endobj /AcroForm 4 0 R This is an interactive form which you may complete online before printing and mailing. 6. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? Bank of America Beneficiary Letter of Instruction Written instructions from In Trust For (ITF), Payable On Death (POD) or Totten. The Medallion stamp must not be dated or notated in any manner. 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. What do I do if I want to sell my book-entry securities? the name of the trust or the grantor or in the case of a trust under will, the name of the deceased; and the date of the trust (not applicable for a trust under will). A form of ownership that can be established for a minor who has not attained the age of majority as defined by the laws of their state of residence. They will not be held in certificate form. The world's leadi ng organizations work with us to maximize their relationships with investors, employees, creditors, members and customers. What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? >> Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. Your eDelivery consent will be removed and future documents will be sent by mail. Sign it in a few clicks I live outside of the United States. 1996 - 2023 Computershare Limited. The Guarantor must affix a stamp bearing the actual words "Signature Guaranteed," sign and print their full name and alpha numeric signing number. Options for how to close your account are located on your statement's share transaction request. In what form can my securities be held? 242 0 obj <>/Filter/FlateDecode/ID[<4A2854866D38AB4B82658C32B4984DD1>]/Index[222 38]/Info 221 0 R/Length 97/Prev 477030/Root 223 0 R/Size 260/Type/XRef/W[1 2 1]>>stream Enter either the Number of Shares or check ( ) All Shares. LearyS 4. 15. Market order? The Medallion stamp must not be dated or notated in any manner. This is different from tenancy in common and tenancy by the entirety. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares. << Probate court is part of the judicial system handling wills, estates, conservatorships, and guardianships. 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. The transfer on death(TOD) designation lets someone receive assets at the time of their benefactor's death without going through probate. Stock transfer instructions and forms are provided by Computershare at https: . 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. %%EOF 13. Your guarantor will require proof of your authority to act. I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings, www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Help for Securityholders: Where to Start When Settling - Computershare ComputersharePO Box 505013Louisville, KY 40233-5013www.computershare.com/investor Name of Current Account Holder Joint Tenant Address Current Holder Account Number City, State, Zip Company Name Transfer Request PLEASE PRINT CLEARLY 02SY3A_WEB 3. 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). This is different from tenancy in common and joint tenancy. Does my company have a reinvestment plan? Some of the brochures/prospectuses and enrollment forms are also online. 1. 2. 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.) endobj hb```f``e`a``] @16 riBtq,Qe^i]KCBi `N8? 18 17@mdj`@p} -* FK~/98i`-}=*/OxA18?/0Mc03MlAuv79(@ KK endobj If the deceased owned stock in certain companies, a Declaration of Ownership may be required. ShareGift Transfer/Indemnity Form . /Font << 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. He has been a professional day and swing trader since 2005. Options for selling Market, Limit and Stop orders may vary by company. 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. Depending on your financial institution you will need to have your signature verified with either Medallion Signature Guarantee or a Signature Guarantee. Address formatting may also be updated (i.e. Please clearly indicate whether you are transferring the deceased's bond to another holder or redeeming it. Sales or exchange of shares subject to this election must apply the First-In/First-Out tax lot selection method. 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. 6. After receiving notification of an account holder's death, the brokerage firm requests a death certificate, current court letter of appointment, stock power of attorney, affidavit of domicile, or other documents as proof of death. These securityholders must contact a broker or financial institution that has a North American affiliate to obtain a Medallion Guarantee. The statements are generally available for viewing the same day they would be sent by mail. 5. With Computershare, you can establish a Transfer on Death registration and designate a single beneficiary or multiple beneficiaries with varying allocations and modify such designations, all in a convenient online platform that makes it easy to simplify beneficiary management, control the disposition of your securities and provide options for Reason for Transfer Deceased Trust Beneficiary - transfer to spouse or descendant(s). 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 Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. /PageLabels 6 0 R Have your securities registered in your name on the corporation's books and receive a physical certificate. 2. Roger Wohlner is an experienced financial writer, ghostwriter, and advisor with 20 years of experience in the industry. 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. That 1099DIV would reflect only the dividends paid to the registered holder prior to the transfer or sale. E278UTR Transfer Request See enclosed instructions PLEASE PRINT CLEARLY 0251OB_GEN_PRV78_WEB_ONLY + + 8 The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer 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. %PDF-1.5 The purchase dates vary by company. If you locate a certificate that has already been replaced, please send the original certificate to EQ Shareowner Services at the following address: EQ Shareowner Services Attn: Lost Securities P.O.

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