How can I transfer the shares on my account? that was sent to you with your statements to calculate your 15. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. If you locate a certificate that has already been replaced, please send the original certificate to EQ Shareowner Services at the following address: EQ Shareowner Services Attn: Lost Securities P.O. Paul, MN 55164-0856. Transfer Agent Effective January 10, 2022, Ameren Corporation ("Ameren") is pleased to announce the appointment of Equiniti Trust Company ("EQ") as its new transfer agent to manage your shareholder account and provide you with the best services possible. in the company's ESPP plan, please note that this service would In connection with the sale of Shareowner Services, its business and operations, the transfer agent appointment transferred to Equiniti Trust Company (EQ) effective February 1, 2018 . Whether its a private company issuing its first IPO, or an established corporation handling an M&A event, restructuring, or class action litigation, successful corporate actions require dedicated operational support. To access the Otter Tail Store visit www.companycasuals.com/ottertail. We've been rated the most trusted transfer agent and easiest to do business with according to the Group Five 2021 Investor Communications and Engagement Services Benchmarking Study, Transfer Agent Services. Plenty! Therefore, you will receive a hard copy of the 1099DIV. You must instruct us in writing if you wish to elect to use the averaging method. aims to help organizations effectively prepare for an IPO. Your account number can be found on your quarterly statements that you 8. San Francisco, CA 94105 (415) 783-4000. If your company offers account access through www.shareowneronline.com, you may change your address online. Our superior technology, global capabilities and shareholders-first A federal district judge sided last month with Saba Capital in its case against the fund companys closed-end provision that prevents shareholders from voting their shares over 10% without approval from other investors. 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 the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. 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. 9. If I have Power of Attorney for this account, how do I transfer the shares? The abandonment period for each type of property is defined by each states Unclaimed Property Statutes. 7. 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. How do I register for online account access? To receive your Authentication ID go to shareowneronline.com and click Sign Up Now! 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. EQ Unify works to protect against the potential impacts of escheatment, fraud and cost associated with maintaining dormant accounts. 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. This secure process is the most reliable way to make sure that items mailed to you are delivered without delay to your current address. 2. Unfortunately, I have no choice but to deal with this company as they manage my company pension. 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. 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. 7. View your portfolio and investment plans, or buy stocks directly from the company. If I've recently changed my name, how do I change my registration? The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares. Phone: 866-605-8638Website: www.shareowneronline.com. The Direct Registration Profile Modification System was developed to provide investors with an efficient method of moving book-entry positions within the financial community. overall shareholder service satisfaction**. As a result, all or part of a loss may be disallowed. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. What steps do I need to take to change a corporate registration? 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. 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 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. Electronic Funds Transfer (EFT) will then send your dividend directly to your designated bank account on the payable date. Why was my notification email returned when I used my business email address? For Otter Tail Corporation employees who are enrolled 11. As your proactive advisor, we'll help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your company's continued evolution. Options for selling Market, Limit and Stop orders may vary by company. Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. transfer. 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. You may also print only the documents you need and save them to your computer. If you are signing on behalf of the registered owner, additional documentation may be required. 555 Mission Street. Generally, the holding period starts the day after securities are purchased and ends on the trade date. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. 1. Any documents you received while enrolled in eDelivery would still be available to you on Shareowner Online. What should I do if I find the certificate after it has been replaced? Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. Users should consult state law for specific requirements that may apply to powers of attorney. As you prepare for 2022, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. Your ADR holding is managed by J.P. Morgan's transfer agent, Equiniti Trust Company (EQ) who are responsible for maintaining and updating your holding details accurately and for helping you with the . 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). After such date, however, all Class C shares became eligible for public sale. Several states require direct shareholder contact to prevent escheatment. Vanguard, a leading provider of defined contribution (DC) recordkeeping and investment management services, today announced a partnership with EQ. Maintaining shareholder records, ensuring compliance and providing strategic insights at every stage of your company's life cycle. Lost or dormant shareholders create risk and expense for your company. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. Please fill in the form and a representative will contact you within one to two business days. 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. 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. Market order? What is escheatment? 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. (See note 5) In the name(s) of Holding designation (if any) (max 8 characters). Please consult your guarantor institution for their specific requirements. As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. Together, EQ + AST will help you reachyour organizational goals, starting with taking care of your most important asset: your people. How do I enroll in a Dividend Reinvestment Plan or a Direct Purchase Plan? The Medallion stamp must not be dated or notated in any manner. Otherwise, please contact us. You may hold your shares in certificate or book-entry form. To complete this process, you must have a valid email address on file for your account. AST understands and addresses the unique challenges faced by finance teams. 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. If your company offers account access through www.shareowneronline.com, you may be able to view and print a history of your account at the site. Why does the word corrected appear on my tax form 1099DIV/1099B? Please contact us with questions. Recordkeeping & Compliance Dividend Payments & Reinvestment Annual Meetings To activate your online account, you will need your 10 digit Transfer agents act as an intermediary for the company, issue and cancel certificates to reflect changes in ownership and handle lost, destroyed or stolen certificates. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. If the certificate is later found or recovered, the security holder should notify EQ in writing so that the "stop transfer" may be removed. 4. Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854 Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 IR Toolkit 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. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. Stop order? Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. A tax lot is a record of the cost basis details associated with shares you acquire in your account. How do I transfer shares for a deceased shareholder? 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. As published in Prospect News, D.F. noted above. 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. Equiniti Aspect House Spencer Road Lancing West Sussex BN99 6DA United Kingdom. Website: 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. Upon the death of either, the property goes to the survivor. 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