If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. Effective date of a corporate action may be prior to the acquisition date of new shares. 10. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. As published in Prospect News, D.F. Manage My Shares: Instant Email Reporting. 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. If applicable, indicate how un-cashed checks are to be reissued. Otherwise, please contact a customer service representative by phone, mail or email. Example: Jane Doe incorrectly registered as John Doe. Equiniti Group is the leading provider of share registration and associated investor services in the United Kingdom. However, if your state allows, you can change to a Transfer on Death registration. Direct ownership indicates that your shares are registered in your name as a stockholder of record with Equiniti Shareowner Services, HP Inc.'s transfer agent. Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. 7. Paul, MN 55164-0854. Your company doesn't go through a merger or spin-off every day. Download forms and get answers to frequently asked questions for your stock accounts. You would need to add our email address to your companys allowed list or change to a personal email address. As you prepare for 2020, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. Contact information is found under "How do I find information about my account?" . If you have any questions or problems using the NetBasis A proxy card is furnished so that shareowners can cast their votes on such matters. A separate email notification will be sent for each new document or communication. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. To continue using astfinancial.com, you must update your browser to Internet Explorer 11 or higher, or visit us from another browser such as Chrome or Firefox, or from your mobile device or tablet. Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. Paul, MN 55164-0945. 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. For regular enquiries, please contact: We can integrate registry and compliance advisory services into all of our solutions, and we have the infrastructure to quickly implement efficient processes that drive resolution. 5. Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. 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.) There is an easier way. Equiniti Trust Company makes dividend reinvestment purchases on about the 15th of every month, so a cash contribution is invested with the next round of purchases. Toll-Free 800-205-7699 Outside the United States 651-450-4064 Shareowner Relations Specialists are available Monday through Friday, from 7:00 a.m. to 7:00 p.m. Central Time. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. 9. What can I do if I have forgotten all of my login information? EQ + AST recognized as a Top Employer 2023 in the U.S. D.F. as described on the reverse side of the Stock Power form. How can I hold my securities in Direct Registration? 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. If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. Box 64874 St. Paul, MN 55164-0874 Contact Investor Relations: Comcast Corporation One Comcast Center Philadelphia, PA 19103 Or by calling toll-free: 866-281-2100 Stock Volume Change Telephone. Tax forms 1099DIV and 1099B are available by eDelivery. Meet our executive leadership team, who underpin EQs strategy, development and growth from within the organization. If you have questions please contact Otter Tail Corporation Shareholder Services or EQ Shareowner Services. 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. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. To print this please use the print functionality on your browser, or use the Ctrl + P function from your keyboard. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. EQ continues to grow its shareholder and employee capabilities following its integration with the U.K.s leading transfer agent, Equiniti Group plc. P.O. Only one beneficiary can be designated per registration. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. They will ask you for your Sharestore Reference Numeric which intention pop on our Annual Sharestore Statement of Entitlement. To activate your online account, you will need your 10 digit 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. MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. corrections to abbreviation, street/city/zip code) to improve deliverability. Class B Conversion Rate Into Class A Common Stock*. EQ is the trusted transfer agent helping businesses thrive. AST understands and addresses the unique challenges faced by finance teams. 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. Therefore, you will receive a hard copy of the 1099DIV. Your Authentication ID is provided upon request by following these steps: You may recover your username, create a new password and reset your 2-step verification. Replacing the certificate will require an Indemnity bond. This site does not support this version of your browser. Yes. Where can I find my Authentication ID Number? The Direct Registration Profile Modification System was developed to provide investors with an efficient method of moving book-entry positions within the financial community. 5. Market order? A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. 5. Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste. An automated voice response system is available 24 hours a day, 7 days a week. Phone: 866-605-8638 Support for companies and shareholders with complex escheatment requirements and abandoned property compliance needs. IRS. Options for how to close your account are located on your statement's share transaction request. If you would like additional information about joining the plan, please contact the company or EQ Shareowner Services. EQ is a leading international provider of shareholder, pension, remediation, and credit technology. We suggest you contact an attorney for assistance in completing the Affidavit. Otherwise, please contact us. How do I transfer shares for a deceased tenant? Please check with a Customer Service Representative if you are unsure of your state's statutes. Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. Any documents you received while enrolled in eDelivery would still be available to you on Shareowner Online. The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. noted above. not be applicable. Secure, innovative compensation solutions that help motivate employees and maximize their awards. You may hold your shares in certificate or book-entry form. Transfer Agent: We extend their own team, providing the support they need to thrive. What does Covered and Non-Covered represent? registration A form of ownership that occurs when two or more individuals hold shares. 2. EQ Shareowner Online is here to help you and answer any questions you may have. If you are signing on behalf of the registered owner, additional documentation may be required. Otherwise, please contact us. To enroll in the plan online, please go to www.shareowneronline.com. A form of individual ownership. If you own shares through a brokerage firm, you need to contact the brokerage firm directly to change your account address. 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. 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. The Medallion stamp must not be dated or notated in any manner. 6. Postal Service (USPS). 6. 4. Class Actions & Mission Critical Services, 2019 Proxy Season Review and Fall Engagement Guide. To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. Transfer Agent: EQ Shareowner Services P.O. Check the first box only if you are transferring all shares. AST specializes in providing you with the support you need to better manage your corporate programs. 101MAC N9173-010Mendota Heights, MN 55120. 1. Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset: your people. REPORT Going Public? You will generally receive a statement of ownership instead of an additional certificate. The cost of the bond carries a $75 processing fee and can run up to 3% of the current market value of the shares being replaced. To access the Otter Tail Store visit www.companycasuals.com/ottertail. Can I place a limit order? They will not be held in certificate form. Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. Can I place a limit order? . Refer to the share transaction request on your statement to determine which options are available to you. A new account is set up any time there are changes to a registration. 2. If I've recently changed my name, how do I change my registration? Your guarantor will require proof of your authority to act. Select Recover account with email verification, Use a secure link sent to your account email address to continue. Discover our solutions and start moving forward today. Can I place a beneficiary on my stock? If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. That date will determine if any gain or loss is short-term or long-term. How can I remove the custodian on my account if I am no longer a minor? Can I place my shares in a custodial registration for my children or grandchildren? As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. Does Otter Tail Corporation pay a common stock dividend? NetBasis system will automatically calculate your cost basis We want you to thrive. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. Surrender of the physical stock certificates (if any). their cost basis in order to report their capital gains to the as described on the reverse side of the Stock Power form. 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. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. this page to go directly to the site. This acquisition date can be different for the following reasons: The acquisition date for non-covered securities will be displayed as 01/01/1901. Otter Tail Corporation has partnered with NetWorth Services Direct Registration is a form of registration. The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. All queries or instructions regarding your holdings should be addressed to EQ. Otherwise, please contact us. Where should I send my transfer request? 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. Am I able to withdraw a certificate at any time? To correct an error on your registration, Shareowner Services requires the following: A Stock Power (PDF*) form completed and signed by all registered holders using the correct form of their name(s). As of March 19, 2008. How can I get a duplicate tax form (1099DIV, 1099B, 1042)? When will my statement be available for viewing? We work with you on pricing, we extend your own team and we support shareholders with their financial futures. Several states require direct shareholder contact to prevent escheatment. 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