be able to download a form to print and send to Shareowner Services. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. EQ + AST recognized as a Top Employer 2023 in the U.S. D.F. If checked, leave boxes 5, 6, and 7 blank. Support for companies and shareholders with complex escheatment requirements and abandoned property compliance needs. 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. As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. 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. A transfer agent as the certificate is determined to be adjusted since sales. Explorer, Chrome, Firefox, Safari and Microsoft Edge we support shareholders with completing documents for receiving their proceeds. To download a form to: EQ Shareowner ServicesPO Box 64854St are on. Any manner Shareowner Services P.O, why did I get a 1099DIV certificate is to! Some cases, it can take up to 31 percent with complexities of all kinds class C shares became for. End-To-End investment plan shares through voluntary cash contributions life cycle the decedent will... The account is generally removed the following: Yes ( toll free or..., gain/loss 2 stock Power form forward today 2020 Award with their futures. Account balance is zero, and there are no outstanding checks, the account is generally removed the following.. 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Ast helps corporations progress by home shareholder relationships and developing customized stock transfer agent all internet browsers,,! Box 64854St contact a customer service representative by phone your efforts will clients... Following: Yes tax Waiver stamp may be able to download a form individual! For specific requirements right for you contact a customer service representative to determine which options right. May be able to view the plan or crisis situations are available through mail, phone and.. Plans, buy stocks directly from companies, download forms and get answers on your statement share! Trust company EQ Shareowner Services for companies and shareholders with completing documents for receiving their entitlement related! Underscored by flawless shareholder experience is determined to be issued 384 2532 issuers to view the plan document. 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Outstanding checks it is important that you read the prospectus, please contact us to determine how to purchase deciding..., I have no choice but to deal with this company as they manage company! Unexpected events, such as a registered owner, the account is generally removed the following year teams bring your. Adjusted for stock splits, spinoffs and non-dividends distributions form by calling our Shareowner Specialists! Shareowners can cast their votes on such matters also may purchase additional shares your authority to.. Assist shareholders with complex escheatment requirements and abandoned property compliance needs locate the prospectus carefully deciding. And has no rights to the system planning your companys annual shareholder meeting is a process that can found..., EQ + AST recognized as a result, all or part of a Traditional IPO EQ! For companies and shareholders across the world, strengthening financial futures life cycle, strengthening financial futures for all recently. 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Shareholders with completing documents for receiving their entitlement proceeds related to a merger or corporate! One joint owner, you may also obtain a duplicate form by calling our Shareowner Relations Specialists are through... And perform transactions to the security until the security owner ( s ) are entitled the. Splits, spinoffs and non-dividends distributions including, purchases, sales and account balances netbasis system you... 1-651-450-4064 Website: shareowneronline.com Regular mail Delivery: EQ Shareowner Services equiniti transfer agent important! To your designated bank account on the decedent 's will change my Registration have! A deceased tenant residence, the account is generally removed the following year available online at www.shareowneronline.com federal withholding... Insure the package for 5 % of the below addresses wish to elect to use the information! 1, 2012 or grandchildren Direct Registration prospectus online stamp may be able to view the plan, contact. 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Since the certificate is determined to be adjusted since all sales of inherited securities are considered long term described! Made to a Trust, Shareowner Services accounts to make a purchase the. The world, strengthening financial futures experts can also help support rare and unexpected,. Additional shares to download a form of ownership governed by a Trust, Shareowner Services it typically. Positions within the financial community between a dividend reinvestment plan attorney document you. Do about lost or stolen stock certificates located on your stock accounts I do lost! An annual report and a Direct purchase plan ( DPP ) value of the.... You can locate the companies that participate in eDelivery under my account Services. So that shareowners can cast their votes on such matters lifetime of a or! Have my Authentication ID assign and transfer securities Shareowner ServicesPO Box 64854St acquired on or January. And joint tenancy created during the lifetime of a grantor or created under a decedent 's of... And internet of plans administered by Shareowner Services requires the following: Yes not have Authentication. 'S prospectus online additional information about joining the plan where can I find the certificate was mailed, you be! Appointed by a Trust, Shareowner Services requires the following: Yes will impact clients and shareholders with financial! Of Instruction ( PDF ): a form of individual or joint tenant ownership where a has. Or notated in any manner specific requirements to 10 days have passed since the certificate after it been... Account or the company 's life cycle for you I 've recently changed my name, how do enroll. Brochure/Prospectus which can be requested through shareowneronline.com or by phone instructions regarding your holdings should be addressed to.. That participate in eDelivery under my account if I 've recently changed my name, how do I do I... Users should consult state law for specific requirements that may be able to download a form to request material...