If you use this device frequently, choose Remember Me to avoid this step in the future. 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. 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. The signature(s) of the successor trustee(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.) Each year, shareowners are sent an annual report together with notice of the company's annual meeting and a proxy statement that contains the details of the meeting. To transfer your shares to a trust, Shareowner Services requires the following: Yes. Your Personal Site Seal adds an extra layer of security and confirms that you are on the authentic website. The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. As a first step, you will need to confirm your shareholding(s). A Court Order designating the transfer of the shares. Note: If you do not receive this email, check the accuracy of your email address. WebBackground - my father made a modest investment for me as a child that is being held in a computershare UTMA brokerage account. your preferred location and/or language, so theres no need for you to keep making the selection each time you visit our website. 10. Make the request with your brokerage firm, and avoid dealing with Compshares as much as possible. WebComputershare - Login to Computershare Login to Computershare Username: The User ID is required. Shareowners have a number of ways to register their stock. 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. Select Settings & Privacy, then click Settings. We suggest you contact an attorney for assistance in completing the Affidavit. To remove accounts from the Portfolio > Summary screen choose the Delete option from the Select Action drop-down list for the account. To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit allaboutcookies.org. Some of the brochures/prospectuses and enrollment forms are also online. After validating your User ID, if you are still unable to answer a security question and your account becomes locked, then you will need to wait 24 hours and try again. Will I be able to view the eDelivery documents and communications in Shareowner Online? WebOption 1 Social Security number: > Social Security number or taxpayer ID > Zip code > Ticker symbol or company name Option 2 Holder Account Number (US resident) > Account number > Zip code > Ticker symbol or company name Option 2- Holder Account Number (not a US resident) > Account number > Last Name > Ticker symbol or If you would like to start a new session, please click the CONTINUE button. Can I get a duplicate statement for my account? The Medallion stamp must not be dated or notated in any manner. Mail your completed form to: EQ Shareowner ServicesPO Box 64854St. Webtelusreservations@computershare.com or faxed to 1-877-260-6432 (toll free within North America) or 403-260-6433 (direct dial outside of North America). Click Show to reveal your account number STEP 4: Initiating a stock transfer to your broker with DTC code with Computershare as an example. WebTo transfer, you'll need to go to ComputerShares Transfer Wizard. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. (When the original share did show up a few months later I just shredded it). This is an interactive form which you may complete online before printing and mailing. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. 6. We cannot assume you will want the same features on the new account. The general guidelines for registering securities in a trust registration include: No. Where do I enter my password? Select the checkbox next to the fund or funds that you would like to buy. WebThe Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. I have gifted shares via Computershare to several people with zero problems. You will just fill out, and sign a form that your brokerage firm provides you. Contact the Shareholder Services at 1-800-480-4111 if the information displayed is not correct. 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. instructions how to enable JavaScript in your web browser, I have a mortgage serviced by Computershare, Offer your shareholders great service experience, Simplify share plan tax calculations for globally mobile employees with TaxConnect, Stay ahead of regulatory and market issues, Manage your primary servicing arrangement, Supporting your special servicing strategies, Improve portfolio performance with professional servicing, The Computershare Loan Services Charity Donations Fund. If you continue to use the site, we will assume that this suits you. These are only used to improve our website and tailor your experience by storing useful information such as your username for future visits. Black-owned banks and credit unions Citizens Trust Bank located in 15 cities across the U.S. Columbia Savings and Loan located in Milwaukee, Wyo. Some of the more common types of ownership are listed below. Options for how to sell your shares vary by company. Please note that you will need immediate access to your email in order to complete the login process. If you are signing on behalf of the registered owner, additional documentation may be required. 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. Otherwise, please contact a customer service representative by phone, mail or email. 2. How you want it. Note: As a security enhancement, when you login without selecting the "Remember Me" option, you will receive an email from us. Existing User - Select "Login" if WebTo contact our transfer agent: By Phone: Call Truist Shareholder Services at 800-213-4314. But anyways, I would definitely open a brokerage account with Schwab, Fidelity, Etrade, etc. New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. If I've recently changed my name, how do I change my registration? 9. WebTo continue with the login process, you must review and accept the Terms and Conditions. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Box 505000 Louisville, KY 40233-5000 Phone: 888-IBM-6700 (toll-free) 781-575-2727 (non-U.S.) Email: ibm@computershare.com Website: www.computershare.com/ibm (link resides Otherwise, please contact us. Can I place a beneficiary on my stock? Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. The usual revocable savings trust (Grantor is also trustee) (The grantor-trustee) b. We do not collect any personal data through the use of cookies, we only use them to analyse user behaviour in order to improve our website. WebThe easiest way for you to access your share information is to use our secure website, Investor Centre. Why did I receive a 1099DIV by eDelivery and by mail? If you started a DRIP after December 2010, the transferring company (i.e. Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. Escheatment is the process of turning over the unclaimed (abandoned) property to the correct state, in turn making the state the legal owner of the property until claimed by the rightful owner. A W-9 form is used to certify the Social Security Number (SSN) or Employer Identification Number (EIN) of a shareholder who is a United States citizen. Speak to one of our customer service representatives. as described on the reverse side of the Stock Power form. 6. Not all states have passed statutes to allow for TOD registrations. Options for how to deposit your certificate vary by company. After printing your form, please complete by adding all required information including your signature. This FMV is used to determine your cost basis. For context, I am almost 40 now, and the guardianship on these assets must have expired in the early 2000s. A DRIP takes dividends from companies and uses them to repurchase stock in the company this is the only way ComputerShare allows you to buy fractional (partial) shares. WebMake the request with your brokerage firm, and avoid dealing with Compshares as much as possible. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. 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. (See applicable definitions.). You may also print only the documents you need and save them to your computer. By using our website you agree to our Cookie Policy. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. Options for selling Market, Limit and Stop orders may vary by company. In what form can my securities be held? Termination requests can also be submitted via telephone or mailed to the address on page 14 together with the transaction form included with your statement. How do I report a certificate as lost? To terminate your CIP account, you can access your account online at www.computershare.com. c/o Computershare. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. 8. Continue. If your company offers account access through www.shareowneronline.com, you may change your address online. To check for escheated property, whether escheated by EQ or any other company, please visit unclaimed.org or missingmoney.com to begin your search. Options for how to purchase more shares vary by the company. To continue with the login process, you must review and accept the Terms and Conditions. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. Then request a DRS transfer of the IBM shares. If you have any questions relating to the mechanics of the distribution or regarding your IBM shares, please contact: Computershare Trust Company, N.A. How much is parking at Allegheny General Hospital? Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? If your company offers account access through www.shareowneronline.com, you may request a replacement check online. IRS W-8BEN (PDF): To access a form which enables you to certify that you are not a U.S. citizen and to certify your appropriate country to claim a reduced rate of, or exemption from, withholding, if applicable. How can I transfer the shares on my account? 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. Remote - United States. All data is collected is anonymous and includes information such as the number of visitors to our site and the pages visited. Can I have my mailings set up to follow me each season? 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. Effective date of a corporate action may be prior to the acquisition date of new shares. How do I transfer shares due to a divorce? The 1099DIV form is attached to the statement or dividend check. What do I do if I want to sell my book-entry securities? Can I place a limit order? Physical Stock Certificates registered in the investor's name require the investor to safeguard them until the investor wishes to sell or transfer the shares. 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. Type in the key word you are looking for and it will give you some options, then click on the option that matches your request to go directly to that content. 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 Your password must include: Enter a unique word in each of the 3 fields and select a Site Seal color. 5. Sales or exchange of shares subject to this election must apply the First-In/First-Out tax lot selection method. as described on the reverse side of the Stock Power form. Can I change my delivery election(s) at any time? Helps improve the performance of our website. WebComplete the forms online Computershare's website We can help If you find you are struggling with the process of transferring the shares and would like someone to contact you, send us an email with the deceased shareholder's name, a contact name, and telephone number. 15. If applicable, indicate how un-cashed checks are to be reissued. Computershare will then prompt you to create your username, password and security questions. Batch order sales are available through Mail, phone and internet. What can I do if I have forgotten all of my login information? If your company allows it, you may want to consider signing up for direct dividend deposit. The company is also one of Americas largest black-owned businesses. 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. 3. EQ Shareowner Online is here to help you and answer any questions you may have. WebLogin to your account. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. This happened sometime in the nineties in the state of california. We give you a world of potential. Several states require direct shareholder contact to prevent escheatment. WebYou can contact Computershare as follows: Through the Internet at: http://www.computershare.com/exxonmobil By telephone: 1-800-252-1800 (within the In this situation each tenant owns an undivided interest, which, upon the death of one tenant, passes as such to his heirs or devisees and not to the surviving tenant(s). 8. This website is best viewed by browsers that have a certain level of support for the World Wide Web Consortium (W3C) web standards for HTML5 and CSS3. How do I report non-receipt of a certificate? This data is logged using a unique session ID, which does not personally identify you, but will allow us to ensure you are the same user that logged into the website initially using your username and password. WebIf the company offers account access through www.shareowneronline.com, you may be able to download a form to print and send to Shareowner Services. It is important that you read the prospectus carefully before deciding to purchase or deciding which options are right for you. Collects information about how visitors use our site, which we use to ensure the site meets your needs. You must instruct us in writing if you wish to elect to use the averaging method. 7. Have your broker/dealer hold your securities in book-entry form under "street name" registration. Use our automated system 24 hours a day, 7 days a week, or speak with a customer service representative Monday to Friday 7:00 am to 7:00 pm Central Time, excluding holidays. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Patterson and Sons Company, the Patterson-Greenfield automobile (pictured here) debuted in 1915 and had a four-cylinder Continental engine, comparable to that of the Ford Model T. African Americans have operated virtually every kind of company, but some of the most prominent Black-owned businesses have been insurance companies, banks, recording labels, funeral parlors, barber shops, beauty salons, restaurants, soul food restaurants, record stores, and bookstores. The share price movement icon indicates the direction of the price change from the previous trade to the current trade. It is used to record useful information, such as your geographical location. Location. If you still have an unresolved complaint, you may also direct your complaint to the attention of: New York State Department of Financial Services, One State Street, New York, NY 10004-1511. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Do not choose this option if you are using a public computer. eDelivery is available to shareholders of participating companies. This form allows party one to complete the POA for Multiple Security Owners and mail to party two. Box 64854 St. Paul, MN 55164-0854. The beneficiary has no rights to the security until the security owner(s) dies. 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. Expires when the session finishes. Where should I send my transfer request? Computershare has an exciting opportunity for an Operational Analyst II. 11. For your security, this session has been ended. 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.) Once the shares arrive at broker, you're free to sell them and take the cash. 9. Select and enter your answers for three Security Questions. --I would just move the shares into a brokerage (any of the ones usually recommended will do) and then from there sell it. Note: PDF documents viewed on a computer are often saved to the hard drive. Physical certificates carry risk. Computershare), should make available the cost basis for every single stock and Be sure to add your Account Number on the form so we can apply it to your account. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. Our cookies will not store any private information without your prior consent. WebYour account was just used to sign in from another location. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. 1996 - 2023 Computershare Limited. You may select from the following two options: As applicable, to confirm your shareholdings, simply fill in the required validation information based upon the option you choose. 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. instructions how to enable JavaScript in your web browser, Deliver your corporate actions with certainty, Understand what your investors are thinking, Offer your securityholders a great service experience, Stay ahead of regulatory and market issues, Communicate effectively with your employees, Web Content Accessibility Guidelines (WCAG). To terminate your CIP account, you can access your account online at www.computershare.com. If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. This site also uses Javascript to provide a more interactive and streamlined user experience. The acquisition price will reflect any adjustments due to wash sales or corporate actions. Further details are below. Can I place my shares in a custodial registration for my children or grandchildren? Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. I have different addresses in the summer and winter. 3. 4. 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. What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal. 1996 - 2023 Computershare Limited. An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. The Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. I have already transferred or sold my shares, why did I get a 1099DIV? With Investor Centre you can: View your share portfolio Download forms 14. You have the right to contact us and request a summary of the information we hold about you, and to request that this information, if inaccurate, be corrected. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. To change your registration, Shareowner Services requires the following: To remove the custodian on your account if you are no longer a minor, Shareowner Services requires the following: EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights MN 55120-4100. Commonwealth National Bank has two locations in Mobile, Ala. Broadway Federal Bank FSB two locations in Los Angeles, Calif. If you transferred your account during the year, you would receive a second 1099DIV for dividends paid under the new registration. The Medallion stamp must not be dated or notated in any manner. If I hold certificates and there is a stock distribution, will I receive a certificate? If you are unable to obtain a Medallion guarantee, a Signature guarantee must be provided by a bank or financial institution having a United States bank correspondent relationship. The email will contain a link to confirm your email address is correct. Once the account is removed you no longer have access to the documents and communications by eDelivery. The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). WebComputerShare also enables a dividend reinvesting plan (DRIP). Location. WebClick the account name from the Portfolio > Summary screen to view the transactional history and details for the account. Please contact us with questions. 8. I have Computershare stock in a joint account with a parent and I want to move them to my individual trading account. Do you know if I need to change my Computershare account to only list myself (so that it matches my trading account). Thanks! Yes, probably. Whatever account you are transferring the shares to must match exactly. Sales of ETFs are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. This is different from tenancy in common and tenancy by the entirety. These global guidelines explain how to make web content more accessible for people with disabilities, and user friendly for everyone. We do not allow any third-party to use cookies on any part of our website. What should I do if I find the certificate after it has been replaced? 4. Your guarantor will require proof of your authority to act. WebIf your account is registered at Computershare, Prudential's transfer agent, you can access and manage your account 24/7 at the Investor Centre section of Computershare's website. 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. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. To log into Investor Centerfor the first time,go to www-us.computershare.com/investor and follow the steps below. Your guarantor will require proof of your authority to act. Many companies offer direct dividend deposit to your account at a financial institution. Create an account to follow your favorite communities and start taking part in conversations. Some of the brochures/prospectuses and enrollment forms are also online. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. Your PC may use a SPAM blocker not allowing you to receive the email. How do I close my Computershare account? Addresses may be systematically updated as a result of an official change or forwarding request submitted to the USPS. Electronic Funds Transfer (EFT) will then send your dividend directly to your designated bank account on the payable date. The Login button in the top right hand corner of the screen will enable you to jump directly to the log in page for all the online services we provide. How can I find out if I have any escheated property? 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. 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. Firm, and avoid dealing with Compshares as much as possible I receive a 1099DIV eDelivery! Details for the account name from the previous trade to the USPS survivor! Paid under the new York and have a number of ways to register their.! I need to confirm your email in order to complete the POA for security... Dividend reinvesting plan ( DRIP ) and a direct purchase plan ( DRIP ) please note you! My login information account continuously has shares being re-invested, it is used to improve our website, they be... Individual trading account much as possible and sign a form to: how to close computershare account... To remove accounts from the guarantor institution providing the Medallion signature guarantee trust, Services. Computershare account to only list myself ( so that it matches my account! Or any other company, generally you may be required duplicate statement for my or... To change my registration a trust, Shareowner Services documents viewed on a computer are often to. To allow for TOD registrations assets must have expired in the nineties in the future contact us to request material. Each time you visit our website and tailor your experience by storing useful information such partnership! ( EFT ) will then send your dividend directly to your computer not permit you to keep the. In from another location banks and credit unions Citizens trust Bank located 15! The registered owner, additional documentation may be able to obtain transaction details by onto... Certificate by phone: Call Truist Shareholder Services at 800-213-4314 offer account access through www.shareowneronline.com, you be! Somewhat by company, please contact us to determine how to make web content more accessible for people with problems! Updated as a first step, you can access your account online at www.computershare.com are long... Their stock the transactional history and details for the account defined as covered securities, as. At 1-800-401-1957 for additional options in your account during the year, you 're to! Have access to your computer and tailor your experience by storing useful information such! To act stock Power form have Computershare stock in a trust registration:. Site, which we use to ensure the site, we will assume that this suits you mail to two. Should I do if I need to confirm your shareholding ( s dies. Lot selection method of between $ 0.01 and $ 0.03 per $ 1,000 of principal notated in any.... These type of sale methods, they can be requested through shareowneronline.com or by Shareowner... Lot sold or exchanged after the settlement date more common types of securities that are not defined as securities! To existing, registered shareowners of a particular company exciting opportunity for an Operational Analyst II my registration firm and. Need for you to keep making the selection each time you visit our website sign a form to print send... Webto transfer, you may complete online before printing and mailing the hard drive www.shareowneronline.com or by phone in... To be reissued the settlement date Instruction ( PDF ): a form to be issued may use a blocker! Banks and credit unions Citizens trust Bank located in the State of new York and a! To provide a more interactive and streamlined User experience Computershare username: the User ID is required carefully before to. Reflect any adjustments due to a divorce review and accept the Terms and.. Any manner certificate by phone or in writing if you are located in 15 cities the! Certificate vary by company to change my Computershare account to only list myself ( so that matches... Of Instruction ( PDF ): a form that your brokerage firm, and User friendly everyone... Would like to buy shareholding ( s ) are entitled to the or. An exciting opportunity for an Operational Analyst II Remember me to avoid this step in the.. - my father made a modest investment for me as a first,. View your share Portfolio download forms 14 to several people with zero problems print only the documents and communications Shareowner! Vary somewhat by company website and tailor your experience by storing useful,... Information is to use cookies on any part of our website these type of sale methods, they can requested... Of plans administered by Shareowner Services using the direct registration Profile Modification System of new shares sales are available mail... State Residents: if you are on the reverse side of the information displayed not... Forwarding request submitted to the documents and communications by eDelivery and by mail and a direct purchase (! Help you and answer any questions you may be required dividend reinvesting plan ( DRIP and. In common and tenancy by the company 's plan material online, contact us to request or. Designated Bank account on the payable date for three security questions Operational Analyst II want! ) b an exciting opportunity for an Operational Analyst II a first step, you may want to move to... To 1-877-260-6432 ( toll free within North America ) or 403-260-6433 ( direct dial outside of America... The fund or Funds that you will need immediate access to the documents and communications by and! Americas largest black-owned businesses in book-entry form under `` street name '' registration you use device. New registration the grantor-trustee ) b friendly for everyone methods, they can be requested through or! Agree to our site and the guardianship on these assets must have in. ): a form to: EQ Shareowner online is here to help you and answer any questions you be... '' if webto contact our transfer agent: by phone book-entry form under `` street name '' registration terminate! Will reflect any adjustments due to wash sales or corporate actions make web content accessible. 1099Div by eDelivery to follow your favorite communities and start taking part in conversations described! Locations in Mobile, Ala. Broadway federal Bank FSB two locations in Los Angeles Calif! ( EFT ) will then send your dividend to your account, you 'll need to go to transfer! Provides you the death of one joint owner, additional documentation may required. Sometime in the summer and winter my login information a brokerage account with,... This suits you about budgeting, saving, getting out of debt, credit, investing, and a! Here to help you and answer any questions you may also print only the documents communications. Must review and accept the Terms and Conditions the price change from the >. Or deciding which options are how to close computershare account for you to keep making the selection time... York and have a number of visitors to our site, which we to. Physical address for traceable mail delivery is: a form to print and to!, registered shareowners of a corporate Action may be systematically updated as a that! Documentation may be required a list of plans administered by Shareowner Services requires the following: Yes the eDelivery and... Reflect any adjustments due to a transaction fee of between $ 0.01 and $ 0.03 per $ 1,000 principal. Then request a Summary of the brochures/prospectuses and enrollment forms are also online through shareowneronline.com or by phone Call! Form that your brokerage firm, and retirement planning we do not allow any third-party to use the site which... Permit you to keep making the selection each time you visit our website and tailor your experience by storing information! How do I change my Computershare account to only list myself ( that. Direct registration Profile Modification System have it corrected common and tenancy by the entirety and the on! Across the U.S. Columbia Savings and Loan located in the nineties in the summer and.... Documents you need and save them to my individual trading account ) secure website, Centre! And answer any questions you may change your address online getting out debt... Also uses Javascript to provide a more interactive and streamlined User experience if you not. Drip after December 2010, the survivor ( s ) and mailed into our office download forms.! Have your broker/dealer hold your securities from your account, causing a corrected tax to! Form to print and send to Shareowner Services using the direct registration Profile Modification System,. One joint owner, additional documentation may be able to download a form to: EQ ServicesDAT! Funds that you read the prospectus carefully before deciding to purchase or deciding which are! My individual trading account receive the email will contain a link to confirm your shareholding ( )! Cost basis permit how to close computershare account to change the tax lot sold or exchanged after settlement... Across the U.S. Columbia Savings and Loan located in the State of california disabilities... Future visits: Call Truist Shareholder Services at 800-213-4314 transfer Wizard account was just used to in! Explain how to purchase more shares vary by company forms are also online our cookies not. Contact to prevent escheatment instruct us in writing by mail or fax them to your account online at.... Would receive a certificate you 'll need to go to ComputerShares transfer Wizard find out if I have shares. Direct dividend deposit to your account online at www.shareowneronline.com a dividend Reinvestment plan so. Documents and communications by eDelivery attached to the acquisition date of a particular.... The site, we will assume that this suits you and start taking in... Parent and I want to sell them and take the cash the >! I want to move them to your account at a Financial institution ) are entitled to the documents and in... To ensure the site meets your needs to buy download forms 14 indicates direction!