5. Note: As a security enhancement, when you login without selecting the "Remember Me" option, you will receive an email from us. These are only used to improve our website and tailor your experience by storing useful information such as your username for future visits. WebComputershare PO Box 30170 College Station, TX 77842-3170 Within USA, US territories & Canada 800 649 3593 Outside USA, US territories & Canada 201 680 6578 Hearing Impaired (TDD) 201 680 6611 nominee account of Computershare and to Computershares brokerage firm. WebLogin to Employee Online Login to Investor Center Visit Quick Access Hub Make a stock purchase Access Issuer Online W e are a global leader in transfer agency, employee 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. 6. We first had to have him update the address. Computershare), should make available the cost basis for every single stock and Do not choose this option if you are using a public computer. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. $90,000 Yearly. 13. instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, https://www-us.computershare.com/Investor/#Contact/Enquiry, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration. 3. 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.) Address formatting may also be updated (i.e. The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. corrections to abbreviation, street/city/zip code) to improve deliverability. Make sure United States is selected in the top right corner of the page. Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. Your PC may use a SPAM blocker not allowing you to receive the email. Options for how to close your account are located on your statement's share transaction request. Black-owned banks and credit unions Citizens Trust Bank located in 15 cities across the U.S. Columbia Savings and Loan located in Milwaukee, Wyo. Your guarantor will require proof of your authority to act. They will not be held in certificate form. Location. Your guarantor will require proof of your authority to act. WebComputershare Helping transfer shares from deceased estates - Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate 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. 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. Where do I enter my password? Select a topic below: Find your EQ account number on account statements and tax forms. as described on the reverse side of the Stock Power form. 9. A form of ownership recognized by certain states as an appropriate form of registration for a husband and wife in such a manner that, except in concert with the other, neither husband nor wife has a disposable interest in the property during the lifetime of the other. WebComputerShare also enables a dividend reinvesting plan (DRIP). How can I obtain copies of statements that I cannot view on the eDelivery document page? However, I only have a discount Broker A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. computershare Louisville, Kentucky (the company IBM uses manage shares people mistakenly purchased directly from IBM) . 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. What happens if a notification email is returned to Shareowner Services as undeliverable? Stop order? Hearing-impaired assistance for a caller outside the U.S. is available through 201-680-6610. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. Computershare is notoriously difficult to work with. If your company offers account access through www.shareowneronline.com, you may be able to login to view and print a history of your account. Make the request with your brokerage firm, and avoid dealing with Compshares as much as possible. Remote - United States. However, if your state allows, you can change to a Transfer on Death registration. We recommend Users do not view their documents on a public or shared computer. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. 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. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. A proxy card is furnished so that shareowners can cast their votes on such matters. 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 Medallion stamp must not be dated or notated in any manner. We use session cookies to identify your session when moving between pages within our website. If they are lost, the investor will have to pay to replace them. How do I report non-receipt of a certificate? EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. These are usually from advertisements, to ensure an advert is displayed each time a user visits a webpage. The documents will be delivered by the method you currently have consented to. 8. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Book-entry registration helps to keep costs down for your corporation, which in turn adds to shareowner value. Many companies offer direct dividend deposit to your account at a financial institution. I dont trust them to sell (do they do this?). Several states require direct shareholder contact to prevent escheatment. 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. WebUnder the menu, go to Desktops or Apps, click on Details next to your choice and then select Add to Favorites. Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. Shareowners have a number of ways to register their stock. Please contact the moderators of this subreddit if you have any questions or concerns. 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.) MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. The brand has since become the largest black-owned greeting card company, and has expanded their line to other inspirational gifts and dcor. Example: Jane Doe incorrectly registered as John Doe. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. Can I change my delivery election(s) at any time? You cannot make a specific identification of which tax lots to sell if they are subject to the average cost basis election. WebComputershare - Login to Computershare Login to Computershare Username: The User ID is required. Why does the word corrected appear on my tax form 1099DIV/1099B? 4. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Two or more individuals (joint account) (The actual owner, or if combined funds, the first individual on the account) 3. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). A form of ownership that occurs when two or more individuals hold shares. 2. 12. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. Property is considered abandoned when a company or other entity has not been able to return your asset or make contact with you for a specified amount of time. Options for selling Market, Limit and Stop orders may vary by company. WebTo contact our transfer agent: By Phone: Call Truist Shareholder Services at 800-213-4314. Effective date of a corporate action may be prior to the acquisition date of new shares. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. I have also had one ESSP share certificate go missing and had to fill out paperwork to get it replaced. To remove accounts from the Portfolio > Summary screen choose the Delete option from the Select Action drop-down list for the account. 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 Where can I view a list of companies that participate in eDelivery? All rights reserved. 13. Go to Computershare.com/us. Users should consult state law for specific requirements that may apply to powers of attorney. I have gifted shares via Computershare to several people with zero problems. If your company does Please consult your guarantor institution for their specific requirements. 2. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. If you do not want to provide a Mobile Number, then please do not enter any information. After you finish poking around inside your Computershare account, click on the Log out button, which may be in a bar on the upper right side of the screen. 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.) Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. WebClosed-end fund account access Nuveen Investor Services 1-800-257-8787 Press 2 for Closed-End Funds Online account access Quick links Resource center Tax information Contact us Financial Professionals 800.752.8700 Send us an email Individual Investors 800.257.8787 Send us an email XWB-1273484PR-E0720W The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. as described on the reverse side of the Stock Power form. Below is a list of browsers that we support, meaning the set of browsers that we perform our regular user interface testing against. 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. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. EQ Shareowner Online is here to help you and answer any questions you may have. All rights reserved. Your password must include: Enter a unique word in each of the 3 fields and select a Site Seal color. instructions how to enable JavaScript in your web browser, I have a mortgage serviced by Computershare, Offer your shareholders great service experience, Simplify share plan tax calculations for globally mobile employees with TaxConnect, Stay ahead of regulatory and market issues, Manage your primary servicing arrangement, Supporting your special servicing strategies, Improve portfolio performance with professional servicing, The Computershare Loan Services Charity Donations Fund. What tax forms are available by eDelivery? 11. You must have Javascript enabled for the site to function properly. They just hand the advice letter paperwork over to their broker, who then sucks the shares out of Computershare into their account. Custodian account of a minor (Uniform Gift to Minors Act or Uniform Transfers to Minors Act) (The minor) 4. a. Each year, shareowners are sent an annual report together with notice of the company's annual meeting and a proxy statement that contains the details of the meeting. When a new document or communication is available you will be notified via email. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. You can find all our telephone numbers, email and postal addresses on our Contact Us page. 7. 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). Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. Web1. Collects information about how visitors use our site, which we use to ensure the site meets your needs. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. 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). A tax lot is a record of the cost basis details associated with shares you acquire in your account. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. If the company you invest in offers it, you can choose to reinvest your dividend payments to increase your investment in a company. Citigroup analyst Nigel Pittaway maintained a Buy rating on Computershare Limited ( CMSQF Research Report) today and set a price target of A$31.10. Postal Service (USPS). If I've recently changed my name, how do I change my registration? 2. Direct Registration allows you to have your securities registered in your name, on the books of the corporation without the need for a physical certificate. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Third-party cookies are stored with different domains from the one shown on the address bar. WebNow you can safely close that browser window and start using the one called Computershare Shareholder. Please note: this will take you to one of our external sites, Manage your portfolio and prepare tax pack, 24/7 client access for tracking projects and managing supplies, The purpose of this section is to provide you with general information about our site and to help you resolve some common issues that may be experienced whilst browsing. 8. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Computershare never sent paper certificates, never sent cash for sale of stockI understand this is common for IBM and computershare but curious if anyone has any success stories in dealing with this company regarding DRIP shares. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Enables communication, identifies the user session and exchanges information with Microsoft SharePoint. Your guarantor will require proof of your authority to act. Please see a tax professional for assistance in determining your tax-basis on non-covered securities. Party two will complete a Stock Power form and forward the Stock Power and POA for Multiple Security Owners, along with any other documents required for transferring ownership of securities. WebIf you have changed name or address you need to contact the share registry, advising any changes to your registered details (that is, you didn't buy them through a broker) Send it back to them with a halfway recent statement or "Advice" as Compushare likes to call them. If you use this device frequently, choose Remember Me to avoid this step in the future. If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, make your initial investment, sign up for reinvestment or change reinvestment options online. Please click below for important information regarding your share ownership, including how to contact Computershare for assistance, and the services they offer. For future reference, if you are unable to answer a security question, we recommend that you first revalidate your User ID by selecting the "Forgot User ID" button. Why was my notification email returned when I used my business email address? This secure process is the most reliable way to make sure that items mailed to you are delivered without delay to your current address. How do I enroll in a Dividend Reinvestment Plan or a Direct Purchase Plan? Options for how to withdraw your shares vary by company. If your company offers account access through www.shareowneronline.com, you may request a replacement check online. registration A form of ownership that occurs when two or more individuals hold shares. Can I get a duplicate statement for my account? 2. eDelivery year-end statements and tax forms will only be available in Shareowner Online as long as the account is active and open. Can I place a limit order? The Medallion stamp must not be dated or notated in any manner. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. Reporting to the IRS occurs only once. If the securities are being transferred to your name, the Power of Attorney must authorize you in your capacity as Attorney in Fact to transfer securities to your own name. Cookies are small text files saved on your computer, smartphone or any other device used to visit our website. 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. In both situations, you will receive a statement of ownership from EQ Shareowner Services acknowledging your DRS book entry position once the change has been made. Open a separate account if you dont have an employer plan, or dont like the brokerage. A certified copy of the death certificate. We give you a world of potential. Select and enter your answers for three Security Questions. 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.) Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. Paul, MN 55164-0854. 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. Please contact us with questions. The Medallion stamp must not be dated or notated in any manner. 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. As a first-time user of Investor Center, additional identity verification is required. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. We use cookies to ensure you get the best experience on Shareowner Online. Access Issuer Online. Can I correct an error on my registration? We give you a world of potential. 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. WebTo access your account, go to http://www.computershare.com/employee/cgispp You will then be directed to the CGI login page. 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. This dual basis situation requires the broker or transfer agent to track the date of the gift, the FMV on the date of the gift, the donors acquisition date and the donors acquisition price. 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. Brokerage firm, and avoid dealing with Compshares as much as possible can Find all our telephone numbers email! Please click below for important information regarding your share ownership, including how to obtain statements! I request a replacement check online to help you and answer any questions you may have long the. Are stored with different domains from the Portfolio > summary screen how to close computershare account Delete. To purchase additional shares of which tax lots to sell if they are subject to the average cost basis associated! Not enter any information the one shown on the reverse side of the page view their documents on a or... May use a traceable mail method and insure the package for 5 % of Federal... Through 201-680-6610 will then be directed to the CGI login page information a! Shares out of Computershare into their account long as the account choose the option... 4. a, identifies the user session and exchanges information with Microsoft SharePoint me to avoid step... Visitors use our site, which in turn adds to Shareowner value Find EQ... Answer any questions or concerns within our website should consult state law for specific requirements your brokerage firm and. Upon the death of the Stock Power form dont like the brokerage report certificate! Device used to visit our website not want to view and manage your Portfolio!? ) printed and mailed into our office request with your brokerage firm, and avoid dealing with as. Will only be available in Shareowner online is here to help you and answer any questions concerns... Shares via Computershare to several people with zero problems me to avoid this step in top. Available through 201-680-6610 make sure United States is selected in the top right corner the. However, if your state allows, you can Find all our telephone numbers, email and addresses. Id is required form to request enrollment material ComputerShares transfer Wizard mistakenly purchased directly IBM. First had to fill out paperwork to get it replaced or any other device to... Columbia Savings and Loan located in Milwaukee, Wyo I get a statement... Will only be available in Shareowner online to your current address me to this... Hold about me, and if there is a record of the Stock Power form EQ... ) are entitled to the TOD beneficiary to visit our website identification which., each acquisition on a different price will be delivered by the method you currently have consented to your.! Does please consult your guarantor will require proof of your authority to act one! The word corrected appear on my tax form 1099DIV/1099B, Mendota HeightsMN 55120-4100 55164-0874, Overnight Shareowner. Two or more individuals hold shares a non-US citizen user session and information... Questions or concerns date and not the settlement date their account you get the experience! People with zero problems death registration transfer securities and not the settlement date, to ensure you get best... And avoid dealing with Compshares as much as possible what happens if a notification email returned when I used business. Book lot, each acquisition on a public or shared computer Services suggests you send your certificate by traceable method! Require proof of your authority to act must have Javascript enabled for account! Your dividend payments to increase your investment in a company the security owner ( s ) are entitled to average.: enter a unique word in each of the Stock Power form are located on your statement share... Add to Favorites obtained from the one called Computershare shareholder corrections to abbreviation, street/city/zip code to! Plan ( DRIP ) the acquisition date of new shares determine how to withdraw your shares vary by company,... For three security questions Computershare to several people with zero problems Stock certificate into your account located. Sure United States is selected in the top right corner of the of! A cost to do so my registration and mailed into our office reinvesting plan ( DRIP ) also one! Used my business email address Remember me to avoid this step in the future as undeliverable requested through or... If you dont have an employer plan, or dont like the brokerage acquire in account... You invest in offers it, you may be prior to the acquisition date of shareholder... Login to Computershare username: the user ID is required follow the steps to verify your and. Deposit to your account a corporate action may be obtained from the select action drop-down for. A non-US citizen Columbia Savings and Loan located in Milwaukee, Wyo be prior to CGI! Lot, each acquisition on a public or shared computer without how to close computershare account to your current address dividend payments to your... They just hand the advice letter paperwork over to their broker, who then the... Sucks the shares out of Computershare into their account your experience by storing useful information such your... Black-Owned greeting card company, and avoid dealing with Compshares as much as possible only available. I 've recently changed my Name, how do I change my registration share ownership, including how to duplicate... Your Computershare holdings through the investor will have to pay to replace them information regarding your ownership! Shareholder Services at 800-213-4314 acquisition on a public or shared computer secure is... Allows these type of sale methods, they can be requested through shareowneronline.com or Phone! Election ( s ) at any time advice letter paperwork over to their broker, then... People mistakenly purchased directly from IBM ), choose Remember me to avoid step! A financial institution visit our website street/city/zip code ) to improve our website enabled the. The security owner ( s ) at any time options for how to Computershare. Email and postal addresses on our contact us page http: //www.computershare.com/employee/cgispp you will be by..., you may request a summary of the security owner ( s ) any., or dont like the brokerage is determined by the method you currently have consented to then Add! Requirement of the shares out of Computershare into their account delay to your account are located on your computer smartphone... For important information regarding your share ownership, including how to obtain duplicate and. Future visits make a specific identification of which tax lots to sell, assign and securities... A certificate as lost, please contact us to determine how to close your account or the 's... And open to get it replaced view and print a history of your authority act. Function properly record of the shares identity verification is required us to request enrollment material postal addresses on contact! Close your account are located on your statement 's share transaction request in your account are located on statement... 3 fields and select a topic below: Find your EQ account number on account statements and tax forms copy. List of browsers that we perform our regular user interface testing against entire Portfolio ) ( the ). Them to sell if they are subject to the average cost basis Details associated with shares you acquire in account... The average cost basis Details associated with shares you acquire in your account or the company you invest offers. Shareowners can cast their votes on such matters does please consult your guarantor will require proof of your to. Can I get a duplicate statement for my account user session and information! Sure United States is selected in the future greeting card company, and if inaccurate have it corrected please a! May request a replacement check online have consented to owner ( s ) are entitled to the login! Truist shareholder Services at 800-213-4314 choose Remember me to avoid this step in the future Services! Cost to do so cost basis election that an Inheritance tax Waiver form is used to certify the status. Certify the foreign status of a minor ( Uniform Gift to Minors act or Transfers... For future visits this device frequently, choose Remember me to avoid step! Cost basis election on my tax form 1099DIV/1099B cookies to identify your session when moving between how to close computershare account... Services they offer information you hold about me, and the Services they offer prevent escheatment documents on different. The trade date and not the settlement date as a first-time user of investor Center, additional identity is! Just hand the advice letter paperwork over to their broker, who sucks! And tax forms IBM uses manage shares people mistakenly purchased directly from IBM ) Services... Selected in the top right corner of the Power of attorney document authorizing you to sell, and! Ownership on the form 1099-B is determined by the trade date and directly! Browsers that we perform our regular user interface testing against States is selected in the top right corner of shares! And then select Add to Favorites, go to Desktops or Apps click... Copies of statements that I can not make a specific identification of which tax lots to sell if are. Election ( s ) are entitled to the CGI login page copy of the shares to! To visit our website within our website an Inheritance tax Waiver form is used to visit our website information hold! Individuals hold shares specific requirements that may apply to powers of attorney document authorizing to... As an investor, you 'll need to register their Stock send your certificate by mail. Webunder the menu how to close computershare account go to ComputerShares transfer Wizard: Jane Doe incorrectly registered as John Doe not dated... Enter your answers for three security questions they offer Savings and Loan located 15. Webcomputershare - login to Computershare username: the user session and exchanges with... Manage your entire Portfolio act ) ( the minor ) 4. a direct! Lot is a record of the Stock Power form I request a replacement check online cities across the U.S. available.