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Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. PDF Transfer of Ownership Package The statements are generally available for viewing the same day they would be sent by mail. Otherwise, please contact a customer service representative by phone, mail or email. Can I place a limit order? Please refer to your Plan brochure/prospectus. They leave 50% of their brokerage account and stocks to their son (named) and 50% to their daughter (named). How can I remove the custodian on my account if I am no longer a minor? Please fill in the form and a representative will contact you within one to two business days. This compensation may impact how and where listings appear. Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. Select Recover account with email verification, Use a secure link sent to your account email address to continue. 9. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. Annual meeting material is usually mailed 30 to 45 days prior to the meeting and shareowners are urged to vote by returning a completed proxy card, voting by phone or via the Internet. How do I transfer shares due to a divorce? Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. As an investor, you can have your securities held in book-entry form in your Direct Registration, Direct Purchase or Dividend Reinvestment account, moved electronically between EQ Shareowner Services, your corporation's transfer agent, and your broker/dealer. LearyS 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. Your guarantor will require proof of your authority to act. Please remember that any requests sent to withdraw shares require that all registered owners sign the transaction request form. Cory is an expert on stock, forex and futures price action trading strategies. 3. Print in CAPITAL letters. A BC 1 23 - Computershare The Computershare Transfer Request form will provide all the information required to transfer your shares, including the Share Registry Agent's contact details. Why does the word corrected appear on my tax form 1099DIV/1099B? 5. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? . Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). Book-entry registration helps to keep costs down for your corporation, which in turn adds to shareowner value. Options for selling Market, Limit and Stop orders may vary by company. Visit the transfer agent's Web site at www.computershare.com. 5. Not all states have passed statutes to allow for TOD registrations. Yes. Your guarantor will require proof of your authority to act. IRA Distribution Request Form If you would like to receive a regular, premature, rollover, disability or excess contribution distribution fill out this form and mail it to the address provided. Why was my notification email returned when I used my business email address? If the stock is held in certificate form, we suggest you use registered mail, insured for 5% of the current market value of the shares. The Medallion stamp must not be dated or notated in any manner. The world's leadi ng organizations work with us to maximize their relationships with investors, employees, creditors, members and customers. 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. As a result, all or part of a loss may be disallowed. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. 01. CUSTODIAL REGISTRATIONS +Current Custodian Information 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). The length of time that shareholder communications will stay online will depend upon the situation but most will be online for approximately 30 days if the account is active and open. Transfer Reason Check only one: Computershare Investor Services PLC The Pavilions Bridgwater Road BRISTOL BS99 6ZW United Kingdom . IWC Estate Planning and Management Ltd Tel: +44 (0) 2081 502-010 Email: uuid:542c4590-1e3f-48c8-9d55-2e5660884cbe 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. 1. Who can sign up for electronic delivery (eDelivery)? This acquisition date can be different for the following reasons: The acquisition date for non-covered securities will be displayed as 01/01/1901. Options for how to sell your shares vary by company. POA for Multiple Security Owners (PDF): This specific Power of Attorney is designed to facilitate the transfer, redemption, sale, or liquidation of a security that is held by multiple registered owners when all owners cannot be present to provide their signature(s) and secure a Medallion Signature Guarantee. Account and Beneficiary Information. >> A certified copy of the death certificate. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. 2. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. 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. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Why did I receive a 1099DIV by eDelivery and by mail? We suggest you contact an attorney for assistance in completing the Affidavit. 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. The acquisition date is used at the time of sale to determine if any gain or loss from the sale should be recognized as short-term or long-term. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. The Guarantor must affix a stamp bearing the actual words "Medallion Guaranteed.". 6. 2. If you find property and need to make a claim with a state, follow the instructions provided by each state. If any holdings to be transferred are held in a Dividend Reinvestment Plan, please indicate on the form to include "any and all Dividend Reinvestment plan shares." A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. 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. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. No, you will not need to re-consent. Your guarantor will require proof of your authority to act. A tax lot is a record of the cost basis details associated with shares you acquire in your account. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. %PDF-1.6 % Section 2: Distribution Options Section 3. 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. Transfer on Death Letter of Authorization. When this investor set up these accounts, they filed a TOD form, stipulating who the assets should be transferred to upon death and in what percentages. Be sure to add your Account Number on the form so we can apply it to your account. When will my statement be available for viewing? Roger Wohlner is an experienced financial writer, ghostwriter, and advisor with 20 years of experience in the industry. Bank of America Beneficiary Letter of Instruction Written instructions from In Trust For (ITF), Payable On Death (POD) or Totten. www.computershare.com/investor. Step 1: Transfer Request form Some of the more common types of ownership are listed below. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. A form of individual or joint tenant ownership where a beneficiary has been designated. Transfer on death (TOD) applies to certain assets that must be passed on without going through probate. A Letter of Instruction provides us with a complete list of the name(s), address(s), and social insurance/social security/tax payer ID numbers of the individuals to whom we are to transfer the holdings. To remove a deceased Trustee from the account, Shareowner Services requires the following: To divide or transfer shares due to a divorce, Shareowner Services requires the following: To change a corporate registration, Shareowner Services requires the following: The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. Box 64854 St. Paul, MN 55164-0854. 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. 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). 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. Transfer Form - Transfer on Death Registration - Computershare A Signature Guarantee can only be obtained from the Royal Bank of Canada, Scotia Bank or TD Canada Trust. Transfer Request See enclosed instructions PLEASE PRINT CLEARLY CURRENT HOLDER INFORMATION Shares to be Transferred PARTIAL TRANSFER: PLEASE NOTE: Whole shares cannotbe divided into fractional shares. Stop order? 15. 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.) Sign it in a few clicks 11. This is a straightforward and simple process. Trust beneficiary requesting distribution of funds: Beneficiary Information: Name: _____ Address: _____ Social Security Number: _____ Relationship to Account Holder: _____ My preference for distribution of proceeds (check one): _ Mail to me at the above address . How can I find out if I have any escheated property? We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Those named in a TOD don't have access to the assets before the owner's death. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. 9. You can contact them with the promotional code listed below to obtain a preferred rate for your Medallion Guarantee. 1. It is important that you read the prospectus carefully before deciding to purchase or deciding which options are right for you. 2. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. /Subtype /Form How can I hold my securities in Direct Registration? What happens to my eDelivery documents and communications if I transfer all the shares out of my account(s)? Does my company have a reinvestment plan? Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. A TOD simply transfers all assets associated with an account to the people named. >> Transfer Request PLEASE PRINT CLEARLY 2. NON-CUSTODIAL - Computershare 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.) If you would like to re-consent for eDelivery, you may do so at any time. Paul, MN 55164-0945. Starting in 2024, a specified amount of unspent funds can be transferred to a Roth IRA. Medallion Signature /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] This is an interactive form which you may complete online before printing and mailing. endstream endobj 223 0 obj <> endobj 224 0 obj <> endobj 225 0 obj <>stream hb```f``e`a``] @16 riBtq,Qe^i]KCBi `N8? 18 17@mdj`@p} -* FK~/98i`-}=*/OxA18?/0Mc03MlAuv79(@ KK Generally, the holding period starts the day after securities are purchased and ends on the trade date. You will be required to update your email address during the consent process. as described on the reverse side of the Stock Power form. Probate court is part of the judicial system handling wills, estates, conservatorships, and guardianships. To determine if you are required to complete a Declaration of Ownership, please download it from ourPrintable Formssection. Should the Dividend Reinvestment Plan bear fractional shares, the fractional entitlement will be calculated at the market price on closing for the day prior to our receipt of the request and a cheque representing the proceeds will be sent under separate cover. Here is a list of documents you may be required to produce when settling an estate: This document has many variations: With or without a Will, Letters of Probate, Letters Testamentary or Letters of Administration. << hbbd``b`@H )HpX@u6`yq n+%bM\a@5`*rAv00R( I 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. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Account Options Form If your company offers account access through www.shareowneronline.com, you may sign up for direct deposit online. Upon death, and after the appropriate paperwork is filed, half of the account balance and stocks will transfer to the son and the other half to the daughter. Your session has been inactive and is about to time out. That date will determine if any gain or loss is short-term or long-term. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. It is important that beneficiaries of a TOD are aware of the assets they will inherit so they may prepare accordingly ahead of time. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. /AcroForm 4 0 R 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. Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. 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. 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. If applicable, indicate how un-cashed checks are to be reissued. If you are signing on behalf of the registered owner, additional documentation may be required. 17. Example: Jane Doe incorrectly registered as John Doe. 10. Helping transfer shares from deceased estates - Computershare Party two will complete a Stock Power form and forward the Stock Power and POA for Multiple Security Owners, along with any other documents required for transferring ownership of securities.