Various debt instruments, options, rights and warrants acquired on or after January 1, 2013. 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. 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. participants 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. back to top 14. Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. This document will also be available online under eDelivery documents. If another company offers eDelivery in the future will I need to re-consent? In what form can my securities be held? A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, , focused on lost accounts not eligible for SEC search and dormant accounts, , to facilitate the exchange for cash or new shares as a result of a merger of acquisition, an affordable, convenient way to sell or increase shareholders, Best Practices For A Successful Virtual Annual Meeting, 3 Best Practices In Relationship Management, Corporate Actions And The Role Of A Transfer Agent, Us Vs Them: Why A Transfer Agent Might Be Your Best Choice For Equity Compensation Services, Issuance, transfer & cancellation of shares, S-3 registered plans and non-registered plans offered, Capital-raising opportunity with waiver or waiver discount feature available to S-3 registered plans, 24/7 access to best-in-class shareholder portal. 1. Download forms and get answers to frequently asked questions for your stock accounts. Postal Service change the mailing address on my account? To access the NetBasis system, please select the link on As a stockholder of record, all dividend payments and stockholder communications are sent directly to you at your address on . 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. 14. The documents will be delivered by the method you currently have consented to. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Box 64854 St. Pauls, MN . How can I remove the custodian on my account if I am no longer a minor? that was sent to you with your statements to calculate your Can I get a duplicate statement for my account? Why Companies Are Considering SPACs Instead Of A Traditional IPO Your signature must be witnessed by a Medallion Guarantee Program Member (contact your financial institution or broker). 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). Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. A form of individual or joint tenant ownership where a beneficiary has been designated. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. 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. are embarking on a merger, acquisition, spin-off, bankruptcy By using our website you agree to our Cookie Policy. EQ is the trusted transfer agent helping businesses thrive. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. We are trusted to help shareholders with their financial futures, supporting them no matter their level of knowledge. Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. Phone: 866-605-8638 This can be a very difficult and time-consuming process Read more on the topic of why companies need a transfer agent. Your guarantor will require proof of your authority to act. This form may be printed and then mailed into our office. Contact information is found under "How do I find information about my account?" 3. Offering expert guidance, end-to-end investment plan management and on-time payments that help your company attract stable, long-term investors. Options for how to withdraw your shares vary by company. If you have had any property escheated to a state, you will need to contact the state your property was turned over to. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. You may be able to obtain transaction details by logging onto www.shareowneronline.com or by calling Shareowner Services at 1-800-401-1957 for additional options. 7. Prior to February 7, 2011, certain Class C shares were subject to transfer restrictions. (See note 5) I/We hereby transfer the above security out of the name/s of the aforesaid to the person(s) named: Our clients trust us with their business. We are dedicated to supporting your organizations progress, and to helping you avoid obstacles along the way. 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. eDelivery is available to shareholders of participating companies. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS A separate email notification will be sent for each new document or communication. Yes. Here is how your transfer agent can help you get the details right for a successful event. If your company allows it, you may want to consider signing up for direct dividend deposit. 7. 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. If I have Power of Attorney for this account, how do I transfer the shares? 6. The documents will be provided online in an electronic version (PDF). Where can I find my Authentication ID Number? Select Login, then select Having trouble logging in? View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. We partner with professionals in the private, public, and governmental sectors through a wide range of services designed to help them overcome legal obstacles and unplanned events. 10. Please have your EQ account number available when you call. 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. EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . An in-depth look on how private companies can navigate our full suite of products. Paul, MN 55164-0945. Please note that it takes around 3-5 business days to have the shares replaced, and the default method of replacement is electronic through DRS (direct registration system). We suggest you contact an attorney for assistance in completing the Affidavit. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. You can locate the companies that participate in eDelivery under My Account Settings. Options for how to deposit your certificate vary by company. 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. Upon the death of either, the property goes to the survivor. All queries or instructions regarding your holdings should be addressed to EQ. The cost of the bond carries a $75 processing fee and can run up to 3% of the current market value of the shares being replaced. 555 Mission Street. Kings 2019 Season Review and Fall Engagement Guide. Be sure to add your Account Number on the form so we can apply it to your account. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. We use cookies to ensure you get the best experience on Shareowner Online. If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. 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. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). 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. cost basis. AST understands and addresses the unique challenges faced by finance teams. A Direct Purchase Plan has an "open enrollment" feature, which allows investors to purchase their initial share(s) of stock from the issuer rather than purchasing through a brokerage firm. Box 64854 St. Paul, MN 55164-0854 USA Delivery address: To enroll in the plan online, please go to www.shareowneronline.com. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. 6. The tausche their physical GE share my for a report of holdings in book-entry form, please contact GE's transfer agent, Equiniti Trust Company, to begin the process. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. 10. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. their cost basis in order to report their capital gains to the How do I register for online account access? as described on the reverse side of the Stock Power form. 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. 12. transfer. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. We want you to thrive. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. 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. Enter the number of Direct Registration shares being transferred or leave blank. Our specialized expertise helps companies large and small reach success. Telephone: +44 (0) 371 384 2532 . Can I place my shares in a custodial registration for my children or grandchildren? 1. Who can sign up for electronic delivery (eDelivery)? Through stock transfer contact company, EQ + AST help businesses progress by building participant relationships or developing customized stockpile transferring solutions. Mendota Heights, MN 55120. Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. Can I remove a deceased Trustee from the account? 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. If I transfer my shares to a different name registration, will my new account be set up with the same features as my old account: e.g., direct deposit of dividends into my bank account, reinvestment, seasonal address, etc.? They will ask you for your Sharestore Reference Numeric which intention pop on our Annual Sharestore Statement of Entitlement. the Help button once you have logged in to the system. Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. 16. There is an easier way. Yes. 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. To transfer your shares to a trust, Shareowner Services requires the following: Yes. Whether you No, you will not need to re-consent. If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. 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. Stop order? governance 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. 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. We do not recommend registrations in a minor's name alone. If I've recently changed my name, how do I change my registration? If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Box 64854 St. Paul, MN 55164-0854. If you do not want your shares disposed of in FIFO order, you must specify in writing the following for the securities you would like sold, transferred, or withdrawn: Averaging only applies to covered shares held in plans for which the written plan documents require that at least 10 percent of every dividend paid is reinvested in identical stock. Box 64854St. If your company offers account access through www.shareowneronline.com, you may change your address online. If I hold certificates and there is a stock distribution, will I receive a certificate? Non-Us citizen whether you no, you will need to re-consent goes to the system we. Finance teams Power form duplicate statement for my account Settings, options, and... Form is used to certify the foreign status of a shareholder who is cost! 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