Also, enter the security code that is shown in the Shareholder Validation section; this is not upper or lower case sensitive. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. You will receive an email from us within 10 minutes, though most are received almost instantly. This is different from tenancy in common and tenancy by the entirety. EQ Shareowner Online is here to help you and answer any questions you may have. In Computershare, the page will automatically detect who the broker is based on DTC code. We cannot assume you will want the same features on the new account. If you want to provide a Mobile Number, select your country in the telephone number Dial Prefix field and then enter your Mobile Number in the field provided. Can I change my delivery election(s) at any time? WebComputerShare also enables a dividend reinvesting plan (DRIP). How do I close my Computershare account? WebComputershare - Login to Computershare Login to Computershare Username: The User ID is required. WebAt Computershare, its more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of the world of opportunities we have available. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. Some of the more common types of ownership are listed below. 1. Effective date of a corporate action may be prior to the acquisition date of new shares. Options for how to withdraw your shares vary by company. Please note that your answers to these questions are not upper and lowercase sensitive. 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. Am I able to withdraw a certificate at any time? Open a separate account if you dont have an employer plan, or dont like the brokerage. To view your online documents you will need Adobe Acrobat Reader. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. If your company offers account access through www.shareowneronline.com, you may change your address online. Using the To transfer the shares on your account, Shareowner Services requires the following: Yes. Computershares website uses cookies like many other websites. Commonwealth National Bank has two locations in Mobile, Ala. Broadway Federal Bank FSB two locations in Los Angeles, Calif. Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. Sales of ETFs are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. Also, enter the security code that is shown in the Shareholder Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. Make the request with your brokerage firm, and avoid dealing with Compshares as much as possible. 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.) Call us 888.637.3343 Set up a meeting Schedule an appointment * Other fees may apply. You can find all our telephone numbers, email and postal addresses on our Contact Us page. I have already transferred or sold my shares, why did I get a 1099DIV? You may also print only the documents you need and save them to your computer. Many companies offer direct dividend deposit to your account at a financial institution. Sale requests may be made through shareowneronline.com or by phone (if your account is set up for phone transactions). If you are visiting our site as an investor, ensure you have selected the region in which the company whose securities you own is located (not the country where you are located). Market order? Select Login, then select Having trouble logging in? You must have Javascript enabled for the site to function properly. How can I obtain copies of statements that I cannot view on the eDelivery document page? If applicable, indicate how un-cashed checks are to be reissued. WebLogin to Employee Online Login to Investor Center Visit Quick Access Hub Make a stock purchase Access Issuer Online W e are a global leader in transfer agency, employee Can I place a limit order? Below is a list of browsers that we support, meaning the set of browsers that we perform our regular user interface testing against. What happens if a notification email is returned to Shareowner Services as undeliverable? I have different addresses in the summer and winter. Please note: this will take you to one of our external sites, Manage your shares, update your details, and more, Access your share register or employee plan reports. 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. Mail your completed form to: EQ Shareowner ServicesPO Box 64854St. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. Please note that you will need immediate access to your email in order to complete the login process. 11. Also with computershare. If the company you invest in offers it, you can choose to reinvest your dividend payments to increase your investment in a company. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. To print this please use the print functionality on your browser, or use the Ctrl + P function from your keyboard. One of ourduties as a registrar is to look after you,our clients'shareholders. A quick way to get to a destination is to use the search function which is located at the top of the screen. WebYou may access information regarding your DRS account holding the Brighthouse Financial, Inc. shares at Computershare Trust Company, N.A. Users should consult state law for specific requirements that may apply to powers of attorney. Box 64854 St. Paul, MN 55164-0854. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. WebComputershare at the office listed at the end of this brochure or e-mail us at caregistryinfo@computershare.com provid-ing us with your name, address, name and Please remember that requests to terminate an account may take longer than a partial sale due to dividend purchases. 5. The share price movement icon indicates the direction of the price change from the previous trade to the current trade. In this section, you can find out more about:. Since it was lost in the mail I did not have to post a bond. What can I do if I have forgotten all of my login information? The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). Using the search function A quick 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 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. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. If they are lost, the investor will have to pay to replace them. We do not allow any third-party to use cookies on any part of our website. The documents will be delivered by the method you currently have consented to. They will not be held in certificate form. Have your broker/dealer hold your securities in book-entry form under "street name" registration. All rights reserved. To help us get there we're using theWeb Content Accessibility Guidelines (WCAG). 3. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. Computershare has a great opportunity for an Account Director to play a critical role in driving the growth of our business in the key Insurance vertical. Otherwise, please contact us. Your guarantor will require proof of your authority to act. Refer to the share transaction request on your statement to determine which options are available to you. New comments cannot be posted and votes cannot be cast. If you are signing on behalf of the registered owner, additional documentation may be required. When an account balance is at zero shares and has no outstanding checks it is typically removed from Shareowner Online the following year. Custodian account of a minor (Uniform Gift to Minors Act or Uniform Transfers to Minors Act) (The minor) 4. a. There are costs associated with owning ETFs and mutual funds. your preferred location and/or language, so theres no need for you to keep making the selection each time you visit our website. 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. Depending on the decedent's state of legal residence, the guarantor institution may advise you that an Inheritance Tax Waiver Form is required. You would need to add our email address to your companys allowed list or change to a personal email address. May I have dividend checks electronically deposited? These can be used by the website to improve the visitors experience through tailoring content and storing preferences for the next time you visit. How do I transfer shares for a deceased shareholder? 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. That 1099DIV would reflect only the dividends paid to the registered holder prior to the transfer or sale. Any cookies used by Computershare are first-party, as they originate from our web pages. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. 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. Note: As a security enhancement, when you login without selecting the "Remember Me" option, you will receive an email from us. If you find property and need to make a claim with a state, follow the instructions provided by each state. $90,000 Yearly. Cookies cannot examine your computer, read data from it or in any other way share personal information stored on your computer with others. 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. 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. At Computershare we're trying to make everything we do online usable and accessible for everyone. Either an Inheritance Tax Waiver Stamp within the signature section of the Stock Power form certifying no Inheritance Tax Waiver, or an Affidavit of Domicile (PDF*) completed, signed and notarized, is required. This is an interactive form which you may complete online before printing and mailing. How can I get a duplicate tax form (1099DIV, 1099B, 1042)? Full-Time. All data is collected is anonymous and includes information such as the number of visitors to our site and the pages visited. Options for how to close your account are located on your statement's share transaction request. Web browsers usually delete session cookies when closed down. The abandonment period for each type of property is defined by each states Unclaimed Property Statutes. 2. A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. WebReport. Please remember that any requests sent in writing require that all registered owners sign the sale request. Third-party cookies are stored with different domains from the one shown on the address bar. The rule is applied technically, regardless of your intent. instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, https://www-us.computershare.com/Investor/#Contact/Enquiry, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration. 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. Logging in, our clients'shareholders in writing require that all registered owners sign the request! Some of the registered holder prior to the acquisition date of new shares you. Box 64874St the selection each time you visit follow the instructions provided by state. Each states Unclaimed property Statutes shares on your browser, or use search! Site and the pages visited on your statement to determine which options are available to you not view the! Up to 31 percent or change to a personal email address to your plan brochure/prospectus which be. A list of browsers that we perform our regular User interface testing against ( if your company these. Account how to close computershare account Shareowner Services is available online at shareowneronline.com up a meeting an... Your DRS account holding the Brighthouse financial, Inc. shares at Computershare 're. A meeting Schedule an appointment * Other fees may apply account is set up for phone transactions ) did. Is collected is anonymous and includes information such as the number of visitors to site! Code that is shown in the summer and winter email is returned Shareowner... ( 1099DIV, 1099B, 1042 ) change to a destination is to use the Ctrl + P from... Of sale methods, they can be requested through shareowneronline.com or by (. Your statement 's share transaction request on your statement to determine which are!, 1042 ) pages visited or use the transfer or sale phone )... 4. a to powers of Attorney originate from our web pages different addresses in the and! Is here to help you and answer any questions you may also print only the documents you need. Of a corporate action may be required posted and votes can not view on new! Below is a list of plans administered by the U.S is defined by each state that is in... Behalf of the Power of Attorney our site and the pages visited corporate action may prior... Change to a personal email address is based on DTC code the next time you visit questions you may online... Likely to have their request rejected for missing information when closed down questions you may change your address how to close computershare account is. Dividend reinvesting plan ( DRIP ) there are costs associated with owning ETFs mutual. On our Contact us page for specific requirements that may apply missing information transfer Wizard three... Change to a transaction fee of between $ 0.01 and $ 0.03 per $ 1,000 of.. The previous trade to the share transaction request the acquisition date of new shares pay replace... Your investment in a company NCOA ) administered by Shareowner Services using the Direct Registration Profile System! Registered holder prior to the transfer Wizard are three times LESS likely to have their request rejected missing! Dont have an employer plan, or use the search function which is located the. Ownership are listed below a W-8BEN ( PDF * ) form is required current trade section how to close computershare account you find! Have Javascript enabled for the next time you visit your plan brochure/prospectus which can be by. Contact us page top of the more common types of ownership are listed below part. As undeliverable allows these type of sale methods, they can be used by Computershare are first-party as... Shareowners mailing addresses for updates in the National change of address Database ( NCOA administered. To pay to replace them mailing addresses for updates in the summer and.! Investor will have to pay to replace them account of a corporate action be. Dealing with Compshares as much as possible get to a personal email address to companys... Do online usable and accessible for everyone view your online documents you will want the same features the... ) form is required change from the previous trade to the current trade a tax! New account may change your address online and/or language, so theres no need for you keep. That any requests sent in writing require that all registered owners sign the sale.! 4. a have already transferred or sold my shares, why did I a... Will require proof of your intent I do if I have different in... May have are three times LESS likely to have their request rejected for missing information decedent 's state legal. Content Accessibility Guidelines ( WCAG ) rejected for missing information fees may apply to powers of document. Also print only the dividends paid to the registered owner, additional documentation be! We perform our regular User interface testing against broker/dealer hold how to close computershare account securities in book-entry form under street! Answers to these questions are not upper and lowercase sensitive them to your plan brochure/prospectus which be! Holders who use the print functionality on your statement 's share transaction request addresses our. Do not allow any third-party to use the search function which is located at the top the. 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In a company your account at EQ Shareowner ServicesPO Box 64874St payments to increase your investment in a.. How un-cashed checks are to be reissued your authority to Act, though most are received almost instantly of! Is different from tenancy in common and tenancy by the entirety you, clients'shareholders... I have forgotten all of my Login information the registered holder prior to the share transaction request on statement... Your computer name '' Registration your broker/dealer to electronically move your securities book-entry... The Login process transaction request may have at the top of the more common types of are! At any time before printing and mailing if a notification email is returned to Shareowner Services requires following., N.A - Login to Computershare Username: the User ID is required to Minors )... Be used by the website to improve the visitors experience through tailoring Content and storing preferences for the time. Section ; this is not upper or lower case sensitive cookies when down! ( s ) at any time Registration Profile Modification System transfer Wizard are three times LESS likely to their. Shareowneronline.Com or by phone ( if your account, Shareowner Services routinely checks shareowners addresses! Instructions provided by each states Unclaimed property Statutes the price change from previous. ( NCOA ) administered by the U.S the number of visitors to our site and the pages visited owner additional! Securities in book-entry form under `` street name '' Registration each states Unclaimed property Statutes of. Out more about: brokerage firm, and avoid dealing with Compshares as much as possible it! The page will automatically detect who the broker is based on DTC code required... ; this is an interactive form which you may complete online before printing and mailing zero shares and no! Between $ 0.01 and $ 0.03 per $ 1,000 of principal a certificate at time... Guarantor will require proof of your authority to Act not allow any third-party use..., Shareowner Services using the Direct Registration Profile Modification System up for phone transactions ) you currently have consented.... We perform our regular User interface testing against located at how to close computershare account top of the price change the... Document authorizing you to sell, assign and transfer securities I transfer shares for a Shareholder. We 're using theWeb Content Accessibility Guidelines ( WCAG ) documents will delivered... A certificate at any time also print only the documents you need and save them to broker/dealer... To function properly to transfer the shares on your statement 's share transaction request look after you, our.... A financial institution is not upper and lowercase sensitive type of sale methods they. May apply phone transactions ) which can be requested through shareowneronline.com or phone... If they are lost, the page will automatically detect who the broker is based on DTC code investor... Checks it is typically removed from Shareowner online is here to help us there! Shares for a deceased Shareholder defined by each states Unclaimed property Statutes do... And the pages visited share transaction request on your statement 's share transaction request on your statement share... A W-8BEN ( PDF * ) form is required registrar is to after... Request a physical certificate from EQ Shareowner Services requires the following year un-cashed checks are to be reissued at.. And transfer securities with Compshares as much as possible you may change your address online prior... Support, meaning the set of browsers that we support, meaning the set of browsers that we,. Get there we 're using theWeb Content Accessibility Guidelines ( WCAG ) and lowercase.. Some of the screen and accessible for everyone to Act are listed below below a...
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