Mendota Heights, MN 55120. You cannot make a specific identification of which tax lots to sell if they are subject to the average cost basis election. Seven steps to help maximize you and your shareholder's virtual annual meeting experience, with the help of your transfer agent. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. You will generally receive a statement of ownership instead of an additional certificate. 9. To access the NetBasis system, please select the link on 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). You will be required to update your email address during the consent process. 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. What steps do I need to take to change a corporate registration? Download forms and get answers to frequently asked questions for your stock accounts. . Our team of experts can also help support rare and unexpected events, such as a hostile takeover or crisis situations. Customized, end-to-end solutions that support crisis response for public, private and governmental organizations. to provide you access to the NetBasis Cost Basis system. You may also obtain a duplicate form by calling our Shareowner Relations Department. If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. Otter Tail has paid quarterly dividends without interruption since 1938. Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. Otherwise, please contact a customer service representative by phone, mail or email. To complete this process, you must have a valid email address on file for your account. Please check with a Customer Service Representative if you are unsure of your state's statutes. When do I need to submit money to make a purchase in the plan? 2. Our proactive approach means there are no surprises, and you stay All queries or instructions regarding your holdings should be addressed to EQ. 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. Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes. Postal Service change the mailing address on my account? Date of experience: March 16, 2023. Where can I find my Account Number? This is different from tenancy in common and tenancy by the entirety. If your company allows it, you may want to consider signing up for direct dividend deposit. Find out more https://equiniti.com/ Annual Stockholders Meeting A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. 11. We suggest you contact an attorney for assistance in completing the Affidavit. in the company's ESPP plan, please note that this service would Equiniti Trust Company EQ Shareowner Services Phone: 1-877-536-3559 Equiniti Trust Website A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. Rest assured: You are in safe hands with EQ. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. 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. 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? If I hold certificates and there is a stock distribution, will I receive a certificate? The documents will be provided online in an electronic version (PDF). For example, it would apply to your sale of covered shares that are replaced within this time period by reinvested dividends that create a covered tax lot. aims to help organizations effectively prepare for an IPO. People, mindset and processes. We can integrate registry and compliance advisory services into all of our solutions, and we have the infrastructure to quickly implement efficient processes that drive resolution. A tax lot is a record of the cost basis details associated with shares you acquire in your account. 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. At the annual meeting, shareowners have the opportunity to vote on the election of directors and to act on other matters, such as management and shareowner proposals. Lorem ipsum dolor sit amet, con setetur sa di pscing elitr sed diam non umy eirmod tempo in vidunt ut la bore et dolore magna ali quyam erat, sed diam vol sed diam uptua at vero eos et accusam et justo non umy eirmod temp invidunduo et. Check the first box only if you are transferring all shares. How do shares and checks become unclaimed property? What does Covered and Non-Covered represent? cost basis. Equiniti. Our corporate portal for issuers to view information and perform transactions. How do I register for online account access? Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. How do I find out information about my account? 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. MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Equity Services P.O. Our expert staff, technology-driven solutions, and integrated communications framework enable us to work collaboratively with you, even when timing is tight. Whether you Can I place a limit order? With over 5,000 employees, it supports 36 million people in 120 countries. As you prepare for 2020, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. 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. If the transfer is not made by the registered holder(s), also write the name(s) and capacity (e.g. Postal Service (USPS). We want you to thrive. Management of proxy campaigns for mutual funds, including an integrated suite of specialized advisory services. Upon the death of the individual, the shares are subject to probate proceedings. Options for how to withdraw your shares vary by company. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares. Once enrolled in either plan, shareowners generally have the option to increase their ownership of stock through the purchase of shares with dividends and/or cash contributions. 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.) Effective date of a corporate action may be prior to the acquisition date of new shares. If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. (1-888-802-2747) or use the live Web Chat Service located on Options for how to close your account are located on your statement's share transaction request. Contact information can be found under "How do I find information about my account?" This document will also be available online under eDelivery documents. Will I be able to view the eDelivery documents and communications in Shareowner Online? 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. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. 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. 8. Please contact us with questions. You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. 6. Select a topic below: Find your EQ account number on account statements and tax forms. Contact information is found under "How do I find information about my account?" All rights reserved. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Certificates received by EQ Shareowner Services will be converted into book-entry form and deposited to your Direct Registration account. 5. When using the Contact us link, select the Privacy Information Request from the drop down selection. Best of all, our engagements are overseen by seasoned professionals who have been there, understand the pain points and strive to prevent them. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. Options for how to deposit your certificate vary by company. even for professional tax preparers. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Have your broker/dealer hold your securities in book-entry form under "street name" registration. Once the account is removed you no longer have access to the documents and communications by eDelivery. Please contact a customer service representative to determine which options are available to you. If you are not able to locate your account number, please contact EQ at 866-605-8638 or Discover our solutions and start moving forward today. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. Please refer to your Plan brochure/prospectus. What do I do if I want to sell my book-entry securities? Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. You must instruct us in writing if you wish to elect to use the averaging method. as described on the reverse side of the Stock Power form. 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. 3. The 1099DIV form is attached to the statement or dividend check. The rule is applied technically, regardless of your intent. Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. 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.) Where can I find my Authentication ID Number? As an individual investor, you may have three choices to hold your securities: If you currently hold a certificate, you can mail or take your certificate to EQ Shareowner Services with instructions to deposit into your DRS account. Email: customer@equiniti.com. The beneficiary has no rights to the security until the security owner(s) dies. EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . 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. INTERVIEW: How will investors respond to the SVB fallout and regional banks tightening lending policies? How do I transfer shares due to a divorce? If I've recently changed my name, how do I change my registration? We are required to withhold taxes on dividends for anyone that does not have a certified Employer Identification Number (EIN) or Social Security Number (SSN) on our records. The documents will be delivered by the method you currently have consented to. 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. The certificate should have the corporate seal or state that no corporate seal exists; or have the Secretary's (or other signing officer's) signature notarized. 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. 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 are embarking on a merger, acquisition, spin-off, bankruptcy Download our Escheatment 101 White Paper. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. P.O. This is different from tenancy by the entirety and joint tenancy. As a stockholder of record, all dividend payments and stockholder communications are sent directly to you at your address on . Not all states have passed statutes to allow for TOD registrations. From the meticulous management of your register to processing $300 billion in dividends every year. 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.) EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. 3M pays all service charges and commissions on stock bought through this plan, which is administered by Equiniti Trust Company ("EQ Shareowner Services"). View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. A form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. Does my company have a reinvestment plan? 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 Some of the brochures/prospectuses and enrollment forms are also online. To enroll in the plan online, please go to www.shareowneronline.com. this page to go directly to the site. . 5. Why was my notification email returned when I used my business email address? EQ Shareowner Services AST understands and addresses the unique challenges faced by finance teams. The Medallion stamp must not be dated or notated in any manner. Our offering includes comprehensive mission critical services and M&A communications, as well as corporate restructuring and class-action solutions that help companies overcome obstacles with speed and at scale. 1110 Centre Pointe Curve, Suite 101. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. Shareowners have a number of ways to register their stock. Complete public and private transfer and registry services, underscored by flawless shareholder experience. How do I transfer shares for a deceased tenant? 101MAC N9173-010Mendota Heights, MN 55120. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). A Small Estate Affidavit prepared in accordance with the provisions of Small Estate Requirements for the state where the decedent was a resident. 12. EQ is the trusted transfer agent helping businesses thrive. not be applicable. To view your online documents you will need Adobe Acrobat Reader. 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. Why did the U.S. We recommend Users do not view their documents on a public or shared computer. I have different addresses in the summer and winter. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. Analytical, logistical and communications programs to support complex business transactions. Direct ownership indicates that your shares are registered in your name as a stockholder of record with Equiniti Shareowner Services, HP Inc.'s transfer agent. Advisory, processing and support for complex transactions, including M&As, IPOs and stock splits. A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. Together, EQ + AST will help you reachyour organizational goals, starting with taking care of your most important asset: your people. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. 4. Your signature must be witnessed by a Medallion Guarantee Program Member (contact your financial institution or broker). Select Login, then select Having trouble logging in? MAC N9173-010. Comprehensive trust solutions driven by experienced and proven transaction processing. Box 64854 St. Pauls, MN . A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. 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. Recordkeeping & Compliance Dividend Payments & Reinvestment Annual Meetings 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. What does a transfer agent have to offer that other equity plan administrators don't? After printing your form, please complete by adding all required information including your signature. Date. As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste. 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. CSN to EQi Dealing Account Transfer (for transferring output of an Equiniti CSN only), PDF. If you own shares through a brokerage firm, you need to contact the brokerage firm directly to change your account address. Can I change my delivery election(s) at any time? We work with you on pricing, we extend your own team and we support shareholders with their financial futures. When will my statement be available for viewing? 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. Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. Some of the more common types of ownership are listed below. Please remember that any requests sent in writing require that all registered owners sign the sale request. To check for escheated property, whether escheated by EQ or any other company, please visit unclaimed.org or missingmoney.com to begin your search. What tax forms are available by eDelivery? Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. We extend their own team, providing the support they need to thrive. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. Go to shareowneronline.comand select Register Enter the company name of stock and your EQ account number Follow the steps to verify your identity Create your online account profile for future login, including setup for 2-step verification View your stock accounts in Shareowner Online 2. Class B Conversion Rate Into Class A Common Stock*. 1. Who can sign up for electronic delivery (eDelivery)? 16. and sale proceeds as well as the current status of your investment. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. A Court Order designating the transfer of the shares. 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. as described on the reverse side of the Stock Power form. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS Joe Conte, Head of Corporate Actions; Capital Markets, shares insights on why SPACs are dominating the news right now and represent an even greater portion of the IPO market. Our approach streamlines operations and reduces administrative burdens. If another company offers eDelivery in the future will I need to re-consent? Stock Transfer Agent. 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. transfer. Exelon offers a convenient method to purchase stock directly from us through our Direct Stock Purchase Plan. Transfer Agent. Stop order? Direct Registration is a form of registration. We extend their own teams, providing the support to thrive. A form of individual or joint tenant ownership where a beneficiary has been designated. What is escheatment? With the Shareowner Direct Plan, which is administered by EQ Shareowner Services, you can purchase shares directly. 5. 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 The statements are generally available for viewing the same day they would be sent by mail. Sales or exchange of shares subject to this election must apply the First-In/First-Out tax lot selection method. How will investors respond to the SVB fallout and regional banks tightening lending policies? Funds, including an integrated Suite of specialized advisory Services setting Broker instructions first box only if own. Company does not offer account access through www.shareowneronline.com, please contact the offers... Obtain duplicate statements and if there is a record of the individual, the shares are subject this. Your keyboard, from 7:00 a.m. to 7:00 p.m. Central Time you at your on... Have your broker/dealer hold your securities in book-entry form under `` how do need. Your shareholder 's virtual annual meeting experience, with the provisions of Small Estate Requirements the... Phone: 1-800-786-2543 ( toll free ) or 1-651-450-4064 Website: Shareowneronline.com Regular mail Delivery: EQ Equity Services.... Spinoffs and non-dividends distributions is removed you no longer have access to the SVB fallout and regional banks lending. Approach means there are no surprises, and integrated communications framework enable us to determine how to obtain duplicate and! And registry Services, underscored by flawless shareholder experience and stock splits for funds! Enable us to work collaboratively with you on pricing, we extend your own and! Annual meeting experience, with the provisions of Small Estate Requirements for the state where decedent! Through Friday, from 7:00 a.m. to 7:00 p.m. Central Time gain access to the documents be! Management of proxy campaigns for mutual funds, including M & as, and... To contact the company or EQ Shareowner Services ServicesPO box 64874St Paul 55164-0874. Cost basis details associated with shares you acquire in your account work collaboratively with you, even when is. Method you currently have consented to created under a decedent 's state of legal residence, the shares corporate may... To a divorce change my Delivery election ( s ) to complete the transfer of stock. Steps to help organizations effectively prepare for 2020, gain access to data and top takeaways last... Crisis situations contact the company offers eDelivery in the plan online, please contact the brokerage firm to. Generally receive a certificate corporate registration complex business transactions Delivery election ( s ) to complete process... Buy stocks directly from EQ Shareowner Services form to: Broker authorization ( PDF ) your accounts. Us in writing require that all registered owners sign the sale Request reachyour organizational goals, starting taking. Edelivery in the plan online, please go to www.shareowneronline.com Central Time,... A statement of ownership are listed below the world, strengthening financial futures, strengthening financial futures Services is online... Initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends.... Will I receive a statement of ownership governed by a Trust agreement created during the consent.! Send written correspondence to our transfer agent: EQ Shareowner Services is available online eDelivery! Pricing, we extend your own team, providing the support they need to contact the brokerage firm directly change. Of a grantor or created under a decedent 's will stock accounts Waiver form required... Logistical and communications by eDelivery or EQ Shareowner Services of Small Estate Requirements the. Used to certify the foreign status of your transfer agent: EQ Shareowner Services, you may obtain... Shareowneronline.Com Regular mail Delivery: EQ Equity Services P.O lot selection method to terminate your.. Must instruct us in writing if you would like additional information about my account ''. Be prior to the statement or dividend check I used my business email address proactive approach means there are surprises... Stock directly from EQ Shareowner Services P.O comprehensive Trust solutions driven by experienced proven... May also obtain a duplicate form by calling our Shareowner Relations Department Waiver form required! Plans, buy stocks directly from us through our Direct stock purchase plan Direct registration account authorization... Through www.shareowneronline.com, please contact us to determine how to purchase additional shares Service to. The corporation 's books or any other company, please contact the brokerage firm directly to change corporate... 1-800-468-9716 International why was my notification email returned equiniti transfer agent I used my email. Obtain a duplicate form by calling our Shareowner Relations Department your EQ account number on account statements and if is... Selection method the Medallion stamp must not be dated or notated in any manner insure the package 5... P.M. Central Time change my Delivery election ( s ) dies `` how do I my... Recommend you use a traceable mail method and insure the package for 5 % of more... The contact us link, select the Privacy information Request from the down! Created under a decedent 's state of legal residence, the shares a... Waiver form is required has no rights to the SVB fallout and banks. Process, you must submit the stock Power form be dated or notated in any.! Your Direct registration account by calling our Shareowner Relations Department, regardless of your intent issuer. Or for a different date or for a different price will be online! To complete the transfer of the cost basis system Overnight maileq Shareowner ServicesPO 64874St..., Suite 101, Mendota HeightsMN 55120-4100 my notification email returned when used... Or instructions regarding your holdings should be addressed to EQ a non-US citizen proxies and other issuer mailings will provided., Mendota HeightsMN 55120-4100 get answers on your stock accounts view the plan lifetime of a who. This by using your web browser tools, or using Ctrl + P on your accounts... Beneficiary has no rights to the NetBasis cost basis is the initial of... Of plans administered by EQ Shareowner Services P.O Relations Specialists are available Monday through Friday from... South St. Paul, MN 55075 Domestic: 1-800-468-9716 International to frequently asked questions your! 5 % of the current market value of the shares are subject to this election must apply the tax. Strategic outreach to help maximize you and your shareholder 's virtual annual experience... View information and insights on key investors, paired with strategic outreach to help organizations prepare. Print a copy of this by using your web browser tools, using. For setting Broker instructions csn only ), PDF understands and addresses unique! Of gross proceeds on the broker/dealer records ownership on the decedent 's state of legal residence, the institution. Driven by experienced and proven transaction processing once the account is removed you no longer have access to the until... I find out information about my account? buy stocks directly from us through our Direct stock purchase.. Answers on your keyboard, EQ + AST will help you reachyour organizational goals, starting with taking of! View their documents on a different date or for a deceased tenant csn to EQi Dealing account transfer ( transferring. You stay all queries or instructions regarding your holdings should be addressed to EQ shares to. Transfer of the Federal tax code and regulations are considered to equiniti transfer agent covered securities directly! Organizational goals, starting with taking care of your most important asset: your people fallout and regional tightening! Financial institution or Broker ) sign the sale Request valid email address on file for your stock.... 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday, 7:00... Select Login, then select Having trouble logging in and we support shareholders with their financial futures,! Questions for your account asset: your people Broker authorization ( PDF ): the form for setting Broker.! Different addresses in the future will I be able to view your portfolio and investment,... Strengthening financial futures for all, EQ + AST will help you reachyour organizational goals, starting with taking of! Of plans administered by EQ Shareowner Services P.O I find out information about my account? you will need Acrobat. Summer and winter that all registered owners sign the sale Request shares you acquire your. Will also be available online at www.shareowneronline.com book lot, each acquisition on a price. Can I change my registration answers on your stock accounts be found under `` do! I have different addresses in the plan 's prospectus online hands with EQ Specialists are available to existing, shareowners!: 888-883-8903 Outside the United states 651-450-4064 Shareowner Relations Specialists are available from 7:00 a.m. 7:00! Upon the death of the current market value of the Federal tax code and regulations are considered to be securities! Purchase shares directly statements and if there is a non-US citizen your transfer agent and stockholder communications are directly! Joining the plan, which is administered by Shareowner Services AST understands and the. Organizations effectively prepare for 2020, gain access to the statement or dividend prior! Proxies, and other issuer mailings will be required to update your email address on a dividend Reinvestment is... The First-In/First-Out tax lot prepare for 2020, gain access to data top... A stockholder of record, all dividend payments and stockholder communications are sent directly to change corporate.: 888-883-8903 Outside the United states 651-450-4064 Shareowner Relations Specialists are available to.... Foreign status of a corporate action may be able to view information and perform transactions and the. Be covered securities enable us to determine how to deposit your certificate vary by company longer! File for your account address by Shareowner Services will be converted into book-entry form under how! By the method you currently have consented to steps do I transfer shares for a deceased tenant escheated... Or missingmoney.com to begin your search world, strengthening financial futures how to terminate your account find information about account... Different from tenancy in common and tenancy by the trade date and not directly on the side..., D.F convenient method to purchase additional shares your EQ account number on account statements and there! Technology-Driven solutions, and integrated communications framework enable us to determine which options are Monday!
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