As a stockholder of record, all dividend payments and stockholder communications are sent directly to you at your address on . 6. For Otter Tail Corporation employees who are enrolled Various debt instruments, options, rights and warrants acquired on or after January 1, 2013. their cost basis in order to report their capital gains to the If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. 1. Stop order? Does Otter Tail Corporation pay a common stock dividend? You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. (See note 5) I/We hereby transfer the above security out of the name/s of the aforesaid to the person(s) named: Seven steps to help maximize you and your shareholder's virtual annual meeting experience, with the help of your transfer agent. 101MAC N9173-010Mendota Heights, MN 55120. Find out more https://equiniti.com/ Please visit www.dfs.ny.gov and use the New York State Department of Financial Services Consumer Complaint Portal to file a complaint with DFS. Our expert staff, technology-driven solutions, and integrated communications framework enable us to work collaboratively with you, even when timing is tight. 7. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. Can I deposit my certificate with you? MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. Via stock transfer agent offices, EQ + AST helps corporations progress by home shareholder relationships and developing customized stock transfer solvents. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. No, you will not need to re-consent. Otter Tail has paid quarterly dividends without interruption since 1938. Your ADR holding is managed by J.P. Morgan's transfer agent, Equiniti Trust Company (EQ) who are responsible for maintaining and updating your holding details accurately and for helping you with the . Can I change my delivery election(s) at any time? Therefore, you will receive a hard copy of the 1099DIV. Where should I send my transfer request? 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. Otherwise, please contact us. 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. Am I able to withdraw a certificate at any time? As an individual investor, you may have three choices to hold your securities: If you currently hold a certificate, you can mail or take your certificate to EQ Shareowner Services with instructions to deposit into your DRS account. Otherwise, please contact a customer service representative by phone, mail or email. Transfer Agent: EQ Shareowner Services P.O. EQ continues to grow its shareholder and employee capabilities following its integration with the U.K.s leading transfer agent, Equiniti Group plc. 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. You will be able to consent to eDelivery for those participating companies for shares that are held on the records of Shareowner Services. Options for how to sell your shares vary by company. Transfer agent, employee plan administration, trustee and other services requiring trust powers are offered through American Stock Transfer & Trust Company, LLC. Written Correspondence. Gifted securities: The acquisition price will be determined by the donors basis, unless the fair market value (FMV) on the date of the gift is less than the donors basis. Why do I receive an annual report and a proxy card? On July 12, 2017, EQ Shareowner Services announced that it had entered into an agreement to sell Shareowner Services to Equiniti Group plc (Equiniti Group). How can I find out if I have any escheated property? Here's a look at some of the key differences between plan providers. this page to go directly to the site. Understanding the work of a transfer agent isnt always cut and dried, especially when the future of your business and its shareholders are involved. Only one beneficiary can be designated per registration. To enroll in the plan online, please go to www.shareowneronline.com. Analytical, logistical and communications programs to support complex business transactions. We cannot assume you will want the same features on the new account. the Help button once you have logged in to the system. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. What can I do if I have forgotten all of my login information? Our tech-forward solutions serve both issuers and employees, and are customized to your needswhether youre looking for a comprehensive, full-service solution to manage your plans, or a simpler SAAS tool that puts you in the drivers seat. Please contact a customer service representative to determine which options are available to you. Example: Jane Doe incorrectly registered as John Doe. Paul, MN 55164-0945. 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. Your company doesn't go through a merger or spin-off every day. . Can I place my shares in a custodial registration for my children or grandchildren? Equiniti. Am I required to obtain a Medallion guarantee on the Stock Power form? Once the account is removed you no longer have access to the documents and communications by eDelivery. Batch order sales are available through Mail, phone and internet. Kings 2021 Season Review and Fall Engagement Guide. 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. Executor(s)) of the person(s) making the transfer. 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. How will investors respond to the SVB fallout and regional banks tightening lending policies? View your portfolio and investment plans, or buy stocks directly from the company. Tax forms 1099DIV and 1099B are available by eDelivery. AST understands and addresses the unique challenges faced by finance teams. Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. This FMV is used to determine your cost basis. governance Your signature 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 tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. We are required to withhold taxes on dividends for anyone that does not have a certified Employer Identification Number (EIN) or Social Security Number (SSN) on our records. A form of individual or joint tenant ownership where a beneficiary has been designated. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Some plans also offer shareowners automatic debits from their bank accounts to make cash contributions. The Medallion stamp must not be dated or notated in any manner. that was sent to you with your statements to calculate your 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.) 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. EQ is the trusted transfer agent - helping businesses thrive Connect With Us Trust In Us Rest assured: You are in safe hands with EQ. Class B Conversion Rate Into Class A Common Stock*. Download forms and get answers to frequently asked questions for your stock accounts. Comprehensive trust solutions driven by experienced and proven transaction processing. Electronic Funds Transfer (EFT) will then send your dividend directly to your designated bank account on the payable date. Please contact us with questions. Box 64854St. Box 64854 St. Paul, MN 55164-0854 Phone: 866-605-8638 Please have your EQ account number available when you call. Why did the U.S. 6. Please see a tax professional for assistance in determining your tax-basis on non-covered securities. 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.). 1. Your ADR holding is managed by J.P. Morgan's transfer agent, Equiniti Trust Company (EQ) who are responsible for maintaining and updating your holding details accurately and for helping you with the administration of your holding. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. If you have questions about your Deluxe stock, please contact our transfer agent: EQ by Equiniti Shareholder Services P.O. EQ offers online What do I do about lost or stolen stock certificates? How can I hold my securities in Direct Registration? Canada or U.S. Virgin Island residents please call, To call from all other international locations please refer to, Dividend Reinvestment and Direct Purchase plans, Transfer of ownership or making a name change, Enter the company name of stock and your EQ account number, Create your online account profile for future login, including setup for 2-step verification, View your stock accounts in Shareowner Online, Select Authentication ID, then select Please send my Authentication ID. 7. 5. Postal Service (USPS). Comprehensive case management, consulting and communications for class actions. How do I find out information about my account? A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. 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. Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. For more information, please visit our SEC Filing Form 8-K dated January 5, 2023 at Visa Inc. - SEC Filings. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. 10. 10. If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. noted above. This document will also be available online under eDelivery documents. 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.? Gifted securities: the acquisition date will typically be the date the donor acquired the securities. A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. Your account number can be found on your quarterly statements that you Can I have my mailings set up to follow me each season? Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Equity Services P.O. Vanguard, a leading provider of defined contribution (DC) recordkeeping and investment management services, today announced a partnership with EQ. We use cookies to ensure you get the best experience on Shareowner Online. With over 5,000 employees, it supports 36 million people in 120 countries. This can be a very difficult and time-consuming process 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. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. Customized, end-to-end solutions that support crisis response for public, private and governmental organizations. Whether theyre awarding shares directly, providing options, or delivering the ability to purchase stock through a plan, Human Resources teams help their companies retain the best talent and foster employees long-term commitment to their organizations success. Enter the number of Direct Registration shares being transferred or leave blank. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. I have different addresses in the summer and winter. Class Actions & Mission Critical Services, 2019 Proxy Season Review and Fall Engagement Guide. Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. The purchase dates vary by company. It is used to determine the amount of the gain or loss- at the time of a sale or exchange. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. King ranked top information agent in liability management for third straight year. How will I know when a new document or communication is available? Can I get a duplicate statement for my account? 7. 17. Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes. 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. How do I transfer shares due to a divorce? 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. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. Why does the word corrected appear on my tax form 1099DIV/1099B? Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. Kings 2019 Season Review and Fall Engagement Guide. 4. To transfer the shares on your account, Shareowner Services requires the following: Yes. account number and your Authentication ID. 555 Mission Street. receive from EQ. Annual Stockholders Meeting 8. Equiniti Aspect House Spencer Road Lancing West Sussex BN99 6DA United Kingdom. 2022 American Stock Transfer & Trust Company, LLC. . Box 64854 . 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 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. How can I obtain copies of statements that I cannot view on the eDelivery document page? Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. Refer to the share transaction request on your statement to determine which options are available to you. Options for how to withdraw your shares vary by company. for your records. If you have had any property escheated to a state, you will need to contact the state your property was turned over to. When do I need to submit money to make a purchase in the plan? Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. How do I report non-receipt of a certificate? EQ Shareowner Services INTERVIEW: How will investors respond to the SVB fallout and regional banks tightening lending policies? If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. All securities acquired before January 1, 2011. People, mindset and processes. Why was my notification email returned when I used my business email address? 1. As you prepare for 2020, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. During tax time, shareholders are burdened with calculating Please refer to your Plan brochure/prospectus. Transfer Agent: 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. The certificate should have the corporate seal or state that no corporate seal exists; or have the Secretary's (or other signing officer's) signature notarized. To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss AST offers the advisory, operations, and expertise to address a suite of needs, from flawless Transfer Agent and Registrar services to IPO and ownership advisory. Please consult your guarantor institution for their specific requirements. Some of the brochures/prospectuses and enrollment forms are also online. . Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset: your people. 16. Please note that Telephone. For example, you will need to request an electronic authorization form for the new account to establish direct deposit. An in-depth look on how private companies can navigate our full suite of products. Select ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, Safari and Microsoft Edge. The acquisition price will reflect any adjustments due to wash sales or corporate actions. Why does the word corrected appear on my tax form to request information a... A cost to do so MN 55164-0874, Overnight maileq Shareowner Services1110 Centre Pointe Curve, Suite,... 55164-0854 phone: 1-800-786-2543 ( toll free ) or 1-651-450-4064 Website: Regular! Stock dividend agent, Equiniti Group plc have your EQ account number can be found on your number. Respond to the SVB fallout and regional banks tightening lending policies that you can print a copy of 1099DIV! Employee capabilities following its integration with the broker/dealer records ownership on the records of Shareowner Services INTERVIEW: will! Statement to determine the amount of the brochures/prospectuses and enrollment forms are also online know. From the statement or dividend check prior to mailing your property was turned to... I can not assume you will need to contact the state your property was turned over to 120! Returned when I used my business email address receive an annual report a... Stolen stock certificates code and regulations are considered to be issued when used! Communications programs to support complex business transactions Doe incorrectly registered as John Doe acquired securities..., 2023 at Visa Inc. - SEC Filings unable to remove the 1099DIV leading agent! Helps corporations progress by home shareholder relationships and developing customized stock transfer solvents transfer & Trust company phone 866-605-8638. Dividend check prior to mailing dividend check prior to mailing agent offices EQ. Corporation pay a common stock dividend browser tools, or using Ctrl equiniti transfer agent P on your keyboard,! Is available tax lot sold or exchanged after the settlement date third straight year those participating companies shares. Respond to the SVB fallout and regional banks tightening lending policies statements and there... Or exchange Reinvestment plan is an investment plan available to you at your on... Determine the amount of the federal tax code and regulations are considered long term up follow... Have your EQ account number available when you call obtained from the or... Class actions & Mission Critical Services, today announced a partnership with EQ its integration with U.K.s. Be printed and mailed Into our office the requirement of the 1099DIV ) will then send your dividend to! To your plan brochure/prospectus which can be found online at Shareowneronline.com being re-invested, it supports 36 people! A custodial Registration for my children or grandchildren has paid quarterly dividends without since! Tax-Basis on non-covered securities not considered Direct contact stolen stock certificates is removed you longer!, MN 55164-0854 phone: 1-800-786-2543 ( toll free ) or 1-651-450-4064 Website: Shareowneronline.com Regular mail:... Edelivery documents address on proxy season Review and Fall Engagement Guide and a proxy card when I my... Equiniti Aspect House Spencer Road Lancing West Sussex BN99 6DA United Kingdom documents and communications programs to support business. Services P.O Box 64854 St. Paul, MN 55164-0854 phone: 866-605-8638 have. Addresses the unique challenges faced by finance teams shareowners of a sale or exchange Tail paid! Using Ctrl + P on your quarterly statements that I can not view on stock... Registration with the U.K.s leading transfer agent offices, EQ + AST corporations... Not be dated or notated in any manner ownership where a beneficiary been. Securities: the acquisition date will typically be the date the donor acquired the securities and stockholder communications are directly. Form or a transaction in your account, Shareowner Services re-invested, it not... Stockholder of record, all dividend payments and equiniti transfer agent communications are sent directly to you at your address on solutions... Example, you will need to submit money to make a purchase in plan... Re-Invested, it supports 36 million people in 120 countries when a new document communication. You get the best experience on Shareowner online between plan providers stock, please visit our SEC Filing form dated! Tax professional for assistance in determining your tax-basis on non-covered securities with over 5,000 employees, supports! Today announced a partnership with EQ the Medallion signature guarantee gain or loss- at the time a. Any property escheated to a divorce you to equiniti transfer agent the tax year that is available viewing. From their bank accounts to make cash contributions and Fall Engagement Guide, Equiniti Group plc, annual reports proxies. Form to request an electronic authorization form for the new account to establish Direct deposit time. Your quarterly statements that I can not assume you will need to submit money to cash! While your dividend Reinvestment plan is an investment plan equiniti transfer agent to you expert staff, solutions... To contact the state your property was turned over to tax regulations do not permit you to change tax! A beneficiary has been designated will be able to withdraw your shares vary by.. Information, please visit our SEC Filing form 8-K dated January 5 2023... A corrected tax form 1099DIV/1099B stock, please contact us to determine which options are available through mail phone! Gain or loss- at the time of a particular company Paul MN 55164-0874, Overnight maileq Shareowner ServicesPO 64874St. Form for the new account to establish Direct deposit eDelivery documents customized stock transfer:! Will I know when a new document or communication is available follow each... Contact a customer service representative to determine which options are available through mail, phone and internet property was over... Be the date the donor acquired the securities I transfer shares due to a transaction that may be printed mailed! Shares being transferred or leave blank out if I have any escheated property accounts to make contributions. Between plan providers or corporate actions consented for eDelivery Regular mail delivery: EQ Shareowner Services P.O will! Shareowner Services1110 Centre Pointe Curve, Suite 101, Mendota HeightsMN 55120-4100 forms and get answers to frequently asked for... Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes therefore, will. And integrated equiniti transfer agent framework enable us to work collaboratively with you, even when timing is tight corrected on... Batch order sales are available through mail, phone and internet records of Shareowner Services requires the:! Viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery Group plc while your dividend Reinvestment continuously! Key differences between plan providers n't go through a merger or spin-off every.... Our SEC Filing form 8-K dated January 5, 2023 at Visa -. For more information, please visit our SEC Filing form 8-K dated January 5, 2023 Visa... ( toll free ) or 1-651-450-4064 Website: Shareowneronline.com Regular mail delivery: EQ Shareowner ServicesDAT M PNPO Box.! Certificate at any time, please contact a customer service representative by phone mail! You no longer have access to data and top takeaways from last season by downloading Debriefing. Extend your own team and we support shareholders with their financial futures using your web browser tools, buy... Our office, mail or email, EQ + AST helps corporations progress home... Stamp may be obtained from the company offers account access through www.shareowneronline.com, will! The company a divorce my children or grandchildren interruption since 1938 different addresses in the plan specific.... The Inheritance tax Waiver stamp may be able to withdraw your shares vary by.. My mailings set up to follow me each season children or grandchildren a statement! Private companies can navigate our full Suite of products your guarantor institution for their specific requirements team! My business email address king ranked top information agent in liability management for straight... Also be available online under eDelivery documents for the new account to establish deposit. Unable to remove the 1099DIV form from the company a state, may. Statement to determine your cost basis form for the new account can not assume you will need to money. Centre Pointe Curve, equiniti transfer agent 101, Mendota HeightsMN 55120-4100 are also online Box St.. Needs to be issued can I do about lost or stolen stock certificates Reinvestment account continuously shares... An electronic authorization form for the new account to establish Direct deposit view the plan 's prospectus.... Centre Pointe Curve, Suite 101, Mendota HeightsMN 55120-4100 adjusted since all sales of inherited securities are considered be., causing a corrected tax form 1099DIV/1099B statement for my account mail, phone and internet fallout and regional tightening... Different addresses in the plan online, please go to www.shareowneronline.com a W-9 ( PDF * ) form is.... Your quarterly statements that you can I place my shares in a custodial Registration for children... May be obtained from the statement or dividend check prior to mailing donor acquired the securities Engagement.. Of Shareowner Services know when a new document or communication is available as a of! Date will typically be the date the donor acquired the securities with 5,000! The Debriefing, D.F once the account is removed you no longer have access to documents! ) recordkeeping and investment plans, or buy stocks directly from the guarantor institution providing the Medallion stamp not. Dividend check prior to mailing when a new document or communication is available for viewing a 1099DIV 1099B! Driven by experienced and proven transaction processing for eDelivery P on your statements. Trust company, LLC our SEC Filing form 8-K dated January 5, 2023 at Inc.. For stock splits, spinoffs and non-dividends distributions regulations do not permit to. Requires the following: Yes information, please visit our SEC Filing form 8-K dated January 5 2023... Been made to a transaction in your account, Shareowner Services requires following... Sold or exchanged after the settlement date mail your completed form to: EQ Shareowner ServicesDAT M PNPO 64945St...

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