eDelivery is available to shareholders of participating companies. A Signature Guarantee can only be obtained from the Royal Bank of Canada, Scotia Bank or TD Canada Trust. %%EOF If you are able to obtain a Medallion guarantee, it must be provided by an eligible guarantor institution (commercial bank, trust company, securities broker/dealer, credit union or savings association) participating in a Medallion program approved by the Securities Transfer Association Inc. and must cover the value of the transaction. When using the Contact us link, select the Privacy Information Request from the drop down selection. 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 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. One consideration to keep in mind with TOD accounts is that the assets are still considered part of the estate of the deceased. Can I remove a deceased Trustee from the account? 10. 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). watch this short video for more on obtaining Medallion and Signature Guarantees. Downloadable Forms - Computershare Can I place a limit order? Once the account is removed you no longer have access to the documents and communications by eDelivery. Am I required to obtain a Medallion guarantee on the Stock Power form? as described on the reverse side of the Stock Power form. If any Dividend Reinvestment Plan shares are included in the estate, these must be indicated on the Declaration of Transmission. and may 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 . We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Options for selling Market, Limit and Stop orders may vary by company. Your guarantor will require proof of your authority to act. How can I find out if I have any escheated property? How can I transfer the shares on my account? A new account is set up any time there are changes to a registration. Send computershare beneficiary designation form usa via email, link, or fax. Transfer Request See enclosed instructions PLEASE PRINT CLEARLY 0251OB_WEB_ONLY (REV. The purchase dates vary by company. 4. www.iwcprobateservices.co.uk/overseas-probate-medallion-guaranteePromotional Code: MEDCOMP2256* *Please mention the promotional code at time of inquiry. Imagine an investor and active day trader with $50,000 in a margin account with their broker and stocks worth $200,000 in their brokerage account. 02I3QA_1UBT_WEB_Beneficiary_Transaction_Form_WEB_4-6-20_00A5SF_Irrevocable_Stock_Power_Form.qxd Transfer Request PLEASE PRINT CLEARLY 2. NON-CUSTODIAL - Computershare CUSTODIAL REGISTRATIONS +Current Custodian Information Click Start Free Trial and create a profile if necessary. A Court Order designating the transfer of the shares. Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. You can contact them with the promotional code listed below to obtain a preferred rate for your Medallion Guarantee. Helping transfer shares from deceased estates has loaded. Bank of America Beneficiary Letter of Instruction Written instructions from In Trust For (ITF), Payable On Death (POD) or Totten. endstream endobj startxref Your guarantor will require proof of your authority to act. ShareGift Transfer/Indemnity Form . Help for Securityholders: Where to Start When Settling - Computershare However, if your state allows, you can change to a Transfer on Death registration. Speak with a customer service representative by calling us at 1-800-564-6253. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. Computershare beneficiary designation form: Fill out & sign online | DocHub 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. Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. 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.) <> endobj What steps do I need to take to change a corporate registration? We use cookies to ensure you get the best experience on Shareowner Online. Can I place a limit order? If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. 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. In most cases, a new account is set up for the beneficiary, and the deceasedperson's securities and funds are transferred into it. In some cases, it can take up to 10 days for mail to be delivered. /ArialMT 11 0 R Only one beneficiary can be designated per registration. 10. Computershare (as well as your broker) require the original certificates and/or other ownership documents in order to process a transfer of securities. I have different addresses in the summer and winter. 02. Print in CAPITAL letters. A BC 1 23 - Computershare stream A form of ownership that occurs when two or more individuals hold shares. Your session has been inactive and is about to time out. 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. <> PDF Transfer on Death Letter of Authorization - Merrill 7. 14. www.disneyshareholder.com. Step 1: Transfer Request form - Computershare You will generally receive a statement of ownership instead of an additional certificate. Account Options Form PScript5.dll Version 5.2.2 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. Your guarantor will require proof of your authority to act. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. If the company offers account access through www.shareowneronline.com, you may be able to download a form to print and send to Shareowner Services. Why does the word corrected appear on my tax form 1099DIV/1099B? If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. 259 0 obj <>stream The amount of time is determined by each state. Transfer Reason Check only one: When do I need to submit money to make a purchase in the plan? EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. 6. 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. /Filter /FlateDecode as described on the reverse side of the Stock Power form. Address formatting may also be updated (i.e. If the account you wish to transfer shares from is outside of the US, please select one of the forms listed below to complete and mail back to us. /Type /Catalog Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. It enables stockholders to be directly registered on the records of the corporation in book-entry form, with no need for a physical stock certificate. >> 4. /Length 18 Enter either the Number of Shares or check ( ) All Shares. 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. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. www.computershare.com/investor. Step 1: Transfer Request form You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. /AcroForm 4 0 R Read our guide on how probate court works. /FormType 1 Your guarantor will require proof of your authority to act. This secure process is the most reliable way to make sure that items mailed to you are delivered without delay to your current address. 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. 13. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. Firms may reject documents for the following reasons: For these reasons, a person must pay close attention when completing and submitting forms. 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. 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.) 4. A transfer on death, or TOD, is a designation that allows a creditor's assets to pass directly to their beneficiary after they die. A transfer on death designation is generally used for brokerage accounts, stocks, bonds, and other investment types. A 529 plan is a tax-advantaged account that can be used to pay for qualified education costs, including college, K12, and apprenticeship programs. EQ Shareowner Online is here to help you and answer any questions you may have. If I've recently changed my name, how do I change my registration? Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? endobj We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Therefore, you will receive a hard copy of the 1099DIV. &`M2}JR401Thi(nY1O;X,ZK L6+}Ry\[{. Visit the transfer agent's Web site at www.computershare.com. If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, make your initial investment, sign up for reinvestment or change reinvestment options online. Transfer On Death Stock Form Computershare - Fill Online, Printable TOD stands for transfer on death and is a legal means of ensuring specific people receive money and assets like stocks and bonds from brokerage accounts if the account owner dies. as described on the reverse side of the Stock Power form. 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 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. 13. By using our website you agree to our Cookie Policy. Users should consult state law for specific requirements that may apply to powers of attorney. A signed letter of instruction addressed to the Fiscal Agent (Computershare) must be provided, describing the requested transfer or redemption. 5. 15. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Select a topic below: Find your EQ account number on account statements and tax forms. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. A transfer on death is an instrument that transfers ownership of specific accounts and assets to someone. Copy of oHcial death certicate (ONLY IF transfer due to death of grantor/co-trustee). 8. 1. 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. 9. 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. 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. 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. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. Beneficiary Letter of Instruction | PDF | Deposit Account | Power Of /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Computershare will correspond with the shareholder regarding replacement procedures. 3. %PDF-1.5 For example, you will need to request an electronic authorization form for the new account to establish direct deposit. The 1099DIV form is attached to the statement or dividend check. PDF Transfer of Ownership Package When your share balance is zero, and there are no outstanding checks, the account is generally removed the following year. 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. stream Your eDelivery consent will be removed and future documents will be sent by mail. I have already transferred or sold my shares, why did I get a 1099DIV? Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. It will be necessary to obtain an indemnity bond at the shareholder's expense, which protects both the issuer and the transfer agent against future claims on the shares. Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. %PDF-1.5 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. Can I place a beneficiary on my stock? << Sale requests may be made through shareowneronline.com or by phone (if your account is set up for phone transactions). He has been a professional day and swing trader since 2005. Access the Computershare Corporate Trust file exchange portal 16 February 2015 As part of Computershare's ongoing efforts to streamline the stock transfer experience for shareholders, beginning mid-February, we will offer shareholders the option to process their transfers without a medallion stamp by providing a copy of a government issued . 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. endobj 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. uuid:001370e0-d4b5-48e3-8e0a-3e62ab152b52 ASX Code for the Company/Trust - Please enter the three (3) letter Australian Securities Exchange (ASX) code, if . When a new document or communication is available you will be notified via email. 5. % All rights reserved. Additionally, as Computershare must validate the signature that we receive, the bank must have the Guarantor's signature on record. This form will need to be completed and signed by at least one of the executor(s) of the estate, and sworn before a Commissioner for Oaths or a Notary Public with seals affixed. 8. 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. Please contact a customer service representative to determine which options are available to you. 12. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. Please note that we are unable to register securities in the form "Estate of " as title must be vested in a person or legal entity capable of owning property, such as "John Smith, Executor for the Estate of". 2. A payable on death (POD) designation is an arrangement between a bank and a client that designates beneficiaries to receive assets after the client's death, without going through probate. If you are settling an estate and need help getting started transferring securities to a beneficiary, there are a number of resources available to you: Computershare makes no representation or warranty concerning, or endorsement of, the content and is not responsible for the accuracy, completeness or timeliness of the content on any website to which Computershare provides a hypertext link, with the exception of content prepared solely by Computershare.