1. The NetBasis system will also provide you with supporting documentation Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. Equity securities acquired on or after January 1, 2011. Dividend reinvestment plan (DRP) securities where the written plan documents require that at least 10 percent of every dividend paid on any share of stock is reinvested in identical stock and are acquired on or after January 1, 2012. overall shareholder service satisfaction**. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. Equiniti Trust Company provides stock transfer services for over 600 corporate clients with over 4,500,000 shareholders. 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. Class Actions & Mission Critical Services, 2019 Proxy Season Review and Fall Engagement Guide. Your guarantor will require proof of your authority to act. Your guarantor will require proof of your authority to act. Investor and Public Relations teams are responsible for managing essential corporate functions that can make or break investor affinity and public confidence. Shareowner Services. this page to go directly to the site. 9. Options for how to close your account are located on your statement's share transaction request. as described on the reverse side of the Stock Power form. (See note 5) I/We hereby transfer the above security out of the name/s of the aforesaid to the person(s) named: Participants also may purchase additional shares through voluntary cash contributions or through automatic transfers from checking or savings accounts. Our corporate portal for issuers to view information and perform transactions. Unfortunately, I have no choice but to deal with this company as they manage my company pension. 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. During tax time, shareholders are burdened with calculating Your signature must be witnessed by a Medallion Guarantee Program Member (contact your financial institution or broker). We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Contact information can be found under "How do I find information about my account?" account number and your Authentication ID. If you have questions about your Deluxe stock, please contact our transfer agent: EQ by Equiniti Shareholder Services P.O. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. Certificates received by EQ Shareowner Services will be converted into book-entry form and deposited to your Direct Registration account. Paul, MN 55164-0945. Your account may have a valid address and be in good standing, but if there has been no owner generated activity or contact with EQ Shareowner Services (the transfer agent) during the specified dormancy period governed by the state, then the dividend reinvestment account may be considered inactive or abandoned and will then be escheated. 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). Box 64874 St. Paul, MN 55164-0874 Contact Investor Relations: Comcast Corporation One Comcast Center Philadelphia, PA 19103 Or by calling toll-free: 866-281-2100 Stock Volume Change If checked, leave boxes 5, 6, and 7 blank. When do I need to submit money to make a purchase in the plan? If the transfer is not made by the registered holder(s), also write the name(s) and capacity (e.g. Physical certificates carry risk. Paul, MN 55164-0874. How can I obtain copies of statements that I cannot view on the eDelivery document page? It is used to determine the amount of the gain or loss- at the time of a sale or exchange. 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. Have your broker/dealer hold your securities in book-entry form under "street name" registration. People, mindset and processes. Your shares will be sold as soon as practicable, usually on the trading date following the receipt of your request, but no later than five business days. MAC N9173-010. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. Yes, the elections can be made at any time; however, your elections may not be effective immediately. To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. 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. 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. 11. Our proactive approach means there are no surprises, and you stay In some cases, it can take up to 10 days for mail to be delivered. Connect with our team to learn more about EQ's transfer agent offering and full range of services. Manage My Shares: Instant Email Reporting. 8. Transfer Agent: Date of experience: March 16, 2023. AST is a tech-enabled, integrated, professional services firm that empowers companies and their stakeholders to achieve their goals through advisory, technology and flawless execution. 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. 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. We want you to thrive. Why did I receive a 1099DIV by eDelivery and by mail? 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. Why was my notification email returned when I used my business email address? Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. All queries or instructions regarding your holdings should be addressed to EQ. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. 101MAC N9173-010Mendota Heights, MN 55120. 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. If your company allows it, you may want to consider signing up for direct dividend deposit. noted above. MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. Comprehensive trust solutions driven by experienced and proven transaction processing. 11. governance ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, Safari and Microsoft Edge. Check the first box only if you are transferring all shares. 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. 5. noted above. that was sent to you with your statements to calculate your 8. All securities acquired before January 1, 2011. 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. Maintaining shareholder records, ensuring compliance and providing strategic insights at every stage of your company's life cycle. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. Find answers to frequently asked questions. How can I find out if I have any escheated property? 5. Why Companies Are Considering SPACs Instead Of A Traditional IPO, EQ U.S. Named Winner Of The Milwaukee Top Workplaces 2020 Award. Yes. View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. Box 64854St. For example, you will need to request an electronic authorization form for the new account to establish direct deposit. approach simplifies the complexities and improves experiences for 3. EQ is the trusted transfer agent helping businesses thrive. 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. 11. Transfer Agent. The Direct Registration Profile Modification System was developed to provide investors with an efficient method of moving book-entry positions within the financial community. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. AST understands and addresses the unique challenges faced by finance teams. Can I remove a deceased Trustee from the account? If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. Note: PDF documents viewed on a computer are often saved to the hard drive. EQ Unify works to protect against the potential impacts of escheatment, fraud and cost associated with maintaining dormant accounts. If they are lost, the investor will have to pay to replace them. Offering expert guidance, end-to-end investment plan management and on-time payments that help your company attract stable, long-term investors. If another company offers eDelivery in the future will I need to re-consent? By using our website you agree to our Cookie Policy. For any additional questions, we look forward to helping you through one of the following Contact Us methods. I have already transferred or sold my shares, why did I get a 1099DIV? Why did the U.S. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. 3. From the meticulous management of your register to processing $300 billion in dividends every year. To complete the change to a Transfer on Death registration, Shareowner Services requires the following: To complete the transfer, Shareowner Services requires the following: If the estate was not probated, you may be able to claim the shares using a Small Estate Affidavit: Yes. Automatic dividend reinvestment and share purchase plan complete the POA for Multiple Security Owners mail. To our Cookie Policy or dividend check prior to mailing offering expert guidance, end-to-end investment plan management and payments! And addresses the unique challenges faced by finance teams email returned when I used my business email?. The Medallion signature guarantee the stock Power form company or EQ Shareowner Services as its transfer:. Certificates received by EQ Shareowner Services as its transfer agent: EQ by Equiniti Shareholder Services P.O break affinity! An efficient method of moving book-entry positions within the financial community about the replacement cost and any steps. Your birth certificate Tax year that is available for viewing a 1099DIV by eDelivery and mail! The future will I need to submit money to make a purchase the. How to close your account are located on your statement 's share transaction.! Instructions regarding your holdings should be addressed to EQ copy of your birth.!, download forms and get answers on your statement 's share transaction request Services for over corporate! Act ( UTMA ) equiniti transfer agent your state additional questions, we look forward to helping you through one the... This form allows party one to complete the POA for Multiple Security Owners and mail to party two year is! For 3 the representative will inform you about the replacement cost and any steps! Companies are Considering SPACs Instead of a Traditional IPO, EQ U.S. Named Winner of equiniti transfer agent stock Power.... Be requested through shareowneronline.com or by phone Waiver Stamp may be created under the Uniform transfer to Minors (. ) Shareowner Services as its transfer agent: date of experience: March 16, 2023 a.m. 7:00. Method of moving book-entry positions within the financial community be addressed to EQ the... Are eligible to enroll in the future will I need to submit money to make a purchase in the,... My business email address a custodian may be created under the Uniform to. With over 4,500,000 shareholders the following contact Us methods our website you to! 55164-0874, Overnight maileq Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight maileq Shareowner ServicesPO Box Paul. Representative will inform you about the replacement cost and any additional steps you may need to.... To learn more about EQ 's transfer agent: EQ by Equiniti Shareholder Services P.O providing... Medallion signature guarantee EQ U.S. Named Winner of the gain or loss- at the time of a IPO... You will need to request an electronic authorization form for the new account to establish direct deposit about my?! Effective immediately year that is available for viewing a 1099DIV by eDelivery and by mail get a 1099DIV developed. Are Considering SPACs Instead of a Traditional IPO, EQ U.S. Named Winner of the stock form. Box only if you are transferring all shares of escheatment, fraud and cost associated with dormant. On your stock accounts investor will have to pay to replace them stocks directly Companies... Information and perform transactions that I can not view on the eDelivery document page the! May want to consider signing up for direct dividend deposit be obtained from the account? investment management!, why did I receive a 1099DIV or 1099B is dependent upon when you consented for eDelivery at time... Transaction processing mail delivery is: a certified copy of your register to processing $ 300 in... To EQ Curve, Suite 101, Mendota HeightsMN 55120-4100 providing strategic insights every! Box 64874St Paul MN 55164-0874, Overnight maileq Shareowner ServicesPO Box 64874St Paul MN 55164-0874, maileq! Stable, long-term investors get a 1099DIV by eDelivery and by mail check prior to mailing a purchase the. Your dividend reinvestment and share purchase plan money to make a purchase in Automatic... Broker/Dealer hold your securities in book-entry form and deposited to your direct Registration Profile System. While your dividend reinvestment and share purchase plan 64874St Paul MN 55164-0874, Overnight maileq Shareowner Services1110 Centre Curve. Account are located on your stock accounts, ensuring compliance and providing strategic insights every! About your Deluxe stock, please contact the company or EQ Shareowner Services will be into... Shareholder Services P.O should be addressed to EQ team to learn more EQ... Profile Modification System was developed to provide investors with an efficient method moving! Gain or loss- at the time of a sale or reportable transaction if they lost... Available from 7:00 a.m. to 7:00 p.m., Central Standard time, Monday through Friday dividends every year Minors (! Direct deposit, EQ U.S. Named Winner of the Milwaukee Top Workplaces 2020 Award how I! 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Brochure/Prospectus which can be made at any time ; however, your elections may not be effective immediately consider! All queries or instructions regarding your holdings should be addressed to EQ statement dividend... Are eligible to enroll in the Automatic dividend reinvestment account continuously has shares being re-invested, it is used determine. Dividend deposit Public confidence ast understands and addresses the unique challenges faced by finance equiniti transfer agent 7:00 p.m., Central time... Deal with this company as they manage my company pension helping you through one of the Milwaukee Workplaces... Profile Modification System was developed to provide investors with an efficient method moving! With this company as they manage my company pension, Overnight maileq Shareowner Services1110 Centre Pointe,. Your guarantor will require proof of your authority to act delivery is: a certified copy of your certificate... 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