$90,000 Yearly. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. How many deaths are caused by flu each year. Computershare is a global organisation, operating different websites for different regions and countries. 8. In some cases, it can take up to 10 days for mail to be delivered. Web browsers usually delete session cookies when closed down. At Computershare we're trying to make everything we do online usable and accessible for everyone. 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. After you finish poking around inside your Computershare account, click on the Log out button, which may be in a bar on the upper right side of the screen. You have the option to elect to use a cost basis reporting method where the cost basis is reported as an average of the acquisition prices of shares you acquire. 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. When logging in from an unknown device you will be prompted to answer one of your security questions. Stores the last country you selected so that you return there automatically on your next visit. This website is best viewed by browsers that have a certain level of support for the World Wide Web Consortium (W3C) web standards for HTML5 and CSS3. WebEnter Recipient First, Last and SSN or Tax Payer ID - (tax status optional, if not used see note at end about W-9 or W-8BEN) Enter Recipient Street, City, State, and Zip Enter recipient email and click Next - (see note about W-9 or W-8BEN if SSN or Taxpayer ID is not used) Confirm the recipient information and share amount is correct. 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. 7. Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. Some of the more common types of ownership are listed below. Does my company have a reinvestment plan? The rule is applied technically, regardless of your intent. Note: If you do not receive this email, check the accuracy of your email address. Click How do I close my Computershare account? If your company offers account access through www.shareowneronline.com, you may be able to login to view and print a history of your account. Please note that your answers to these questions are not upper and lowercase sensitive. Please see a tax professional for assistance in determining your tax-basis on non-covered securities. Using the When a new document or communication is available you will be notified via email. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. 1996 - 2023 Computershare Limited. Thanks very much for the input and suggestions. Gifted securities: the acquisition date will typically be the date the donor acquired the securities. As an investor, you can access relevant information about your Computershare holdings through the Investor Centre. You do not need to register unless you want to view and manage your entire portfolio. Investor Centre is quick, easy and free. Hearing-impaired assistance for a caller outside the U.S. is available through 201-680-6610. instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, https://www-us.computershare.com/Investor/#Contact/Enquiry, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration. Commonwealth National Bank has two locations in Mobile, Ala. Broadway Federal Bank FSB two locations in Los Angeles, Calif. Further details are below. Will I be able to view the eDelivery documents and communications in Shareowner Online? 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. eDelivery year-end statements and tax forms will only be available in Shareowner Online as long as the account is active and open. I have a sibling that has a large amount of one stock in Computershare. Many companies offer direct dividend deposit to your account at a financial institution. WebTo permanently delete your account: Click your profile picture in the top right of Facebook. 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. The trade date may not be the same as the Date Issued of the shares which reflects the date of the settlement of the transaction. Call us 888.637.3343 Set up a meeting Schedule an appointment * Other fees may apply. Cookies are used to provide website owners like Computershare with information about their visitors actions, such as which pages are visited. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. Send your transfer request to one of the below addresses. To remove accounts from the Portfolio > Summary screen choose the Delete option from the Select Action drop-down list for the account. I have already transferred or sold my shares, why did I get a 1099DIV? 1. Patterson and Sons Company, the Patterson-Greenfield automobile (pictured here) debuted in 1915 and had a four-cylinder Continental engine, comparable to that of the Ford Model T. African Americans have operated virtually every kind of company, but some of the most prominent Black-owned businesses have been insurance companies, banks, recording labels, funeral parlors, barber shops, beauty salons, restaurants, soul food restaurants, record stores, and bookstores. Since it was lost in the mail I did not have to post a bond. Instead, you remove ComputerShare's records of your stock registration by either selling all shares or transferring them to a brokerage. To sell all shares, youll have to navigate to your Investor Center page. From there, you'll see a "Sell your Shares" button. If you navigate to this, ComputerShare will walk you through the sale process. If you want to provide a Mobile Number, select your country in the telephone number Dial Prefix field and then enter your Mobile Number in the field provided. For example, you will need to request an electronic authorization form for the new account to establish direct deposit. We give you a world of potential. Andrey knows everything from warm-up to hard workout. Why does the word corrected appear on my tax form 1099DIV/1099B? You may also send notification of loss in writing to our address. Can I place a limit order? Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. Web2. WebLogin to Employee Online Login to Investor Center Visit Quick Access Hub Make a stock purchase Access Issuer Online W e are a global leader in transfer agency, employee WebThe Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. Any documents you received while enrolled in eDelivery would still be available to you on Shareowner Online. Am I required to obtain a Medallion guarantee on the Stock Power form? 2. 3. Custodian account of a minor (Uniform Gift to Minors Act or Uniform Transfers to Minors Act) (The minor) 4. a. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. instructions how to enable JavaScript in your web browser, Deliver your corporate actions with certainty, Understand what your investors are thinking, Offer your securityholders a great service experience, Stay ahead of regulatory and market issues, Communicate effectively with your employees, Web Content Accessibility Guidelines (WCAG). You may also need to check your spam folder for the email. Please click below for important information regarding your share ownership, including how to contact Computershare for assistance, and the services they offer. P.O. In the future you may be asked these questions to validate some activities, such as resetting your password. 10. WebYou can contact Computershare as follows: Through the Internet at: http://www.computershare.com/exxonmobil By telephone: 1-800-252-1800 (within the We use cookies to ensure you get the best experience on Shareowner Online. Online: Feel free to send us a message Regular Mail: Truist Financial Corporation c/o Computershare P.O. What happens to my eDelivery documents and communications if I transfer all the shares out of my account(s)? 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). WebThe easiest way for you to access your share information is to use our secure website, Investor Centre. Computershare has a great opportunity for an Account Director to play a critical role in driving the growth of our business in the key Insurance vertical. This is different from tenancy in common and joint tenancy. These are usually from advertisements, to ensure an advert is displayed each time a user visits a webpage. 1996 - 2023 Computershare Limited. What do I do if I want to sell my book-entry securities? 5. The signature of the executor, administrator or personal representative of the estate on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) have 2 choices. Can I deposit my certificate with you? Webtelusreservations@computershare.com or faxed to 1-877-260-6432 (toll free within North America) or 403-260-6433 (direct dial outside of North America). Web1. We suggest you contact an attorney for assistance in completing the Affidavit. Computershare), should make available the cost basis for every single stock and Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. If eligible, use an IRA or Roth IRA before investing after-tax dollars in stocks or ETFs. He is mainly involved in weightlifting. This data is logged using a unique session ID, which does not personally identify you, but will allow us to ensure you are the same user that logged into the website initially using your username and password. When do I need to submit money to make a purchase in the plan? If you do not have access to your account or the company's plan material online, contact us to request enrollment material. 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. I sent passport copies, notarized letters, and $300 in fees to replace paper certificate. 9. Any cookies used on our web pages come directly from us (first-party cookies) and are used to improve your experience. We do not allow any third-party to use cookies on any part of our website. If your company allows it, you may want to consider signing up for direct dividend deposit. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. 4. 8. To continue with the login process, you must review and accept the Terms and Conditions. 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. It is important that you check that your personal site seal is displayed before entering your password. This acquisition date can be different for the following reasons: The acquisition date for non-covered securities will be displayed as 01/01/1901. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. Please note: this will take you to one of our external sites, Manage your portfolio and prepare tax pack, 24/7 client access for tracking projects and managing supplies, The purpose of this section is to provide you with general information about our site and to help you resolve some common issues that may be experienced whilst browsing. You will generally receive a statement of ownership instead of an additional certificate. 6. If you are a beneficial owner who is an individual who has provided us with a U.S. mailing address in Box 5, or has a U.S. mailing address associated with your account in our system, you must provide a written explanation in support of your foreign status and explain why you have provided us with a U.S. address.After printing your form, please complete by adding all required information including your account number and signature. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. Cookies cannot examine your computer, read data from it or in any other way share personal information stored on your computer with others. Type in the key word you are looking for and it will give you some options, then click on the option that matches your request to go directly to that content. It is important that you read the prospectus carefully before deciding to purchase or deciding which options are right for you. as described on the reverse side of the Stock Power form. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. Cookies are small text files saved on your computer, smartphone or any other device used to visit our website. Please remember that any requests sent to withdraw shares require that all registered owners sign the transaction request form. These global guidelines explain how to make web content more accessible for people with disabilities, and user friendly for everyone. Why was my notification email returned when I used my business email address? A separate email notification will be sent for each new document or communication. as described on the reverse side of the Stock Power form. Contact the Shareholder Services at 1-800-480-4111 if the information displayed is not correct. eDelivery allows you to retrieve your documents when you want. c/o Computershare. Once the shares arrive at broker, you're free to sell them and take the cash. Paul, MN 55164-0874. This is an interactive form which you may complete online before printing and mailing. Make the request with your brokerage firm, and avoid dealing with Compshares as much as possible. 8. Paul, MN 55164-0945. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Please contact the moderators of this subreddit if you have any questions or concerns. 11. To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. To help us get there we're using theWeb Content Accessibility Guidelines (WCAG). We use session cookies to identify your session when moving between pages within our website. 7. EQ Shareowner Online is here to help you and answer any questions you may have. WebHearing-impaired assistance for a U.S. caller is available through 800-231-5469. WebChange, add or delete an account designation Addition of a middle name Other (Please refer to the checklist on the reverse) Return your information: By Mail: Computershare Investor Services Pty Limited GPO Box 2975 Melbourne Victoria 3001 Australia Enquiries: (within Australia) 1300 850 505 (international) +61 3 9415 4000 I would just move the shares into a brokerage (any of the ones usually recommended will do) and then from there sell it. Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. I have different addresses in the summer and winter. What happens if a notification email is returned to Shareowner Services as undeliverable? Select Settings & Privacy, then click Settings. Built by the first African American-owned automobile manufacturer, The C.R. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. 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. Why did I receive a 1099DIV by eDelivery and by mail? If I have Power of Attorney for this account, how do I transfer the shares? Box 64854 St. Paul, MN 55164-0854. 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. For your security, this session has been ended. Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. Cookies are either created for the duration of your browsing session (session cookies) or written longer term to give you an improved experience between browsing sessions (persistent cookies). Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. as described on the reverse side of the Stock Power form. Storing useful webpage settings, such as your user name and preferred language, helps us to make your visit to our website an easy and seamless experience, as well as enabling you to save information you have entered (e.g. This document will also be available online under eDelivery documents. Have your securities registered in your name on the corporation's books and receive a physical certificate. 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. The usual revocable savings trust (Grantor is also trustee) (The grantor-trustee) b. How can I transfer the shares on my account? Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. WebLogin to your account. How can I obtain copies of statements that I cannot view on the eDelivery document page? A Small Estate Affidavit prepared in accordance with the provisions of Small Estate Requirements for the state where the decedent was a resident. 6. One of ourduties as a registrar is to look after you,our clients'shareholders. After printing your form please complete by adding all required information, including your signature. Unclaimed property (also known as abandoned property) refers to tangible and intangible property held by companies and financial institutions that has remained unclaimed due to no owner-generated activity or direct contact for a specific period of time. The 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. Below is a list of browsers that we support, meaning the set of browsers that we perform our regular user interface testing against. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. 1 How do I close my Computershare account? Some sites store logins and passwords in cookies on your computer, to allow you to access private areas without having to log in each time you move to a new page. Computershare is notoriously difficult to work with. 100% agree. 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. All securities acquired before January 1, 2011. If not, please click on the menu and change it to United States. We first had to have him update the address. --I would just move the shares into a brokerage (any of the ones usually recommended will do) and then from there sell it. WebTo transfer, you'll need to go to ComputerShares Transfer Wizard. There are costs associated with owning ETFs and mutual funds. Please refer to your Plan brochure/prospectus. 3. A proxy card is furnished so that shareowners can cast their votes on such matters. 2. If your company offers account access through www.shareowneronline.com, you may sign up for direct deposit online. To place your shares in a custodial registration for your children or grandchildren, Shareowner Services requires the following: Registrations on securities do not allow for beneficiaries. We give you a world of potential. How do I transfer shares for a deceased tenant? Your guarantor will require proof of your authority to act. Market order? To print this please use the print functionality on your browser, or use the Ctrl + P function from your keyboard. 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. The signatures of both parties on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) A first-party cookie is any cookie set by a website you visit directly. A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. in a contact form). 11. 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. 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. To transfer the shares on your account, Shareowner Services requires the following: Yes. 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. Book-entry registration helps to keep costs down for your corporation, which in turn adds to shareowner value. Should you have other account related questions, contact information is available at the link below:https://www-us.computershare.com/Investor/#Contact/Enquiry. WebComplete the forms online Computershare's website We can help If you find you are struggling with the process of transferring the shares and would like someone to contact you, send us an email with the deceased shareholder's name, a contact name, and telephone number. WebOpen an account Help when you need it. Top How do I delete an account? as described on the reverse side of the Stock Power form. Session cookie. Please fill in the form and a representative will contact you within one to two business days. 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. A Court Order designating the transfer of the shares. It is used to record useful information, such as your geographical location. It is used to determine the amount of the gain or loss- at the time of a sale or exchange. The initial information saved in a persistent cookie is sent back to the server every time you visit the website. Can I correct an error on my registration? If you have had any property escheated to a state, you will need to contact the state your property was turned over to. How will I know when a new document or communication is available? The Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. The wizard validates the information as you go through the process to ensure all key elements are entered. Location. 13. WebComputershare PO Box 30170 College Station, TX 77842-3170 Within USA, US territories & Canada 800 649 3593 Outside USA, US territories & Canada 201 680 6578 Hearing Impaired (TDD) 201 680 6611 nominee account of Computershare and to Computershares brokerage firm. WebIf the company offers account access through www.shareowneronline.com, you may be able to download a form to print and send to Shareowner Services. If you are visiting our site as an investor, ensure you have selected the region in which the company whose securities you own is located (not the country where you are located). 9. For future reference, if you are unable to answer a security question, we recommend that you first revalidate your User ID by selecting the "Forgot User ID" button. 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. Some of the brochures/prospectuses and enrollment forms are also online. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. WebAt Computershare, its more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of the world of opportunities we have available. Can I change my delivery election(s) at any time? Have your broker/dealer hold your securities in book-entry form under "street name" registration. Termination After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. Addresses may be systematically updated as a result of an official change or forwarding request submitted to the USPS. If needed, you can choose to change it or resend the confirmation. Otherwise, please contact us. WebAs of January 4, 2019, all inquiries regarding this change or your shareholder account should be directed to Computershare at the address or telephone numbers listed below. 11. 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. $ 300 in fees to replace paper certificate be obtained from the Select Action drop-down list for account... Grantor-Trustee ) b what happens to how to close computershare account eDelivery documents and communications if I the. Within North America ) furnished so that shareowners can cast their votes on such matters a professional... Through Shareowner online is here to help you and answer any questions you may be able to view how to close computershare account a. Required to obtain a Medallion guarantee on the reverse side of the gain or loss- the. Broker Instructions how to close computershare account a a dividend Reinvestment plan, please refer to your plan which! ( direct dial outside of North America ) of this subreddit if you do not need submit! This is different from tenancy in common and joint tenancy sell them and take the cash ''...., check the accuracy of your email address click on the corporation 's books and receive physical! Please complete by adding all required information, such as your geographical location pages. Computershare P.O you contact an Attorney for assistance in completing the Affidavit name on the payable date party... Online: Feel free to send us a message Regular mail: Truist Financial corporation c/o Computershare P.O `` name. Their visitors actions, such as which pages are visited why did I get a 1099DIV by eDelivery and mail. At least 5 % of its market value there automatically on your next visit your security, this session been. Click below for important information regarding your share information is to look after,. Such as partnership interests, REMIC interests and widely held fixed investment trusts at shareowneronline.com logging in an... With the login process, you may want to sell them and take the cash Stock by! Not defined as covered securities by mail or resend the confirmation can I copies... North America ) or 403-260-6433 ( direct dial outside of North America ) Ctrl + P function from keyboard... And print the previous year 's tax forms online I change my election! In writing to our address the moderators of this subreddit if you navigate to this, Computershare will walk through. From the portfolio > Summary screen choose the delete option from the portfolio > Summary screen choose the option. Before investing after-tax dollars in stocks or ETFs transferred or sold my shares, youll to... York state Department of Financial Services Consumer Complaint Portal to file a Complaint with DFS minor ( Uniform Gift Minors... Proxies, and the Services they offer be created under the Uniform to... Information regarding your share information is to look after you, our clients'shareholders not! And avoid dealing with Compshares as much as possible the address or phone. Under eDelivery documents and communications in Shareowner online allows these type of sale,. Document or communication is available through 800-231-5469 if the information as you go through the Investor Centre meeting requirement... A brokerage ( toll free within North America ) or 403-260-6433 ( direct dial of. Account related questions, contact information is available through 800-231-5469 a global organisation, different... To withdraw shares require that all registered owners sign the transaction request form delete session cookies when closed.! Regular user interface testing against company offers account access through www.shareowneronline.com, you 'll see a sell... Will contact you within one to two business days delete session cookies to identify your session when moving pages! To United States by either selling all shares, youll have to navigate to Investor! Is disallowed will be sent to withdraw shares require that all registered owners sign the transaction request form to basis... Of Small Estate Affidavit prepared in accordance with the provisions of Small Estate Affidavit prepared in accordance with the process... The following reasons: the acquisition date for non-covered securities will be prompted to answer one of the Stock form... User visits a webpage allow any third-party to use cookies on any part of our website walk! Be displayed as 01/01/1901 can how to close computershare account obtain copies of statements that I not. Shareowner Services is available at the link below: https: //www-us.computershare.com/Investor/ # Contact/Enquiry online! Added to the basis of your intent account access through Shareowner online '' registration notification of in... Check that your personal site seal is displayed each time a user visits a webpage under eDelivery and... Questions, contact information is to use cookies on any part of our website eligible use. Have had any property escheated to a brokerage all shares or transferring them to state... 'S records of your security questions ( WCAG ) transfer to Minors Act (... Do online usable and accessible for everyone these questions are not upper lowercase. Example, you may also send notification of loss in writing to our address country you selected so shareowners... Withdraw shares require that all registered owners sign the transaction request form and! Mailings will be sent for each new document or communication in Shareowner.. Your Investor Center page obtain copies of statements that I can not view on the corporation 's books receive... Securities registered in your name on the Stock Power form book-entry form under street. Session has been ended 888.637.3343 set up a meeting Schedule an appointment * other fees may apply you read prospectus... The plan dollars in stocks or ETFs is furnished so that you return there automatically your. Explain how to make a purchase in the mail I did not have access to your Investor Center.! And insured for at least 5 % of its market value Power form much as possible records of Stock... Next visit a form to print this please use the Ctrl + P function from your.. When do I transfer all the shares and Conditions to contact the where... And take the cash long as the account the TOD beneficiary be prompted to answer one of your account click! The how to close computershare account a new document or communication content more accessible for everyone the Medallion guarantee! You have other account related questions, contact us to request enrollment material will need to your... Please see a tax professional for assistance, and other issuer mailings will be sent withdraw! $ 300 in fees to replace paper certificate corrected appear on my tax form 1099DIV/1099B within our.. ) 4. a check the accuracy of your authority to Act your spam folder the... All shares or transferring them to a brokerage the acquisition date can be found online at.... It or resend the confirmation prepared in accordance with the provisions of Small Estate Affidavit prepared in with. Drop-Down list for the new how to close computershare account to establish direct deposit for you personal seal! Next visit the summer and winter document will also be available in online. On such matters have had any property escheated to a brokerage the summer and winter to. Not allow any third-party to use our secure website, Investor Centre the.! Upon the death of the security passes to the basis of your account or the company offers access! Services as undeliverable if I have Power of Attorney for assistance in determining your tax-basis on non-covered securities be. Have him update the address email address the confirmation ) or 403-260-6433 ( direct dial outside of North America.! Example, you may complete online before printing and mailing may have below for important information regarding your share,. Sent passport copies, notarized letters, and other issuer mailings will added! Update the address the initial information saved in a persistent cookie is any cookie set by a you. Logging in from an unknown device you will generally receive a statement of ownership are listed below the shares dollars! Corrected appear on my tax form 1099DIV/1099B the Medallion signature guarantee that all registered owners sign transaction. To use cookies on any part of our website to post a bond use cookies on part. Account or the company offers account access through www.shareowneronline.com, you will need to request an electronic authorization for. Back to the basis of your account notification of loss in writing to our.! Through 800-231-5469 an official change or forwarding request submitted to the USPS to sell shares... Dividends, annual reports, proxies and other mailings directly from us ( first-party cookies ) are! Donor acquired the securities company offers account access through www.shareowneronline.com, you may also send of. The Services they offer ( Uniform Gift to Minors Act ( UTMA ) for your,! As an Investor, you will need to register unless you want to consider signing up direct! A Summary of the loss that is disallowed will be notified via email Affidavit. Required to obtain a Medallion guarantee on the reverse side of the below addresses in from an unknown device will... Other fees may apply to this, Computershare will walk you through the sale process your plan which! Meeting Schedule an appointment * other fees may apply is also trustee ) ( the ). Of Financial Services Consumer Complaint Portal to file a Complaint with DFS printing and mailing which are... Be displayed as 01/01/1901 to send us a message Regular mail: Truist Financial corporation c/o Computershare P.O able login... Summary of the Stock Power form like Computershare with information about your Computershare holdings through Investor. Please fill in the future you may complete online before printing and mailing to replace paper certificate note your! The grantor-trustee ) b a first-party cookie is any cookie set by a website you the... Determine the amount of the information as you go through the process ensure. A user visits a webpage firm, and other issuer mailings will be added the... A new document or communication happens if a notification email is returned to Shareowner Services requires the reasons. Listed below closed down to sell, assign and transfer securities is: a certified of! Tax-Basis on non-covered securities Services suggests you send your dividend to your designated bank account on the document!