equiniti transfer agent

15. Shareowners have a number of ways to register their stock. Although the number of shares can vary from plan to plan, most companies require ownership of at least one share to enroll in a Dividend Reinvestment plan. Equiniti Trust Company makes dividend reinvestment purchases on about the 15th of every month, so a cash contribution is invested with the next round of purchases. Gifted securities: The acquisition price will be determined by the donors basis, unless the fair market value (FMV) on the date of the gift is less than the donors basis. 5. The current class C common stock conversion rate is 4.0 shares of class A common stock per class C common stock. The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. All securities acquired before January 1, 2011. Address formatting may also be updated (i.e. All queries or instructions regarding your holdings should be addressed to EQ. Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. With automated transition from private to public company Transfer Agent and Stock Plan Administration services, escrow and custodian services from a . A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. A certified copy of the death certificate. Please remember that any requests sent in writing require that all registered owners sign the sale request. Options for selling Market, Limit and Stop orders may vary by company. Maintaining shareholder records, ensuring compliance and providing strategic insights at every stage of your company's life cycle. 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. The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. Website: 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. 6. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. The tausche their physical GE share my for a report of holdings in book-entry form, please contact GE's transfer agent, Equiniti Trust Company, to begin the process. View your portfolio and investment plans, or buy stocks directly from the company. How do I find out information about my account? You may also print only the documents you need and save them to your computer. After printing your form, please complete by adding all required information including your signature. EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . The documents will be provided online in an electronic version (PDF). AST understands and addresses the unique challenges faced by finance teams. Please fill in the form and a representative will contact you within one to two business days. Comprehensive trust solutions driven by experienced and proven transaction processing. We believe in staying ahead of compliance and regulatory changes, in fostering positive relationships with shareholders, and in using technology and strategic acumen to drive decisions. For the best experience, and access to all portions of our site, please ensure your browser is up to date. If the transfer is not made by the registered holder(s), also write the name(s) and capacity (e.g. 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.) What tax forms are available by eDelivery? 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. 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. Authentication ID and check I do not have my Authentication ID. Here's a quick look into the world of a transfer agent. . Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Hear from Katie Sevcik, EQ+AST's former EVP and Chief Operating Officer, as she moderates and leads two panels through legal and regulatory updates at the Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. Once the account is removed you no longer have access to the documents and communications by eDelivery. Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. Offering expert guidance, end-to-end investment plan management and on-time payments that help your company attract stable, long-term investors. When do I need to submit money to make a purchase in the plan? What do I do if I want to sell my book-entry securities? 7. Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. 4. 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. Equiniti Engaged Employer Overview 661 Reviews 249 Jobs 620 Salaries 76 Interviews 167 Benefits 20 Photos 290 Diversity + Add a Review Equiniti Reviews Updated Mar 20, 2023 Find Reviews Clear All Full-time, Part-time English Filter Found 612 of over 661 Sort Popular Popular COVID-19 Related Highest Rating Lowest Rating Most Recent Oldest First 3.4 Many companies offer direct dividend deposit to your account at a financial institution. The Medallion stamp must not be dated or notated in any manner. If you would like additional information about the plan, please contact the company or EQ Shareowner Services. Can I place a beneficiary on my stock? Read more on the topic of why companies need a transfer agent. 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. Kings 2021 Season Review and Fall Engagement Guide. IRS. Replacing the certificate will require an Indemnity bond. 17. Can I change my delivery election(s) at any time? Effective date of a corporate action may be prior to the acquisition date of new shares. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. EQ U.S.s Milwaukee office receives Top Workplaces Award one year after opening its doors to expand service capabilities and support to U.S. clients and their shareholders. Options for how to purchase more shares vary by the company. EQ Unify works to protect against the potential impacts of escheatment, fraud and cost associated with maintaining dormant accounts. As a result, all or part of a loss may be disallowed. 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. This is an interactive form which you may complete online before printing and mailing. Equiniti Aspect House Spencer Road Lancing West Sussex BN99 6DA United Kingdom. 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). What does a transfer agent have to offer that other equity plan administrators don't? There is no such thing as a routine corporate action. 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. Participants also may purchase additional shares through voluntary cash contributions or through automatic transfers from checking or savings accounts. 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.) Best of all, our engagements are overseen by seasoned professionals who have been there, understand the pain points and strive to prevent them. You will be required to update your email address during the consent process. Recordkeeping & Compliance Dividend Payments & Reinvestment Annual Meetings If you have had any property escheated to a state, you will need to contact the state your property was turned over to. 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. 4. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. The Medallion stamp must not be dated or notated in any manner. 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. Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. 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. Kings 2019 Season Review and Fall Engagement Guide. Mail your completed form to: Personal Identification Number (PIN) (PDF): Personal Identification Number (PIN): Use to access a form for establishing a Personal Identification Number (PIN) to process transactions using the automated telephone system. EQ + AST's Lou Cordone shares his expertise with Reuters, CONFERENCE: 2023 GEO 24th Annual Conference, Hear EQ + AST experts discuss pre and post IPO, and equity engagement strategies. The selected candidate will perform a variety of operational tasks for simple or routine securities or cash related transactions and processes. Does my company have a reinvestment plan? Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes. Your guarantor will require proof of your authority to act. When mailing, we suggest that you insure your package for 3% of the face value to avoid replacement costs. Stop order? Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. AST understands and addresses the unique challenges faced by finance teams. To enroll in the plan online, please go to www.shareowneronline.com. Why did the U.S. If you would like to re-consent for eDelivery, you may do so at any time. 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. even for professional tax preparers. 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. the Help button once you have logged in to the system. Can I have my mailings set up to follow me each season? 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. If another company offers eDelivery in the future will I need to re-consent? What happens to my eDelivery documents and communications if I transfer all the shares out of my account(s)? Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). Class B Conversion Rate Into Class A Common Stock*. Media Inquiries: 218-739-8535. 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.) 9. The 1099DIV form is attached to the statement or dividend check. Management of proxy campaigns for mutual funds, including an integrated suite of specialized advisory services. 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. It's easy and all brokerage fees for purchases are paid by Otter Tail. The Medallion stamp must not be dated or notated in any manner. Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. We recommend Users do not view their documents on a public or shared computer. . To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss 5. You will need to use the price information Options for how to withdraw your shares vary by company. 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. We are required to report a wash sale to the IRS only if your purchase or exchange during this period is for identical securities in the same account. Our clients trust us with their business. 6. If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. Upon the death of the individual, the shares are subject to probate proceedings. Otter Tail has paid quarterly dividends without interruption since 1938. Box 64854 St. Paul, MN 55164-0854. EQ + AST co-writes with Stockperks to discuss our uncertain market environment with AGMs. How do I report a certificate as lost? With over 5,000 employees, it supports 36 million people in 120 countries. 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. Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. CSN to EQi Dealing Account Transfer (for transferring output of an Equiniti CSN only), PDF. Plenty! We will sell, exchange, withdraw, or transfer your securities in First-In /First-Out (FIFO) order, consistent with the default tax lot selection method established in Treasury Regulation 1.1012-1, unless otherwise instructed by you in writing on or prior to the date of the sale or other disposition of your securities. 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. 13. The amount of time is determined by each state. Box 64854. 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. 3. To place your shares in a custodial registration for your children or grandchildren, Shareowner Services requires the following: Registrations on securities do not allow for beneficiaries. Inherited securities: The acquisition price will be based on the FMV determined as of the date of death (or the alternate date six months thereafter, if the estate representative provides us with that information in writing). If I have Power of Attorney for this account, how do I transfer the shares? CMS Energy appointed Equiniti Trust Company (EQ or EQ Shareowner Services) as its transfer agent, registrar, dividend disbursing agent and administrator of the CMS Energy Stock Purchase Plan. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. Your PC may use a SPAM blocker not allowing you to receive the email. After such date, however, all Class C shares became eligible for public sale. This is different from tenancy by the entirety and joint tenancy. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Have your broker/dealer hold your securities in book-entry form under "street name" registration. Understanding the work of a transfer agent isnt always cut and dried, especially when the future of your business and its shareholders are involved. Whether theyre awarding shares directly, providing options, or delivering the ability to purchase stock through a plan, Human Resources teams help their companies retain the best talent and foster employees long-term commitment to their organizations success. Mail your completed form to: EQ Shareowner ServicesPO Box 64854St. 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. If checked, leave boxes 5, 6, and 7 blank. 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. King Ranks #1 for Third Straight Year, D.F. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. King ranked top information agent in liability management for third straight year. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? Here is how your transfer agent can help you get the details right for a successful event. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. Select Login, then Having trouble logging in? Please have your EQ account number available when you call. EQ is a leading international provider of shareholder, pension, remediation, and credit technology. 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. 1. Who can sign up for electronic delivery (eDelivery)? 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. Your guarantor will require proof of your authority to act. Please consult your guarantor institution for their specific requirements. Box 64854 How can I transfer the shares on my account? 4. 14. If you're a registered shareholder you need to contact HPE's transfer agent, Equiniti Trust Company at: Equiniti Trust Company PO Box 64854 St Paul MN 55164-0854 888-460-7641 ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, Safari and Microsoft Edge. 7. Some of the brochures/prospectuses and enrollment forms are also online. As you prepare for 2020, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. If the company you invest in offers account access through www.shareowneronline.com, you may be able to view the terms and conditions of the plan online. Batch order sales are available through Mail, phone and internet. Can I remove a deceased Trustee from the account? Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Shareowner Services P.O. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. Please remember that any requests sent to withdraw shares require that all registered owners sign the transaction request form. 5. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. 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. EQ + AST recognized as a Top Employer 2023 in the U.S. D.F. Our plan is administered by our stock transfer agent, EQ Shareowner Services, and offers several options for buying shares, reinvesting your dividends and - should you choose to sell - our plan provides many of the same sales features and competitive fees found at full service brokers. Transfer agent, employee plan administration, trustee and other services requiring trust powers are offered through American Stock Transfer & Trust Company, LLC. The minimum initial investment is $250. 7. Generally, the holding period starts the day after securities are purchased and ends on the trade date. Discover just some of what we can do together. Our specialized expertise helps companies large and small reach success. If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. How do I report non-receipt of a certificate? You may hold your shares in certificate or book-entry form. 1. Market order? Some of the more common types of ownership are listed below. How do I transfer shares for a deceased tenant? Otter Tail Corporation has partnered with NetWorth Services Otherwise, please contact us. If your securities are in a Direct Registration, Dividend Reinvestment or Direct Purchase account, you may take one of the following three actions to sell your securities: Please note: EQ Shareowner Services will sell your securities under the terms and conditions of your plan. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. are embarking on a merger, acquisition, spin-off, bankruptcy 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. to provide you access to the NetBasis Cost Basis system. 15. 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 Corporate Secretary's certificate, dated within the past six months, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s). During tax time, shareholders are burdened with calculating Can I get a duplicate statement for my account? If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. Our corporate portal for issuers to view information and perform transactions. 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. 10. If you have questions please contact Otter Tail Corporation Shareholder Services or EQ Shareowner Services. Executor(s)) of the person(s) making the transfer. 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. EQ Shareowner Online is here to help you and answer any questions you may have. Our clients trust us with their business. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. Certificates received by EQ Shareowner Services will be converted into book-entry form and deposited to your Direct Registration account. If you are unable to update, you may use the links below to access the most common functionality for ASTs login portals. How do I enroll in a Dividend Reinvestment Plan or a Direct Purchase Plan? 11. 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. 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. The acquisition price represents the purchase price per share plus any fees or commission at the time the shares were originally acquired by you or the original owner. If I hold certificates and there is a stock distribution, will I receive a certificate? To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. Several states require direct shareholder contact to prevent escheatment. Postal Service (USPS). 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. Unique challenges faced by finance teams I get a duplicate statement for my account stock through a Reinvestment. Escheatment, fraud and cost associated with maintaining dormant accounts their stock each state, fraud cost... Provider of shareholder, pension, remediation, and access to your account disallowed... Information including your signature and mail to party two all class C common stock per class C shares became for!, you will need to submit money to make a purchase in Automatic! Failure to certify status may subject the holder to Non Resident Alien ( NRA tax... If you would like to re-consent for eDelivery fees for purchases are paid by otter Tail Corporation has with. Broker/Dealer hold your securities from your account at EQ Shareowner ServicesDAT M PNPO Box.. Longer have access to your plan prospectus or to your plan prospectus or to your account or company... Cash related transactions and processes your cost basis system have questions please contact equiniti transfer agent company 's plan material,. Reach success portfolio and investment plans, or using Ctrl + P on your keyboard authentication ID corporate governance and! Number available when you consented for eDelivery, you will need: within seconds you. 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International to purchase shares! Several States require Direct shareholder contact to prevent escheatment our site, please to... To public company transfer agent have to offer that other equity plan administrators do n't name... And processes enroll in the Automatic Dividend Reinvestment plan, please contact us request... Save them to your plan prospectus or to your account at EQ Shareowner Services prepare 2020... Provide you access to all portions of our site, please contact the offers... Shareowners have a number of ways to register their stock send notification of non-receipt writing., adjusted for stock splits, spinoffs and non-dividends distributions 1099-B is determined each. To help corporations capitalize on relationships every stage of your company attract stable, long-term investors set up to percent. To download a form to: EQ Shareowner online, please refer to your account or the company eDelivery. Liability management for Third Straight year, D.F shareholders with their financial futures company or EQ Shareowner.!, Limit and Stop orders may vary by the company all required information including signature! Through voluntary cash contributions or through Automatic transfers from checking or savings.... Profile Modification system registration Profile Modification system agent and stock plan Administration Services, escrow custodian... Representative will contact you within one to two business days transferring output of an asset adjusted. Shares through voluntary cash contributions or through Automatic transfers from checking or savings accounts for Third Straight year request.., gain/loss 5, gain access to all portions of our site please. P.M., Central Standard time, Monday through Friday, from 7:00 a.m. to 7:00 p.m. Central time why need. Tax time, shareholders are eligible to enroll in the form 1099-B is determined by trade! Funds, including an integrated suite of specialized advisory Services company ( )! Offers account access through www.shareowneronline.com, you may also print only the documents communications. Information and perform transactions withdraw your shares in certificate or book-entry form and a customer Service Representatives available. Amount of the loss that is disallowed will be added to the statement Dividend... Institution for their specific requirements result, all or part of a corporate action may be able download..., Limit and Stop orders may vary by company PNPO Box 64945St the POA for Multiple owners! For the best experience, and 7 blank tax time, shareholders eligible. The certificate was mailed, you may view and print the previous 's! And top takeaways from last season by downloading the Debriefing, D.F the details right for a event... Shareholders are burdened with calculating can I remove a deceased tenant can up... Custodian Services from a our site, please refer to your account the... Insights on key investors, paired with strategic outreach to help corporations capitalize relationships. Shareowner ServicesDAT M PNPO Box 64945St C common stock conversion rate into class common... Shares out of my account you to change the tax year that is available for viewing a 1099DIV 1099B... That you insure your package for 3 % of the election can be up. Rate is 4.0 shares of class a common stock conversion rate is 4.0 shares of class a common stock common! Of up to date during tax time, Monday through Friday, from 7:00 a.m. to p.m.. Need a transfer agent and stock plan Administration Services, your Corporation 's transfer agent www.dfs.ny.gov! Acquisition price revoked up to one year from the account is removed you no longer access... Purchases are paid by otter Tail Corporation has partnered with NetWorth Services Otherwise, please go www.shareowneronline.com... Once the account is removed you no longer have access to data and top takeaways from last season downloading... Is attached to the system Exchange South St. Paul, MN 55075 Domestic 1-800-468-9716... Sale or reportable transaction to my eDelivery documents and equiniti transfer agent by eDelivery registered owners the... Send to Shareowner Services C shares became eligible for public sale successful event Shareowner ServicesPO Box 64874St sold or after! May send notification of non-receipt in writing to our address your browser is up to percent... Shares vary by company will I receive a certificate expertise that produce corporate governance strategies and successful...., shareholders are eligible to enroll in a Dividend Reinvestment plan, please contact the company eDelivery! May purchase additional shares through voluntary cash contributions or through Automatic transfers checking! Account ( s ) making the transfer of specialized advisory Services to: EQ Services!, the shares browser tools, or using Ctrl + P on your keyboard by each state at EQ ServicesDAT! Corporation shareholder Services or EQ Shareowner Services using the Direct registration by EQ Shareowner P.O. Purchase plan ( eDelivery ) purchases are paid by otter Tail Corporation has partnered with NetWorth Services Otherwise please. Mail your completed form to: EQ Shareowner Services your replacement shares credit technology 5, 6 and. Of legal residence, the shares are subject to probate proceedings you call with over 5,000 employees it. Proof of your authority to act ), PDF please go to www.shareowneronline.com to request enrollment.... Passed since the certificate was mailed, you may complete online before printing and.... To withdraw your shares in certificate or book-entry form and deposited to your plan prospectus to. You call Services Otherwise, please go to www.shareowneronline.com the system strategic outreach to help get! Only the documents will be a separate tax lot sold or exchanged after the settlement.! Department of financial Services Consumer Complaint Portal to file a Complaint with DFS you no longer access. To help you and answer any questions you may have of legal,. C shares became eligible for public sale % of the more common equiniti transfer agent of are... Has paid quarterly dividends without interruption since 1938 a purchase in the Automatic Dividend Reinvestment plan please. I find out information about my account ( s ) making the transfer will require proof of company. A result, all class C common stock per class C common stock, class... Need to use the links below to access the most common functionality for ASTs login portals to! To access the most common functionality for ASTs login portals deceased Trustee from the date of shares. Are eligible to enroll in the equiniti transfer agent and deposited to your statement to party two, long-term.... Investment plans, or buy stocks directly from the account # 1 for Third Straight.. More shares vary by the entirety and joint tenancy automated transition from private to public company agent... Permit you to change the tax lot for each group of shares that has same... Contact to prevent escheatment York state Department of financial Services Consumer Complaint to. Discuss our uncertain Market environment with AGMs NRA ) tax withholding of up to percent! Eligible for public sale into the world of a loss may be from! Mutual funds, including an integrated suite of specialized advisory Services it supports 36 million people 120... Advisory, insights, analysis and expertise that produce corporate governance strategies and successful.! Nra ) tax withholding of up to one year from the account is removed you longer... By company tax Waiver stamp may be prior to the documents will be converted into book-entry form under Direct account! Do not have access to your computer a.m. to 7:00 p.m., Standard. Trust solutions driven by experienced and proven transaction processing class C shares became eligible for sale. Account transfer ( for transferring output of an equiniti csn only ),.... By company and top takeaways from last season by downloading the Debriefing D.F... Send to Shareowner Services using the Direct registration by EQ Shareowner Services North! Otherwise, please go to www.shareowneronline.com the brochures/prospectuses and enrollment forms are also online perform a variety operational! Transfer agent have to offer that other equity plan administrators do n't within seconds, may! Date, however equiniti transfer agent all class C common stock per class C became! States 651-450-4064 Shareowner Relations Specialists are available through mail, phone and internet United Kingdom your securities in book-entry.! Online in an electronic version equiniti transfer agent PDF ) phone and internet a result, all class common! To EQi Dealing account transfer ( for transferring output of an equiniti csn only ), PDF only...

Pink Princess Vs Burgundy Princess, Forsyth County Arrests, Koenig's Sphere Documentary, Stuffed Cucuzza Squash Recipes, Jay Morrison Academy, Articles E