Black-owned banks and credit unions Citizens Trust Bank located in 15 cities across the U.S. Columbia Savings and Loan located in Milwaukee, Wyo. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. But anyways, I would definitely open a brokerage account with Schwab, Fidelity, Etrade, etc. To terminate your CIP account, you can access your account online at www.computershare.com. Also, enter the security code that is shown in the Shareholder Validation section; this is not upper or lower case sensitive. Continue. 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. Am I required to obtain a Medallion guarantee on the Stock Power form? Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. When you invest in one of our clients, we're on hand to make sure you have the information you need about your shares and shareholder meetings, and to buy or sell shares when you tell us 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. 12. It is used to record useful information, such as your geographical location. 1 How do I close my Computershare account? A quick way to get to a destination is to use the search function which is located at the top of the screen. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Please remember that any requests sent in writing require that all registered owners sign the sale request. 7. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. 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. 1. The Medallion stamp must not be dated or notated in any manner. Your guarantor will require proof of your authority to act. WebComputershare - Login to Computershare Login to Computershare Username: The User ID is required. You may select from the following two options: As applicable, to confirm your shareholdings, simply fill in the required validation information based upon the option you choose. New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. One of ourduties as a registrar is to look after you,our clients'shareholders. Although not mandatory, we recommend you enter a mobile number as it is required to complete some transactions. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. Do not choose this option if you are using a public computer. 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. Where can I view a list of companies that participate in eDelivery? Who is the new host of Dancing with the Stars? Stop order? A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. You will generally receive a statement of ownership instead of an additional certificate. Example: Jane Doe incorrectly registered as John Doe. You can change which website and language you are viewing at any time by using the drop down box at the top of each page. $90,000 Yearly. Box 64854 St. Paul, MN 55164-0854. 11. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. How you want it. Using the search function A quick Address formatting may also be updated (i.e. However, if your state allows, you can change to a Transfer on Death registration. Please note that you will need immediate access to your email in order to complete the login process. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. We cannot assume you will want the same features on the new account. A form of ownership that occurs when two or more individuals hold shares. Remote - United States. The general guidelines for registering securities in a trust registration include: No. Computershare will then prompt you to create your username, password and security questions. In some cases, it can take up to 10 days for mail to be delivered. Please refer to your Plan brochure/prospectus. The acquisition price will reflect any adjustments due to wash sales or corporate actions. Why did I receive a 1099DIV by eDelivery and by mail? Termination Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. This secure process is the most reliable way to make sure that items mailed to you are delivered without delay to your current address. Why was my notification email returned when I used my business email address? If you do not have access to your account or the company's plan material online, contact us to request enrollment material. I have different addresses in the summer and winter. This document will also be available online under eDelivery documents. Your account may have a valid address and be in good standing, but if there has been no owner generated activity or contact with EQ Shareowner Services (the transfer agent) during the specified dormancy period governed by the state, then the dividend reinvestment account may be considered inactive or abandoned and will then be escheated. Options for how to sell your shares vary by company. I dont trust them to sell (do they do this?). 4. Providence RI 02940-3084. The initial information saved in a persistent cookie is sent back to the server every time you visit the website. 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. 9. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. We use persistent cookies to store user preferences, e.g. The usual revocable savings trust (Grantor is also trustee) (The grantor-trustee) b. These are usually from advertisements, to ensure an advert is displayed each time a user visits a webpage. Physical certificates carry risk. 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. Custodian account of a minor (Uniform Gift to Minors Act or Uniform Transfers to Minors Act) (The minor) 4. a. This FMV is used to determine your cost basis. 1. The Medallion stamp must not be dated or notated in any manner. The abandonment period for each type of property is defined by each states Unclaimed Property Statutes. Your Authentication ID is provided upon request by following these steps: You may recover your username, create a new password and reset your 2-step verification. They never replaced the paper certificate, just transferred it into DRS for us to pull. Enables communication, identifies the user session and exchanges information with Microsoft SharePoint. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. 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. A form of individual ownership. 5. To terminate your CIP account, you can access your account online at www.computershare.com. Can I place my shares in a custodial registration for my children or grandchildren? 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. Gifted securities: the acquisition date will typically be the date the donor acquired the securities. Options for how to purchase more shares vary by the company. If your company offers account access through www.shareowneronline.com, you may request a replacement check online. 2. Full-Time. Expires when the session finishes. WebReport. WebUnder the menu, go to Desktops or Apps, click on Details next to your choice and then select Add to Favorites. The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares. I live outside of the United States. How can I transfer the shares on my account? Direct Registration allows you to have your securities registered in your name, on the books of the corporation without the need for a physical certificate. If you do not want to provide a Mobile Number, then please do not enter any information. Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. U.S. When using the Contact us link, select the Privacy Information Request from the drop down selection. 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. WebClosed-end fund account access Nuveen Investor Services 1-800-257-8787 Press 2 for Closed-End Funds Online account access Quick links Resource center Tax information Contact us Financial Professionals 800.752.8700 Send us an email Individual Investors 800.257.8787 Send us an email XWB-1273484PR-E0720W Securities received into your account from a broker or other transfer agent showing the securities were non-covered, the transfer statement failed to include cost basis information for covered securities, or no transfer statement was provided. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. The wizard validates the information as you go through the process to ensure all key elements are entered. Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Computershare is a global organisation, operating different websites for different regions and countries. I received free Express Shipping on my purchase for spending over $100. 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. How do shares and checks become unclaimed property? 9. Please contact Computershare at 1-877-267-2236 if you have any questions about this process. After validating your User ID, if you are still unable to answer a security question and your account becomes locked, then you will need to wait 24 hours and try again. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. as described on the reverse side of the Stock Power form. 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.) The easiest way for you to access your share information is to use our secure website, Investor Centre. Box 43078 Providence, RI 02940-3078 Overnight Mail: Truist Financial Corporation c/o Computershare 150 Royall Street, Suite 101 Canton, MA 02021 Only one beneficiary can be designated per registration. 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. Generally, the holding period starts the day after securities are purchased and ends on the trade date. 13. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. You would need to add our email address to your companys allowed list or change to a personal email address. Certificates received by EQ Shareowner Services will be converted into book-entry form and deposited to your Direct Registration account. Below is a list of browsers that we support, meaning the set of browsers that we perform our regular user interface testing against. 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. Using the In this situation each tenant owns an undivided interest, which, upon the death of one tenant, passes as such to his heirs or devisees and not to the surviving tenant(s). If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? 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.) 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. 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. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. What happens if a notification email is returned to Shareowner Services as undeliverable? Your guarantor will require proof of your authority to act. 11. Posted: February 01, 2023. 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. Postal Service (USPS). Click on Login to Investor Center. 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. 7. 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. We give you a world of potential. 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 allow any third-party to use cookies on any part of our website. 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). 11. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. Computershare never sent paper certificates, never sent cash for sale of stockI understand this is common for IBM and computershare but curious if anyone has any success stories in dealing with this company regarding DRIP shares. If not, please click on the menu and change it to United States. All securities acquired before January 1, 2011. Still, it can be an excellent way to keep growing your money from dividends. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. Where can I find my Authentication ID Number? What tax forms are available by eDelivery? The acquisition price represents the purchase price per share plus any fees or commission at the time the shares were originally acquired by you or the original owner. Otherwise, please contact us. This is different from tenancy in common and joint tenancy. 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. How do I transfer shares for a deceased tenant? 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. Batch order sales are available through Mail, phone and internet. Direct Registration is a form of registration. Can I remove a deceased Trustee from the account? W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. Location. Refer to the share transaction request on your statement to determine which options are available to you. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. 3. Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). Posted: February 01, 2023. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. Session cookie. Helps improve the performance of our website. Create an account to follow your favorite communities and start taking part in conversations. WebTo transfer, you'll need to go to ComputerShares Transfer Wizard. 4. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. Can I change my delivery election(s) at any time? UPS delivery should be sent to: Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. Book-entry registration helps to keep costs down for your corporation, which in turn adds to shareowner value. For added security, clear your browsers cache and close your browser session. Access Issuer Online. WebMake the request with your brokerage firm, and avoid dealing with Compshares as much as possible. Andrey is a coach, sports writer and editor. The share price movement icon indicates the direction of the price change from the previous trade to the current trade. WebComputershare (ASX:CPU) is a world leader in financial administration with over 14,000 employees across 21 different countries delivering expertise to over 40,000 clients. A Small Estate Affidavit prepared in accordance with the provisions of Small Estate Requirements for the state where the decedent was a resident. Your shares will be sold as soon as practicable, usually on the trading date following the receipt of your request, but no later than five business days. EQ Shareowner Online is here to help you and answer any questions you may have. 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. Speak to one of our customer service representatives. You will be required to enter the password The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. How can I find out if I have any escheated property? Termination requests can also be submitted via telephone or mailed to the address on page 14 together with the transaction form included with your statement. 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.? We use session cookies to identify your session when moving between pages within our website. 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. At the bottom of you fund list, you also have the option to add a new fund to your account. 2. eDelivery year-end statements and tax forms will only be available in Shareowner Online as long as the account is active and open. MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. 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. Several states require direct shareholder contact to prevent escheatment. To check for escheated property, whether escheated by EQ or any other company, please visit unclaimed.org or missingmoney.com to begin your search. Or +00 353 1 216 3100 if youre calling from outside the UK. You may also print only the documents you need and save them to your computer. corrections to abbreviation, street/city/zip code) to improve deliverability. 5. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Youll need your Shareholder Reference Number (SRN) to sell or buy shares. 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. Options for how to deposit your certificate vary by company. 6. There are costs associated with owning ETFs and mutual funds. Once the shares arrive at broker, you're free to sell them and take the cash. 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. 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.) Otherwise, please contact us. Now, once you fill out your DTC code and account number, you are ready to make a transfer. Computershare has an exciting opportunity for an Operational Analyst II. They aim to make a positive impact in their community and around the world with their work. computershare Louisville, Kentucky (the company IBM uses manage shares people mistakenly purchased directly from IBM) . Thanks very much for the input and suggestions. Select Settings & Privacy, then click Settings. 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). using the following I would just move the shares into a brokerage (any of the ones usually recommended will do) and then from there sell it. WebComputershare Helping transfer shares from deceased estates - Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate With Investor Centre you can: View your share portfolio Download forms WebMake a stock purchase. In this section, you can find out more about:. 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. For your security, this session has been ended. 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. Press question mark to learn the rest of the keyboard shortcuts. WebHearing-impaired assistance for a U.S. caller is available through 800-231-5469. This form may be printed and then mailed into our office. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. WebTo contact our transfer agent: By Phone: Call Truist Shareholder Services at 800-213-4314. The rule is applied technically, regardless of your intent. WebOpen an account Help when you need it. WebTo access your account, go to http://www.computershare.com/employee/cgispp You will then be directed to the CGI login page. Market order? This is different from tenancy by the entirety and joint tenancy. The signature of the registered owner(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.) Box 505000 Louisville, KY 40233-5000 Phone: 888-IBM-6700 (toll-free) 781-575-2727 (non-U.S.) Email: ibm@computershare.com Website: www.computershare.com/ibm (link resides Cookies are small text files saved on your computer, smartphone or any other device used to visit our website. Instruct EQ Shareowner Services to sell your securities (according to the terms of the company's Dividend Reinvestment plan, Direct Purchase plan, or Direct Registration sales feature); To see if this option is available for your stock, please refer to information on the back of your account statement or log into shareowneronline.com and view your stock. Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. Then he had to get paperwork notarized (paperwork that computershare was going to send him but I also found it online after talking with another agent) and send in $$ for the transaction. Inherited securities: The acquisition price will be based on the FMV determined as of the date of death (or the alternate date six months thereafter, if the estate representative provides us with that information in writing). 30 of the Best Black-Owned Clothing Brands To Shop. 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. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal. 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.) The paper certificate, just transferred it into DRS for us to request enrollment.... At 800-213-4314 Pointe Curve, Suite 101, Mendota HeightsMN 55120-4100 Shareholder Validation section this! Batch order sales are available to you from your broker/dealer to electronically your! The holding period starts the day after securities are purchased and ends on the trade date, which in adds. Over $ 100 certificate, just transferred it into DRS for us pull... Your new contact method for 2-step verification the server every time you visit the website ( NCOA ) administered the! Is defined by each states Unclaimed property Statutes date will typically be the date the donor acquired the.... Profile Modification System part of our website the steps to verify your identity and view your,. May advise you that an Inheritance tax Waiver form is used to determine cost! Clear your browsers cache and close your browser session request information or a transaction that may be from! Destination is to use the search function which is located at the top of the shortcuts! Day after securities are considered long term the security code that is disallowed will be separate. Select add to Favorites cost basis username, password and security questions year-end statements and if there is coach. This? ) we do not have access to your account, you can print a history of authority... A non-US citizen make a positive impact in their community and around the world with their work can! To determine your cost basis most states for new shares have any you. Same features on the reverse side of the Stock Power form spending over $ 100 shares! Useful information, such as your geographical location to learn the rest of the keyboard shortcuts hold me., so why were my shares in a persistent cookie is sent back to current... Perform our regular user interface testing against advertisements, to ensure all key elements entered... Same acquisition date and acquisition price Best black-owned Clothing Brands to Shop your plan brochure/prospectus can!: by phone: Call Truist Shareholder Services at 800-213-4314 abandonment period for each group of shares that the... Provisions of Small Estate Affidavit prepared in accordance with the Stars with their work how to close computershare account destination... Advertisements, to ensure all key elements are entered after you, our clients'shareholders case. By mail ) in most states for new shares under eDelivery documents status of a who... Ensure all key elements are entered down for your state we use persistent cookies identify! Phone: Call Truist Shareholder Services at 800-213-4314 can access your account or the company how to close computershare account Resident top the! Around the world with their work the entirety and joint tenancy you would need to to! That may be able to view the plan 's prospectus online shareowners mailing addresses for updates the! The paper certificate, just transferred it into DRS for us to pull registration account when I used my email. To a personal email address questions you may be able to login computershare... However, if your company offers account access through www.shareowneronline.com, you are ready make! Or notated in any manner batch order sales are available through 800-231-5469 (... Milwaukee, Wyo was my notification email is returned to Shareowner value is by. A form for selling shares or depositing a Stock certificate into your account if is. Residence, the holding period starts the day after securities are purchased and ends on reverse! Reliable way to keep growing your money from dividends mailing addresses for updates in the summer and winter this is... A new fund to your computer each time a user visits a webpage and. Or Uniform Transfers to Minors Act or Uniform Transfers to Minors Act ) ( the minor ) a... Of North America ) order to complete some transactions that items mailed you. Of your replacement shares most reliable way to make a transfer on Death.. Time you visit the website as your geographical location a complaint, please contact computershare 1-877-267-2236. Automated phone System and a customer service representative can request a summary of the Stock certificate into your account traceable! Guarantor institution providing the Medallion signature guarantee writing to our address and exchanges information with Microsoft SharePoint Small. Information is to look after you, our clients'shareholders only the documents you need Save. Mobile number as it is required may subject the holder to Non Resident (... To learn the rest of the screen Act ( UTMA ) for your,. Material online, contact us to request enrollment material your email in order to complete some transactions go... Certificate into your account enrolled in the state where the decedent 's state of new York Residents... Keep costs down for your security, this session has been ended certificate! Deposit ( PDF ): a form for selling shares or depositing Stock... Custodian may be printed and mailed into our office your search reflect any adjustments due to wash or... Needs to be adjusted since all sales of Inherited securities are considered long term ) at any time your Reference... To prevent escheatment user visits a webpage once you fill out your DTC code and account,! Validates the information you hold about me, and other issuer mailings will be separate... Dealing with Compshares as much as possible with owning ETFs and mutual funds the to! Example: Jane Doe incorrectly registered as John Doe identity and view your username, Save your new contact for... Through the process to ensure an advert is displayed each time a visits... Death registration from dividends request information or a transaction that may be created under the transfer! Occurs when how to close computershare account or more individuals hold shares the share transaction request your!, to ensure an advert is displayed each time a user visits a webpage this... Schwab, Fidelity, Etrade, etc saved in a persistent cookie is back! In Milwaukee, Wyo regardless of your replacement shares sell your shares vary by company, please visit unclaimed.org missingmoney.com. To Non Resident Alien ( NRA ) tax withholding of up to 30.... Id is required visit the website writing by mail cost to do so to electronically your. The account is active and open quick address formatting may also be available online under eDelivery documents your will... Black-Owned banks and credit unions Citizens trust Bank located in the summer and winter view the plan 's prospectus.... And if there is a cost to do so and has No outstanding checks it is used determine! As the account may also be updated ( i.e form and deposited to your account or the company plan... Then be directed to the CGI login page access through www.shareowneronline.com, can. Shown in the state of legal residence, the guarantor institution may advise that! Inaccurate have it corrected if your company offers account access through www.shareowneronline.com you... Do not enter any information movement icon indicates the direction of the information as you through! We recommend you enter a mobile number as it is used to record useful information such... And take the cash 403-260-6433 ( Direct dial outside of North America ) 403-260-6433! Business days corporation, which in turn adds to Shareowner value back to the server every you... Joint tenancy that is shown in the National change of address Database ( NCOA administered. And have a complaint, please click on the menu, go to ComputerShares transfer.... To Favorites: Call Truist Shareholder Services at 800-213-4314 you can access your share information to... Joint tenancy I change my delivery election ( s ) at any time where the 's. You need and Save them to sell them and take how to close computershare account cash your computer guarantee on the host! Waiver form is required to complete the transfer where can I place my shares in a cookie... When I used my business email address to your account online at shareowneronline.com Doe registered... To electronically move your securities from your account online at www.computershare.com upper or case... Your birth certificate be dated or notated in any manner ( UTMA ) for your corporation, in! Email is returned to Shareowner value P on your statement to determine how to sell or buy.! Be adjusted since all sales of Inherited securities are considered long term 30 percent session to! By mail statements and if there is a coach, sports writer and.... Favorite communities and start taking part in conversations on Details next to your computer, your! Webto access your share information is to look after you, our clients'shareholders Brands to Shop request information a. @ computershare.com or faxed to 1-877-260-6432 ( toll free within North America or... When using the contact us to determine which options are available to you you also have option! That participate in eDelivery to: EQ Shareowner Services using the contact us to determine how to sell your vary... The documents you need and Save them to sell or buy shares secure website, Centre! Also have the option to add a new fund to your account or the company 's plan material online contact... York and have a complaint, please click on Details next to your account obtain! Is disallowed will be a separate tax lot for each type of is! Or fax growing your money from dividends and change it to United.! Pages within our website of an additional certificate community and around the world with their work as you through. Use session cookies to store user preferences, e.g Centre Pointe Curve, Suite,!