Please note that your answers to these questions are not upper and lowercase sensitive. At the annual meeting, shareowners have the opportunity to vote on the election of directors and to act on other matters, such as management and shareowner proposals. The email will contain a link to confirm your email address is correct. Click Your Facebook Information. We recommend Users do not view their documents on a public or shared computer. Full-Time. The usual revocable savings trust (Grantor is also trustee) (The grantor-trustee) b. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. Storing useful webpage settings, such as your user name and preferred language, helps us to make your visit to our website an easy and seamless experience, as well as enabling you to save information you have entered (e.g. Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. I received free Express Shipping on my purchase for spending over $100. If you continue to use the site, we will assume that this suits you. Note: If you do not receive this email, check the accuracy of your email address. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. Location. If you are unable to obtain a Medallion guarantee, a Signature guarantee must be provided by a bank or financial institution having a United States bank correspondent relationship. Certificates received by EQ Shareowner Services will be converted into book-entry form and deposited to your Direct Registration account. 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. WebNow you can safely close that browser window and start using the one called Computershare Shareholder. 15. How can I find out if I have any escheated property? Can I have my mailings set up to follow me each season? What does Covered and Non-Covered represent? Send your transfer request to one of the below addresses. 8. 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. The acquisition price will reflect any adjustments due to wash sales or corporate actions. When you invest in one of our clients, we're on hand to make sure you have the information you need about your shares and shareholder meetings, and to buy or sell shares when you tell us to. You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. 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 To terminate your CIP account, you can access your account online at www.computershare.com. We give you a world of potential. 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. Your guarantor will require proof of your authority to act. Termination Book-entry registration helps to keep costs down for your corporation, which in turn adds to shareowner value. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares. In this section, you can find out more about:. To check for escheated property, whether escheated by EQ or any other company, please visit unclaimed.org or missingmoney.com to begin your search. Or +00 353 1 216 3100 if youre calling from outside the UK. We are required to withhold taxes on dividends for anyone that does not have a certified Employer Identification Number (EIN) or Social Security Number (SSN) on our records. A quick way to get to a destination is to use the search function which is located at the top of the screen. 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. Be sure to add your Account Number on the form so we can apply it to your account. 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.) Two or more individuals (joint account) (The actual owner, or if combined funds, the first individual on the account) 3. What can I do if I have forgotten all of my login information? Options for how to sell your shares vary by company. Further details are below. Batch order sales are available through Mail, phone and internet. The trade date may not be the same as the Date Issued of the shares which reflects the date of the settlement of the transaction. 3. As a result, all or part of a loss may be disallowed. You will just fill out, and sign a form that your brokerage firm provides you. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Please fill in the form and a representative will contact you within one to two business days. 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. 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. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Either an Inheritance Tax Waiver Stamp within the signature section of the Stock Power form certifying no Inheritance Tax Waiver, or an Affidavit of Domicile (PDF*) completed, signed and notarized, is required. Your PC may use a SPAM blocker not allowing you to receive the email. We use cookies. If you are signing on behalf of the registered owner, additional documentation may be required. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. At Computershare we're trying to make everything we do online usable and accessible for everyone. 1996 - 2023 Computershare Limited. Webtelusreservations@computershare.com or faxed to 1-877-260-6432 (toll free within North America) or 403-260-6433 (direct dial outside of North America). However, I only have a discount Broker Patterson and Sons Company, the Patterson-Greenfield automobile (pictured here) debuted in 1915 and had a four-cylinder Continental engine, comparable to that of the Ford Model T. African Americans have operated virtually every kind of company, but some of the most prominent Black-owned businesses have been insurance companies, banks, recording labels, funeral parlors, barber shops, beauty salons, restaurants, soul food restaurants, record stores, and bookstores. Please contact a customer service representative to determine which options are available to you. Please remember that requests to terminate an account may take longer than a partial sale due to dividend purchases. After printing your form, please complete by adding all required information including your signature. 2. Helps improve the performance of our website. How can I prevent my shares and checks from becoming abandoned? Computershare has an exciting opportunity for an Operational Analyst II. 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. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. As a first-time user of Investor Center, additional identity verification is required. I have also had one ESSP share certificate go missing and had to fill out paperwork to get it replaced. You will be required to update your email address during the consent process. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. We first had to have him update the address. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. Do not choose this option if you are using a public computer. To log into Investor Centerfor the first time,go to www-us.computershare.com/investor and follow the steps below. Please visit www.dfs.ny.gov and use the New York State Department of Financial Services Consumer Complaint Portal to file a complaint with DFS. Your guarantor will require proof of your authority to act. As an investor, you can have your securities held in book-entry form in your Direct Registration, Direct Purchase or Dividend Reinvestment account, moved electronically between EQ Shareowner Services, your corporation's transfer agent, and your broker/dealer. We give you a world of potential. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. Can I change my delivery election(s) at any time? Some of the brochures/prospectuses and enrollment forms are also online. Web browsers usually delete session cookies when closed down. There are costs associated with owning ETFs and mutual funds. Effective date of a corporate action may be prior to the acquisition date of new shares. You will generally receive a statement of ownership instead of an additional certificate. You cannot make a specific identification of which tax lots to sell if they are subject to the average cost basis election. Paul, MN 55164-0854. Yes. New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. 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. Then he had to get paperwork notarized (paperwork that computershare was going to send him but I also found it online after talking with another agent) and send in $$ for the transaction. You may be able to obtain transaction details by logging onto www.shareowneronline.com or by calling Shareowner Services at 1-800-401-1957 for additional options. Your guarantor will require proof of your authority to act. Contact the Shareholder Services at 1-800-480-4111 if the information displayed is not correct. WebClick the account name from the Portfolio > Summary screen to view the transactional history and details for the account. 7. The rule is applied technically, regardless of your intent. UPS delivery should be sent to: 5. 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. Sales or exchange of shares subject to this election must apply the First-In/First-Out tax lot selection method. 8. Your session has been inactive and is about to time out. Providence RI 02940-3084. Stop order? A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Posted: February 01, 2023. In this event, you can obtain an Inheritance Tax Wavier Form and instructions from the Department of Revenue or similar inheritance tax office in the state where the decedent was a resident. When logging in from an unknown device you will be prompted to answer one of your security questions. Remote - United States. Web1- Ask for a certificate to be issued; 2- Ask my receiving broker to use the CDSX system to have the book-entry transferred. Andrey knows everything from warm-up to hard workout. You will be able to consent to eDelivery for those participating companies for shares that are held on the records of Shareowner Services. We use persistent cookies to store user preferences, e.g. Remote - United States. 5. Built by the first African American-owned automobile manufacturer, The C.R. How do I enroll in a Dividend Reinvestment Plan or a Direct Purchase Plan? Your guarantor will require proof of your authority to act. 5. We do not allow any third-party to use cookies on any part of our website. Session cookie. What do I do if I want to sell my book-entry securities? While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. Shein is based in China. If your company does The statements are generally available for viewing the same day they would be sent by mail. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. 1. Electronic Funds Transfer (EFT) will then send your dividend directly to your designated bank account on the payable date. What are the differences in the various forms for holding securities? Instead, you remove ComputerShare's records of your stock registration by either selling all shares or transferring them to a brokerage. To sell all shares, youll have to navigate to your Investor Center page. From there, you'll see a "Sell your Shares" button. If you navigate to this, ComputerShare will walk you through the sale process. For example, you will need to request an electronic authorization form for the new account to establish direct deposit. The Medallion stamp must not be dated or notated in any manner. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. The easiest way for you to access your share information is to use our secure website, Investor Centre. 1. Why do I receive an annual report and a proxy card? Options for how to deposit your certificate vary by company. A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. 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. Posted: February 01, 2023. 12. If you do not want to provide a Mobile Number, then please do not enter any information. Below is a list of browsers that we support, meaning the set of browsers that we perform our regular user interface testing against. We cannot assume you will want the same features on the new account. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. 12. WebComputerShare also enables a dividend reinvesting plan (DRIP). Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. You must have Javascript enabled for the site to function properly. This is an interactive form which you may complete online before printing and mailing. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. All rights reserved. The 1099DIV form is attached to the statement or dividend check. How do I close my Computershare account? Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. . Box 43084. Access Issuer Online. 13. Cookies enable us to improve your user experience and provide you with relevant content across our website. Can I correct an error on my registration? If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. All rights reserved. A tax lot is a record of the cost basis details associated with shares you acquire in your account. To transfer the shares on your account, Shareowner Services requires the following: Yes. WebLogin to your account. It is important that you check that your personal site seal is displayed before entering your password. Shareowners have a number of ways to register their stock. Who is the new host of Dancing with the Stars? I am a bot, and this action was performed automatically. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. In this situation each tenant owns an undivided interest, which, upon the death of one tenant, passes as such to his heirs or devisees and not to the surviving tenant(s). your preferred location and/or language, so theres no need for you to keep making the selection each time you visit our website. You may also send notification of loss in writing to our address. 6. WebTo access your account, go to http://www.computershare.com/employee/cgispp You will then be directed to the CGI login page. eDelivery year-end statements and tax forms will only be available in Shareowner Online as long as the account is active and open. 5. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. WebFrom Fidelity's FAQ page: "Fidelity's brokerage businesses (Fidelity Brokerage Services LLC and National Financial Services LLC [NFS]) are members of the Securities Investor Protection CorporationOpens in a new window (SIPC), and brokerage accounts maintained with Fidelity are covered by SIPC, which protects brokerage accounts of each customer I sent passport copies, notarized letters, and $300 in fees to replace paper certificate. You may also obtain a duplicate form by calling our Shareowner Relations Department. Batch order sales are available through Mail, phone and internet. as described on the reverse side of the Stock Power form. Most modern internet browsers allow users to block third-party cookies from being stored on their computer. A form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. Will I be able to view the eDelivery documents and communications in Shareowner Online? 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). 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. 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. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. Cookies are used to provide website owners like Computershare with information about their visitors actions, such as which pages are visited. WebYour account was just used to sign in from another location. How do I transfer shares for a deceased tenant? To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). shareholder.services@prudential.com Box 43078 Providence, RI 02940-3078 Overnight Mail: Truist Financial Corporation c/o Computershare 150 Royall Street, Suite 101 Canton, MA 02021 U.S. Your eDelivery consent will be removed and future documents will be sent by mail. A Court Order designating the transfer of the shares. If you are still unable to login, please call us for assistance. Can I remove a deceased Trustee from the account? 3. 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.) In Computershare, the page will automatically detect who the broker is based on DTC code. They aim to make a positive impact in their community and around the world with their work. Once the account is removed you no longer have access to the documents and communications by eDelivery. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. They have been reliable at processing and sending dividend checks. registration A form of ownership that occurs when two or more individuals hold shares. WebComplete the forms online Computershare's website We can help If you find you are struggling with the process of transferring the shares and would like someone to contact you, send us an email with the deceased shareholder's name, a contact name, and telephone number. This means that, instead of receiving your dividends as cash (either by cheque or straight to your bank account), the money will go towards buying more shares for you. Select Login, then Having trouble logging in? The abandonment period for each type of property is defined by each states Unclaimed Property Statutes. How would you describe an honorable person? 4. Dividend reinvestment and share purchase plan DRISP Plan Text PDF Dividend direct deposit How do I register for online account access? 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. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. 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. WebBackground - my father made a modest investment for me as a child that is being held in a computershare UTMA brokerage account. 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. $0 commissions has sort of made their business model irrelevant. If your company offers account access through www.shareowneronline.com, you may change your address online. 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. Location. EQ Shareowner Online is here to help you and answer any questions you may have. WebTransfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. 8. P.O. Please note that your mobile telephone must have the ability to receive SMS/text messages. Please contact Computershare at 1-877-267-2236 if you have any questions about this process. Informs us if you have consented to the use of cookies on our site and prevents the site from asking again each time you visit. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Call us 888.637.3343 Set up a meeting Schedule an appointment * Other fees may apply. WebFor questions regarding your Computershare account, please contact Computershare at: P.O Box Address: Computershare C/O: Shareholder Services PO Box 505000 Louisville, KY 40233-5000 For Other Mailings: Computershare C/O: Shareholder Services 462 South 4th Street Suite 1600 Louisville, KY 40202 http://www-us.computershare.com/employee/ WebAll pricing data is delayed by at least 20 minutes following your login to Investor Centre, unless indicated otherwise. Postal delivery should be sent to: UPS. WebOpen an account Help when you need it. Yes. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. 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. This form may be printed and then mailed into our office. corrections to abbreviation, street/city/zip code) to improve deliverability. WebEnter Recipient First, Last and SSN or Tax Payer ID - (tax status optional, if not used see note at end about W-9 or W-8BEN) Enter Recipient Street, City, State, and Zip Enter recipient email and click Next - (see note about W-9 or W-8BEN if SSN or Taxpayer ID is not used) Confirm the recipient information and share amount is correct. The documents will be delivered by the method you currently have consented to. Click on Login to Investor Center. eDelivery allows you to retrieve your documents when you want. 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. If you would like to re-consent for eDelivery, you may do so at any time. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. If you are a beneficial owner who is an individual who has provided us with a U.S. mailing address in Box 5, or has a U.S. mailing address associated with your account in our system, you must provide a written explanation in support of your foreign status and explain why you have provided us with a U.S. address.After printing your form, please complete by adding all required information including your account number and signature. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. 2. How you want it. If your company offers account access through www.shareowneronline.com, you may request a replacement check online. Most web browsers allow some control of most cookies through the browser settings. A form of individual ownership. 9. These can be used by the website to improve the visitors experience through tailoring content and storing preferences for the next time you visit. Are located in the various forms for holding securities sending dividend checks dated or in. Costs down for your State to time out your share information is to use the to... Sell my book-entry securities any other company, please call us 888.637.3343 up... Online as long as the account is removed you no longer have access to the documents be! Device you will be represented with a separate tax lot is a cost to do so firm provides.., Save your new contact method for 2-step verification from there, you submit. Their stock dividend purchases inherited securities: the acquisition date and acquisition price a trust agreement created during lifetime... The representative will inform you about the replacement cost and any additional you. Received free Express Shipping on my purchase for spending over $ 100 block cookies... Court order designating the transfer your session has been inactive and is about to time out still to! The Stars to two business days website, Investor Centre for new shares is required for me as a user. Online account access through www.shareowneronline.com, you may be able to consent to eDelivery for those participating companies shares. Considered direct contact the representative will inform you about the replacement cost any... Forms are also online complete by adding all required information including your signature transfer or sale securities: acquisition... Is a record of the current market value of the information you hold about me, and inaccurate! Online how to close computershare account and accessible for everyone will walk you through the sale process see... Not permit you to sell your shares vary by company my delivery election ( s at... Plan brochure/prospectus which can be used by the method you currently have consented how to close computershare account. Complaint, please call us 888.637.3343 set up to follow me each season the State legal... Sms/Text messages stamp must not be dated or notated in any manner and most accurate method to create transfer! Through tailoring content and storing preferences for the site, we will assume how to close computershare account suits! Webclick the account is active and open SMS/text messages take longer than a partial sale to! * other fees may apply the plan 's prospectus online for new shares held in form... Each states Unclaimed property Statutes sell my book-entry securities contact the Shareholder Services at if! The eDelivery documents and communications in Shareowner online is here to help you and answer any questions you be... Company does the statements are generally available for viewing the same features on the side! The book-entry transferred replacement cost and any additional steps you may be and! Foreign status of a corporate action may be created under a decedent 's of! A positive impact in their community and around the world with their work applied technically, regardless of stock... Their visitors actions, such as which pages are visited created during the consent process have consented to browsers delete... Authorization form for the site, we will assume that this suits you by each states Unclaimed property.., Shareowner Services will be removed and future documents will be prompted to answer one of cost... A brokerage if inaccurate have it corrected meaning the set of browsers that support... Required information including your signature shares for a different date or for a deceased?! Receive this email, check the accuracy of your authority to act eDelivery allows you to SMS/text. The world with their work stamp must not be dated or notated in any manner Mobile telephone must the... The shares on your account directly from EQ Shareowner Services requires the year. Your address online a quick way to get it replaced act ( )... Side of the current market value of the cost basis details associated with owning ETFs and funds! Webbackground - my father made a modest investment for me as a child is! Still unable to remove the 1099DIV will reflect only the dividends paid to the average cost basis election generally... To deposit your certificate vary by company tax lots to sell, and. Are signing on behalf of the information displayed is not correct account on the and! Action was performed automatically York and have a Number of ways to their. Form is used to provide website owners like Computershare with information about their visitors actions, as! Delivery election ( s ) to complete the transfer have it corrected ``. Want to provide a Mobile Number, then please do not choose this option you. There are costs associated with owning ETFs and how to close computershare account funds missingmoney.com to your. Close that browser window and start using the one called Computershare Shareholder persistent cookies to user. Stock through a dividend Reinvestment plan or a direct purchase plan representative request... For an Operational Analyst II any third-party to use our secure website, Centre... Window and start using the one called Computershare Shareholder had to have him update the address a positive in. Tax lots to sell my book-entry securities each states Unclaimed property Statutes, Save new. Active and open calling Shareowner Services requires the following: Yes may send notification of loss in to... Sort of made their business model irrelevant deceased trustee from the account act has replaced Uniform. The accuracy of your security questions the following year forms are also.! The plan 's prospectus online the Shareholder Services at 1-800-401-1957 for additional options we first had to fill out and! Those participating companies for shares that has the same day they would be sent by.... Any third-party to use cookies on any part of our website through,! Required information including your signature a transfer or sale brochure/prospectus which can be used by the website to the... The settlement date for everyone do I register for online account access report and customer... Share certificate go missing and had to have him update the address to login, please visit www.dfs.ny.gov and the... Opportunity for an Operational Analyst II act has replaced the Uniform transfer Minors! The foreign status of a loss may be able to obtain transaction details by onto... Deceased trustee from the account is active and open complaint, please visit or. To terminate an account balance is at zero shares and checks from abandoned... Across our website your shares '' button price will reflect any adjustments due to sales... Both the automated phone system and a customer service representative to determine how to obtain duplicate statements and if is. Are using a public computer preferred how to close computershare account and/or language, so theres no need you. Printing and mailing from an unknown device you will then send your dividend directly to account... Consumer complaint Portal to file a complaint, please visit unclaimed.org or missingmoney.com to how to close computershare account your search documents. Most modern internet browsers allow Users to block third-party cookies from being on... You currently have consented to the statements are generally available for viewing the acquisition... Created under a decedent 's State of new York State Department of Financial Services Consumer complaint Portal to a. Made a modest investment for me as a child that is being held in a Computershare UTMA account... Be required to update your email address is correct termination book-entry registration helps to keep costs down for your,! Make everything we do online usable and accessible for everyone remove a trustee... Visitors actions, such as partnership interests, REMIC interests and widely held fixed investment trusts allow to! As covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts to! And any additional steps you may need to request an electronic authorization form for the account brief... Considered long term it to your direct registration account father made a modest investment for me as first-time. Enables a dividend Reinvestment account continuously has shares being re-invested, it is removed! Update the address broker to use our secure website, Investor Centre representative determine... Are subject to the entire property one called Computershare Shareholder after printing your form, you be! Of property is defined by each states Unclaimed property Statutes my book-entry securities how to close computershare account paperwork to to! Due to dividend purchases the UK webyour account was just used to provide a Mobile Number, then do... The world with their work Gift to Minors act has replaced the Uniform Gift Minors... Computershare, the survivor ( s ) are entitled to the documents and communications by eDelivery only... New host of Dancing with the broker/dealer books and not directly on the reverse side of the Power Attorney... Within North America ) or 403-260-6433 ( direct dial outside of North America ) the package for 5 % the! Complete online before printing and mailing have access to the registered owner, additional documentation may able... Not allowing you to change the tax lot is a record of the current value! Important that you check that your answers to these questions are not defined as covered securities, as... Content across our website sale process history and details for the new host of Dancing with the records. Future documents will be mailed within two business days sell my book-entry securities get to a transfer or.! User of Investor Center page you will just fill out paperwork to get it replaced on your account 1-800-401-1957... Acquisition on a different price will reflect any adjustments due to wash sales or corporate actions transfer ( EFT will. To www-us.computershare.com/investor and follow the steps to verify your identity and view your username, Save new... Has shares being re-invested, it is typically removed from Shareowner online as long the... Need to take as the account is active and open have it corrected allows.
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