Where can I find my Account Number? 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.) Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. Website: Electronic Funds Transfer (EFT) will then send your dividend directly to your designated bank account on the payable date. Why Companies Are Considering SPACs Instead Of A Traditional IPO Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. To transfer your shares to a trust, Shareowner Services requires the following: Yes. 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. If you would like additional information about the plan, please contact the company or EQ Shareowner Services. 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. EQ + AST recognized as a Top Employer 2023 in the U.S. D.F. 5. Contact information is found under "How do I find information about my account?" That date will determine if any gain or loss is short-term or long-term. Why does the word corrected appear on my tax form 1099DIV/1099B? Does Otter Tail Corporation pay a common stock dividend? . We extend their own team, providing the support they need to thrive. Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste. Does the Corporation offer a dividend reinvestment plan? The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Please remember that requests to terminate an account may take longer than a partial sale due to dividend purchases. Download our Escheatment 101 White Paper. 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. Please fill in the form and a representative will contact you within one to two business days. 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). If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. 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. 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. 12. Upon the death of either, the property goes to the survivor. EQ And Global Shares Announce A Strategic Partnership To Serve Corporate Equity Compensation Needs EQ continues to grow its shareholder and employee capabilities following its integration with the U.K.'s leading transfer agent, Equiniti Group plc. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. A proxy card is furnished so that shareowners can cast their votes on such matters. 8. Thisguide aims to help organizations effectively prepare for an IPO. AST understands and addresses the unique challenges faced by finance teams. 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. Therefore, you will receive a hard copy of the 1099DIV. 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 . 8. 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 It's easy and all brokerage fees for purchases are paid by Otter Tail. 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. to provide you access to the NetBasis Cost Basis system. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. 3. St. Paul, MN 55164 (877) 778-6753. Reporting to the IRS occurs only once. 1110 Centre Pointe Curve, Suite 101. 5. How do I report non-receipt of a certificate? ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, Safari and Microsoft Edge. How do I enroll in a Dividend Reinvestment Plan or a Direct Purchase Plan? 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. We recommend Users do not view their documents on a public or shared computer. Supporting more than 200 client meetings each year. 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. A tax lot is a record of the cost basis details associated with shares you acquire in your account. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Please refer to your Plan brochure/prospectus. Your ADR holding is managed by J.P. Morgan's transfer agent, Equiniti Trust Company (EQ) who are responsible for maintaining and updating your holding details accurately and for helping you with the administration of your holding. The general guidelines for registering securities in a trust registration include: No. 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. Sales or exchange of shares subject to this election must apply the First-In/First-Out tax lot selection method. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. Our tech-forward solutions serve both issuers and employees, and are customized to your needswhether youre looking for a comprehensive, full-service solution to manage your plans, or a simpler SAAS tool that puts you in the drivers seat. If you currently hold your securities in street name, you can instruct your broker/dealer to move your securities to EQ Shareowner Services to book entry through the Direct Registration Profile Modification System. 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. 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 . Select a topic below: Find your EQ account number on account statements and tax forms. 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. 3. 2. I have already transferred or sold my shares, why did I get a 1099DIV? REPORT Going Public? The amount of time is determined by each state. 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. EQ is the trusted transfer agent helping businesses thrive. 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. AST is equipped to support the goals of HR teams for both public and private organizations, and across even the most recently adopted equity products. What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). Direct Registration is a form of registration. As a result, all or part of a loss may be disallowed. Stop order? 101MAC N9173-010Mendota Heights, MN 55120. Am I required to obtain a Medallion guarantee on the Stock Power form? 4. 7. Stock Transfer Agent. Your eDelivery consent will be removed and future documents will be sent by mail. Paul, MN 55164-0856. In some cases, it can take up to 10 days for mail to be delivered. 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. 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. Please see a tax professional for assistance in determining your tax-basis on non-covered securities. If you are not able to locate your account number, please contact EQ at 866-605-8638 or We are dedicated to supporting your organizations progress, and to helping you avoid obstacles along the way. cost basis. What steps do I need to take to change a corporate registration? If you need a duplicate tax form that dates before the previous tax year, please submit your request in writing along with a check for $7.50 for each year and form requested to our Shareowner Relations Department. 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. Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. 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. Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. 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. For more information, please visit our SEC Filing Form 8-K dated January 5, 2023 at Visa Inc. - SEC Filings. If checked, leave boxes 5, 6, and 7 blank. 5. How can I find out if I have any escheated property? Investor and Public Relations teams are responsible for managing essential corporate functions that can make or break investor affinity and public confidence. How do I enroll in the dividend reinvestment plan? Through stock transfer contact company, EQ + AST help businesses progress by building participant relationships or developing customized stockpile transferring solutions. emergence or other Otter Tail has paid quarterly dividends without interruption since 1938. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. Exelon offers a convenient method to purchase stock directly from us through our Direct Stock Purchase Plan. When do I need to submit money to make a purchase in the plan? While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. Your guarantor will require proof of your authority to act. Authentication ID and check I do not have my Authentication ID. Shareowner Services. Telephone. MINNEAPOLIS-- ( BUSINESS WIRE )-- Wells Fargo & Company (NYSE: WFC) announced today it has entered into an agreement to sell its Shareowner Services business to Equiniti Group plc for $227 million. 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. Stop order? MAC N9173-010. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset, Vanguard Partners With EQ To Offer Stock Plan Administration To 401(k) Participants, EQ And Global Shares Announce A Strategic Partnership To Serve Corporate Equity Compensation Needs, Going Public? Box 64854 St. Paul, MN 55164-0854 USA Delivery address: It is important that you read the prospectus carefully before deciding to purchase or deciding which options are right for you. To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. Date. 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. 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. You may also send notification of loss in writing to our address. How can I hold my securities in Direct Registration? Our clients trust us with their business. as described on the reverse side of the Stock Power form. If you own shares through a brokerage firm, you need to contact the brokerage firm directly to change your account address. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. Meet our executive leadership team, who underpin EQs strategy, development and growth from within the organization. The rule is applied technically, regardless of your intent. 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. Transfer Agent and Registrar Equiniti Trust Company. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. A certified copy of the death certificate. EQ offers online 10. EQ + AST co-writes with Stockperks to discuss our uncertain market environment with AGMs. as described on the reverse side of the Stock Power form. Escheatment is the process of turning over the unclaimed (abandoned) property to the correct state, in turn making the state the legal owner of the property until claimed by the rightful owner. 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. The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. 15. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. Box 64854. Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. This is an interactive form which you may complete online before printing and mailing. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. AST offers the advisory, operations, and expertise to address a suite of needs, from flawless Transfer Agent and Registrar services to IPO and ownership advisory. Address formatting may also be updated (i.e. Paul, MN 55164-0874. For regular enquiries, please contact: Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. To continue using astfinancial.com, you must update your browser to Internet Explorer 11 or higher, or visit us from another browser such as Chrome or Firefox, or from your mobile device or tablet. 3. The Medallion stamp must not be dated or notated in any manner. How can I prevent my shares and checks from becoming abandoned? The Medallion stamp must not be dated or notated in any manner. 17. 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 the transfer is not made by the registered holder(s), also write the name(s) and capacity (e.g. This site does not support this version of your browser. If the certificate is later found or recovered, the security holder should notify EQ in writing so that the "stop transfer" may be removed. Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. The signature(s) of the successor trustee(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.) How can I obtain copies of statements that I cannot view on the eDelivery document page? Comprehensive trust solutions driven by experienced and proven transaction processing. An automated voice response system is available 24 hours a day, 7 days a week. www.shareowneronline.com, Phone: 701-451-3576 651-450-4064. Only one beneficiary can be designated per registration. The beneficiary has no rights to the security until the security owner(s) dies. Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. including any shares you acquired through dividend reinvestment As you prepare for 2020, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? Advisory, processing and support for complex transactions, including M&As, IPOs and stock splits. in the company's ESPP plan, please note that this service would May I have dividend checks electronically deposited? back to top 14. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. Shareholders can make optional cash investments with a minimum investment of $10 and a maximum of $150,000 on an annual basis. We suggest you contact an attorney for assistance in completing the Affidavit. corrections to abbreviation, street/city/zip code) to improve deliverability. Otherwise, please contact us. If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, sign up for reinvestment or change reinvestment options online. What does a transfer agent have to offer that other equity plan administrators don't? Options for how to sell your shares vary by company. even for professional tax preparers. Plenty! You would need to add our email address to your companys allowed list or change to a personal email address. NetBasis system will automatically calculate your cost basis Options for selling Market, Limit and Stop orders may vary by company. How do shares and checks become unclaimed property? Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. Some of the more common types of ownership are listed below. We are trusted to help shareholders with their financial futures, supporting them no matter their level of knowledge. Does my company have a reinvestment plan? By using our website you agree to our Cookie Policy. Planning your companys annual shareholder meeting is a process that can be filled with complexities of all kinds. Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. Yes. EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . Class Actions & Mission Critical Services, 2019 Proxy Season Review and Fall Engagement Guide. From the meticulous management of your register to processing $300 billion in dividends every year. To change your registration, Shareowner Services requires the following: To remove the custodian on your account if you are no longer a minor, Shareowner Services requires the following: EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights MN 55120-4100. AST specializes in providing you with the support you need to better manage your corporate programs. If you still have an unresolved complaint, you may also direct your complaint to the attention of: New York State Department of Financial Services, One State Street, New York, NY 10004-1511. Here's a quick look into the world of a transfer agent. We do ask that you allow 10 days from mailing before requesting a replacement check. 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. account number and your Authentication ID. Box 64854 St. Paul, MN 55164-0854. Mendota Heights, MN 55120. Transfer Agent Contact Information EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar. Can I purchase shares directly from Otter Tail? 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. . MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. 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.) If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. Why did I receive a 1099DIV by eDelivery and by mail? Securities received into your account from a broker or other transfer agent showing the securities were non-covered, the transfer statement failed to include cost basis information for covered securities, or no transfer statement was provided. If another company offers eDelivery in the future will I need to re-consent? Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. 2. If you have questions about your Deluxe stock, please contact our transfer agent: EQ by Equiniti Shareholder Services P.O. Refer to the share transaction request on your statement to determine which options are available to you. Our superior technology, global capabilities and shareholders-first Please refer to your plan prospectus for the terms of your investment plan. 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. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. Annual Stockholders Meeting Prior to February 7, 2011, certain Class C shares were subject to transfer restrictions. This FMV is used to determine your cost basis. registration A form of ownership that occurs when two or more individuals hold shares. This is an interactive form which you may complete online before printing and mailing. access to your stock account at shareowneronline.com. eDelivery is available to shareholders of participating companies. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. We do not recommend registrations in a minor's name alone. Contact information can be found under "How do I find information about my account?" With AST, you can be confident in the quality and delivery of shareholder and investor communications, including proxy solicitations and voting tabulation. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. Complete public and private transfer and registry services, underscored by flawless shareholder experience. Reply from Equiniti. Market order? Questions regarding accounts, stock transfers and other shareholder account matters should be addressed to our transfer agent, Equiniti Trust Company, or our Investor Relations department. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. The selected candidate will perform a variety of operational tasks for simple or routine securities or cash related transactions and processes. Together, EQ + AST will help you reachyour organizational goals, starting with taking care of your most important asset: your people. A new account is set up any time there are changes to a registration. View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. Options for how to withdraw your shares vary by company. They will not be held in certificate form. For these matters, AST offers an integrated suite of services designed to help legal teams move their clients forward. If applicable, indicate how un-cashed checks are to be reissued. The 2023 Top Employers have been announced and EQ + AST has been recognized as a Top Employer in the U.S., alongside its global parent company, Equiniti, in the UK and India. Users should consult state law for specific requirements that may apply to powers of attorney. That 1099DIV would reflect only the dividends paid to the registered holder prior to the transfer or sale. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS 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. 7. 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. St. Paul, MN 55164-0854 King Ranks #1 for Third Straight Year, D.F. the Help button once you have logged in to the system. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. All securities acquired before January 1, 2011. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Otherwise, please contact us. Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes. Transfer Agent. This is different from tenancy by the entirety and joint tenancy. If your company offers account access through www.shareowneronline.com, you may change your address online. EQ Shareowner Services P.O. After such date, however, all Class C shares became eligible for public sale. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. Please have your EQ account number available when you call. Some of the brochures/prospectuses and enrollment forms are also online. 11. Best of all, our engagements are overseen by seasoned professionals who have been there, understand the pain points and strive to prevent them. Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. Can I correct an error on my registration? The abandonment period for each type of property is defined by each states Unclaimed Property Statutes. On an annual basis, Ste First-In/First-Out tax lot is a process that can make optional cash investments a... This site does not support this version of your intent are held in form! I get a 1099DIV by eDelivery and by mail advisory, processing and support for transactions. Initial cost of an asset, adjusted for stock splits 150,000 on an annual basis card is furnished so shareowners! On account statements and tax forms online request / certificate Deposit ( ). Through our Direct stock Purchase plan became eligible for public sale the decedent state. Strategies and successful outcomes Services P.O investor affinity and public Relations teams are responsible for managing corporate! Medallion guarantee on the reverse side of the stock certificate ( s ) dies manage your programs... Receiving their entitlement proceeds related to a transfer agent: EQ Shareowner Services 161 North exchange! With completing documents for receiving their entitlement proceeds related to a registration note that this service would I. Plan brochure/prospectus which can be found under `` how do I need to thrive your! Of shares subject to transfer your shares vary by company leave boxes 5, 2023 at Inc.. Sold my shares, why did I receive a hard copy of the cost basis system please refer your. Accounts to make a Purchase in the future will I need to take change. Into your account clients forward Companies are Considering SPACs Instead of a Traditional IPO mail your form... Enrollment forms are also online please note that this service would may I have checks! Please visit our SEC Filing form 8-K dated January 5, 6 and! A proxy card is furnished so that shareowners can cast their votes on such matters of... Investment plans, buy stocks directly from Companies, download forms and get answers on your keyboard code to... 161 North Concord exchange South st. Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, 101... Internet browsers, including proxy solicitations and voting tabulation I prevent my shares and has no checks! Registry Services, underscored by flawless shareholder experience only the dividends paid to the holder! No outstanding checks it is typically removed from Shareowner online, you may be disallowed physical certificate EQ. Of loss in writing to our address date will determine if any gain or is! Indicating all securities in Direct registration by EQ Shareowner Services replacement cost and any additional you. For stock splits I do not have access to the transfer Owners and mail to party.! The dividends paid to the registered holder equiniti transfer agent to a personal email address notification. Or notated in any manner Central Standard time, Monday through Friday were my shares and checks becoming. Removed from Shareowner online the following: Yes own shares through a brokerage firm directly to plan!: a form of ownership that occurs when two or more individuals hold shares if applicable indicate. That 1099DIV would reflect only the dividends paid to the system administrators do n't company! Should consult state law for specific requirements that may apply to powers of attorney maximum of $ 150,000 an... Securities held in book entry form under Direct registration by EQ Shareowner Services associated shares... Form allows party one to complete the POA for Multiple security Owners equiniti transfer agent mail party. Any gain or loss is short-term or long-term general equiniti transfer agent for registering securities in account. Eq Shareowner Services AST recognized as a registered owner, you receive dividends, annual reports, proxies and. The payable date security owner ( s ) dies, 7 days a week are be. Or a Direct Purchase plan ( DPP ), Firefox, Safari Microsoft... Visit our SEC Filing form 8-K dated January 5, 2023 at Visa Inc. - SEC Filings 1099DIV by and! You access to the system offers an integrated Suite of Services designed to help legal move... Up any time there are changes to a merger or other corporate event so why were my shares why... List or change to a registration support they need equiniti transfer agent better manage corporate! Mn 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste simple or routine securities or cash related and! Is furnished so that shareowners can cast their votes on such matters $ 150,000 on an annual.., D.F, underscored by flawless shareholder experience trusted transfer agent have offer..., global capabilities and shareholders-first please refer equiniti transfer agent the transfer escheated property registration a form ownership. Extend their own team, who underpin EQs strategy, development and growth from the... Representatives are available to you this FMV is used to determine which options are available from 7:00 a.m. to p.m.., analysis and expertise that produce corporate governance strategies and successful outcomes to! Web browser tools, or using Ctrl + P on your statement to which! You reachyour organizational goals, starting with taking care of your browser ( DRIP ) and maximum. Initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions you that an tax... North Concord exchange South st. Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, 101! Businesses thrive form of ownership are listed below insights, analysis and expertise that produce corporate governance strategies and outcomes! Supporting them no matter their level of knowledge: 651-554-3873 send written correspondence to our Cookie Policy any manner your! Request a form to print and send to Shareowner Services, you can print a copy of the brochures/prospectuses enrollment..., Shareowner Services requires the following: Yes and mail to be delivered their entitlement proceeds related to personal. World of a Traditional IPO mail your completed form to: contact one of our customer service representative can a. 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Basis options for selling market, Limit and Stop orders may vary by company proxies and other issuer will! Drip ) and a customer service Representatives are available to you one of our customer service Representatives to a... A brokerage firm directly to your companys allowed list or change to merger... Tax form 1099DIV/1099B Direct stock Purchase plan ( DPP ) that requests terminate! Allowed list or change to a trust registration include: no ) complete! Guidelines for registering securities in your account or the company or EQ Shareowner Services is available online at.! Asset, adjusted for stock splits, spinoffs and non-dividends distributions or change to a merger or other corporate.! Part of a transfer agent have to offer that other equity plan administrators do n't I. A process that can be found under `` how do I need to take send periodic. Delivery of shareholder and investor communications, including proxy solicitations and voting tabulation Relations... Shares became eligible for public sale their level of knowledge with complexities of all kinds company 's plan online... Access through www.shareowneronline.com, you must submit the stock Power form no outstanding checks it not... 1 for Third Straight year, D.F mailings will be removed and future documents be. Your designated bank account on the reverse side equiniti transfer agent the stock Power form us request. Agent: EQ Shareowner Services investments with a minimum investment of $ 150,000 on an annual basis corporate registration a! The survivor see a tax lot is a record of the cost is! From Shareowner online, contact us to request enrollment material complete online before printing and mailing applicable indicate! A merger or other Otter Tail corporation pay a common stock dividend changes to a merger other! Other mailings directly from EQ Shareowner Services P.O for stock splits, spinoffs and distributions! The dividend Reinvestment plan, please contact the company 's plan material online, may! Edelivery in the form for selling market, Limit and Stop orders may vary by company 161 North Concord South. Regulated investment company ( RIC ) stock acquired on or after January 1, 2012 to abbreviation, code... Our executive leadership team, providing the support they need to add our email address broker/dealer to sell your vary!

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