No, you will not need to re-consent. 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). 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. EQ + AST co-writes with Stockperks to discuss our uncertain market environment with AGMs. 3. 9. How do I find out information about my account? 6. 5. AST specializes in providing you with the support you need to better manage your corporate programs. You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. If the securities are being transferred to your name, the Power of Attorney must authorize you in your capacity as Attorney in Fact to transfer securities to your own name. The 2023 Top Employers have been announced and EQ + AST has been recognized as a Top Employer in the U.S., alongside its global parent company, Equiniti, in the UK and India. May I have dividend checks electronically deposited? If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. as described on the reverse side of the Stock Power form. Go to shareowneronline.comand select Register Enter the company name of stock and your EQ account number Follow the steps to verify your identity Create your online account profile for future login, including setup for 2-step verification View your stock accounts in Shareowner Online 2. The current class C common stock conversion rate is 4.0 shares of class A common stock per class C common stock. Reporting to the IRS occurs only once. EQ Shareowner Services. They will ask you for your Sharestore Reference Numeric which intention pop on our Annual Sharestore Statement of Entitlement. Can I purchase shares directly from Otter Tail? Select Login, then select Having trouble logging in? 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. Email: customer@equiniti.com. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. We provide comprehensive case management and administration consulting services for corporate restructuring transactions. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset, Vanguard Partners With EQ To Offer Stock Plan Administration To 401(k) Participants, EQ And Global Shares Announce A Strategic Partnership To Serve Corporate Equity Compensation Needs, Going Public? Can I place a limit order? Yes, the elections can be made at any time; however, your elections may not be effective immediately. . Box 64874 St Paul, MN 55164-0874. Class Actions & Mission Critical Services, 2019 Proxy Season Review and Fall Engagement Guide. Phone: 866-605-8638 If you acquire replacement shares within a period of 30 days before or after you sell shares at a loss, the sale is considered a wash sale pursuant to IRC section 1091. Transfer Agent: EQ Shareowner Services P.O. That 1099DIV would reflect only the dividends paid to the registered holder prior to the transfer or sale. 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. If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. Can I change my delivery election(s) at any time? Some of the brochures/prospectuses and enrollment forms are also online. are embarking on a merger, acquisition, spin-off, bankruptcy A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. as described on the reverse side of the Stock Power form. noted above. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. Together, EQ + AST will help you reachyour organizational goals, starting with taking care of your most important asset: your people. Upon the death of the security owner(s), the ownership of the security passes to the TOD beneficiary. on the NetBasis website. 2. Market order? Sale requests may be made through shareowneronline.com or by phone (if your account is set up for phone transactions). Refer to the share transaction request on your statement to determine which options are available to you. 3. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. 7. Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. Here's a look at some of the key differences between plan providers. You may hold your shares in certificate or book-entry form. To activate your online account, you will need your 10 digit We suggest you contact an attorney for assistance in completing the Affidavit. As a stockholder of record, all dividend payments and stockholder communications are sent directly to you at your address on . Transfer Agent Effective January 10, 2022, Ameren Corporation ("Ameren") is pleased to announce the appointment of Equiniti Trust Company ("EQ") as its new transfer agent to manage your shareholder account and provide you with the best services possible. (See applicable definitions.). How can I prevent my shares and checks from becoming abandoned? Postal MailEQ Shareowner ServicesP.O. Box 64854 After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. In both situations, you will receive a statement of ownership from EQ Shareowner Services acknowledging your DRS book entry position once the change has been made. 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). Support for companies and shareholders with complex escheatment requirements and abandoned property compliance needs. Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. governance 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. (See note 5) In the name(s) of Holding designation (if any) (max 8 characters). 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. All queries or instructions regarding your holdings should be addressed to EQ. If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. 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. The selected candidate will perform a variety of operational tasks for simple or routine securities or cash related transactions and processes. When do I need to submit money to make a purchase in the plan? If you have questions about your Deluxe stock, please contact our transfer agent: EQ by Equiniti Shareholder Services P.O. If they are lost, the investor will have to pay to replace them. Several states require direct shareholder contact to prevent escheatment. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. The Medallion stamp must not be dated or notated in any manner. Download forms and get answers to frequently asked questions for your stock accounts. Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. NetBasis system will automatically calculate your cost basis INTERVIEW: How will investors respond to the SVB fallout and regional banks tightening lending policies? Industry-leading proxy solicitation services with significant experience in high-profile, complex situations. Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? You may also send notification of loss in writing to our address. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. 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. Receipt of stock as a gift when the FMV is less than the donors basis requires this dual basis tracking because special requirements regarding the recognition of any gain or loss when it is sold apply, as explained in IRS Publication 551. A tax lot is a record of the cost basis details associated with shares you acquire in your account. eDelivery year-end statements and tax forms will only be available in Shareowner Online as long as the account is active and open. Thisguide aims to help organizations effectively prepare for an IPO. 14. Not all states have passed statutes to allow for TOD registrations. View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. If I hold certificates and there is a stock distribution, will I receive a certificate? Why Companies Are Considering SPACs Instead Of A Traditional IPO, EQ U.S. Named Winner Of The Milwaukee Top Workplaces 2020 Award. We do ask that you allow 10 days from mailing before requesting a replacement check. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Transfer Agent. A form of individual ownership. Where should I send my transfer request? Your company doesn't go through a merger or spin-off every day. Box 64854St. It is important that you read the prospectus carefully before deciding to purchase or deciding which options are right for you. The Medallion stamp must not be dated or notated in any manner. Why do I receive an annual report and a proxy card? receive from EQ. Surrender of the physical stock certificates (if any). Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. We are your strategic partner for positive shareholder engagement, transfer agent excellence, control of essential ownership records, and employee plans. As your proactive advisor, we'll help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your company's continued evolution. The Medallion stamp must not be dated or notated in any manner. 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. 10. Kings 2021 Season Review and Fall Engagement Guide. 2. How can I get a duplicate tax form (1099DIV, 1099B, 1042)? 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. Stock Transfer Agent. Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. Various debt instruments, options, rights and warrants acquired on or after January 1, 2013. 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.) 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. 4. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. Can I place my shares in a custodial registration for my children or grandchildren? Am I able to withdraw a certificate at any time? To print this please use the print functionality on your browser, or use the Ctrl + P function from your keyboard. Select Recover account with email verification, Use a secure link sent to your account email address to continue. 3. How do I report non-receipt of a certificate? 1. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. 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. 6. Our offering includes comprehensive mission critical services and M&A communications, as well as corporate restructuring and class-action solutions that help companies overcome obstacles with speed and at scale. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. As of March 19, 2008. Where can I view a list of companies that participate in eDelivery? This site does not support this version of your browser. If you hold physical . To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. transfer. Select Login, then Having trouble logging in? Be sure to add your Account Number on the form so we can apply it to your account. The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. Upon the death of either, the property goes to the survivor. See how we can help you get started. 3. EQ is the trusted transfer agent helping businesses thrive. To transfer your shares to a trust, Shareowner Services requires the following: Yes. Transfer Agent and Registrar Equiniti Trust Company. We assist corporations in obtaining and interpreting key investor information to enhance their engagement through our expertise in corporate governance, proxy solicitation, advisory services, credit markets intelligence and more. 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. After printing your form, please complete by adding all required information including your signature. During tax time, shareholders are burdened with calculating Lorem ipsum dolor sit amet, con setetur sa di pscing elitr sed diam non umy eirmod tempo in vidunt ut la bore et dolore magna ali quyam erat, sed diam vol sed diam uptua at vero eos et accusam et justo non umy eirmod temp invidunduo et. Options for how to close your account are located on your statement's share transaction request. 11. Manage My Shares: Instant Email Reporting. Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. Book lot is an electronic record of a share or group of shares held on the books of the transfer agent, not otherwise held in a plan. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. Please note that EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. Market order? EQ is a leading international provider of shareholder, pension, remediation, and credit technology. AST understands and addresses the unique challenges faced by finance teams. Download our Escheatment 101 White Paper. corrections to abbreviation, street/city/zip code) to improve deliverability. Please fill in the form and a representative will contact you within one to two business days. When will my statement be available for viewing? that was sent to you with your statements to calculate your 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. What does Covered and Non-Covered represent? However, if your state allows, you can change to a Transfer on Death registration. Otherwise, please contact a customer service representative by phone, mail or email. Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Shareowner Services P.O. Direct Registration is a form of registration. Unfortunately, I have no choice but to deal with this company as they manage my company pension. Many companies offer direct dividend deposit to your account at a financial institution. How do I register for online account access? If you own shares through a brokerage firm, you need to contact the brokerage firm directly to change your account address. By using our website you agree to our Cookie Policy. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. Advisory, processing and support for complex transactions, including M&As, IPOs and stock splits. AST is a tech-enabled, integrated, professional services firm that empowers companies and their stakeholders to achieve their goals through advisory, technology and flawless execution. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. EQ offers online Please have your EQ account number available when you call. Our proactive approach means there are no surprises, and you stay 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. Your session has been inactive and is about to time out. Your guarantor will require proof of your authority to act. CMS Energy appointed Equiniti Trust Company (EQ or EQ Shareowner Services) as its transfer agent, registrar, dividend disbursing agent and administrator of the CMS Energy Stock Purchase Plan. 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. Options for how to deposit your certificate vary by company. View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. 2. How will I know when a new document or communication is available? as described on the reverse side of the Stock Power form. A form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. Certificate of Fiduciary Authority (PDF): The form used to certify the authority of the acting trustees of a trust when presented with proof of the registered trustee's inability to act. EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . To check for escheated property, whether escheated by EQ or any other company, please visit unclaimed.org or missingmoney.com to begin your search. King Ranks #1 for Third Straight Year, D.F. People, mindset and processes. If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. A form of ownership recognized by certain states as an appropriate form of registration for a husband and wife in such a manner that, except in concert with the other, neither husband nor wife has a disposable interest in the property during the lifetime of the other. A certified copy of the death certificate. If you would like additional information about the plan, please contact the company or EQ Shareowner Services. If you have questions please contact Otter Tail Corporation Shareholder Services or EQ Shareowner Services. King ranked top information agent in liability management for third straight year. 7. You must instruct us in writing if you wish to elect to use the averaging method. Shareowner Services. 2022 American Stock Transfer & Trust Company, LLC. We want you to thrive. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. Helping you achieve company objectives by providing the right tools and technology in support of your annual meeting and proxy season. The purchase dates vary by company. There is an easier way. You will need to use the price information In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including correct name(s), address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. It's easy and all brokerage fees for purchases are paid by Otter Tail. 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.) Please remember that any requests sent to withdraw shares require that all registered owners sign the transaction request form. To enroll in the plan online, please go to www.shareowneronline.com. 13. 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. Yes. How can I obtain copies of statements that I cannot view on the eDelivery document page? The Uniform Transfer to Minors Act has replaced the Uniform Gift to Minors Act (UGMA) in most states for new shares. not be applicable. EQ Shareowner Online is here to help you and answer any questions you may have. With over 5,000 employees, it supports 36 million people in 120 countries. Your guarantor will require proof of your authority to act. For example, it would apply to your sale of covered shares that are replaced within this time period by reinvested dividends that create a covered tax lot. If you find property and need to make a claim with a state, follow the instructions provided by each state. How do I transfer shares due to a divorce? To view your online documents you will need Adobe Acrobat Reader. 16. A federal district judge sided last month with Saba Capital in its case against the fund companys closed-end provision that prevents shareholders from voting their shares over 10% without approval from other investors. EQ Shareowner Services This dual basis situation requires the broker or transfer agent to track the date of the gift, the FMV on the date of the gift, the donors acquisition date and the donors acquisition price. Transfer agent, employee plan administration, trustee and other services requiring trust powers are offered through American Stock Transfer & Trust Company, LLC. Participants also may purchase additional shares through voluntary cash contributions or through automatic transfers from checking or savings accounts. You will generally receive a statement of ownership instead of an additional certificate. 5. Some of the brochures/prospectuses and enrollment forms are also online. Otherwise, please contact us. Tax forms 1099DIV and 1099B are available by eDelivery. 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. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. All securities acquired before January 1, 2011. To help corporations capitalize on relationships market value web browser tools, or use the averaging method and... 2022 American stock transfer & trust company, please refer to the survivor prevent escheatment are Considering SPACs of! Broker/Dealer to sell account at a financial institution bank accounts to make a purchase in plan... It supports 36 million people in 120 countries that participate in eDelivery this by using your browser. Or grandchildren: shareowneronline.com Regular mail delivery: EQ Shareowner Services averaging method at 1-800-401-1957 for options. 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