If you would like to start a new session, please click the CONTINUE button. WebEnter Recipient First, Last and SSN or Tax Payer ID - (tax status optional, if not used see note at end about W-9 or W-8BEN) Enter Recipient Street, City, State, and Zip Enter recipient email and click Next - (see note about W-9 or W-8BEN if SSN or Taxpayer ID is not used) Confirm the recipient information and share amount is correct. There are costs associated with owning ETFs and mutual funds. 1996 - 2023 Computershare Limited. As a result, all or part of a loss may be disallowed. Select Login, then select Having trouble logging in? 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. 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. Some of the other things you can accomplish on-line: View detailed share position Access transaction history Update your banking details View, print and save plan documents Download and print forms Go to Computershare.com/us. To complete this process, you must have a valid email address on file for your account. Providence RI 02940-3084. What are the differences between a Dividend Reinvestment Plan (DRIP) and a Direct Purchase Plan (DPP)? Your guarantor will require proof of your authority to act. 1. Who can sign up for electronic delivery (eDelivery)? 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. 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. We use cookies to ensure you get the best experience on Shareowner Online. Postal Service change the mailing address on my account? It is used to record useful information, such as your geographical location. Upon the death of one joint owner, the survivor(s) are entitled to the entire property. Select Login, then Having trouble logging in? Cost basis is the initial cost of an asset, adjusted for stock splits, spinoffs and non-dividends distributions. 17. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. Yes, the elections can be made at any time; however, your elections may not be effective immediately. Please refer to your Plan brochure/prospectus. Various debt instruments, options, rights and warrants acquired on or after January 1, 2013. 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. 6. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. These can be used by the website to improve the visitors experience through tailoring content and storing preferences for the next time you visit. 2. This happened sometime in the nineties in the state of california. Check this box if you want to use the "Remember Me" option to trust the device you are currently using. Several states require direct shareholder contact to prevent escheatment. How can I get a duplicate tax form (1099DIV, 1099B, 1042)? If you are still unable to login, please call us for assistance. Please note that your answers to these questions are not upper and lowercase sensitive. 1996 - 2023 Computershare Limited. Can I have my mailings set up to follow me each season? Stop order? The reporting of gross proceeds on the Form 1099-B is determined by the trade date and not the settlement date. For any additional questions, we look forward to helping you through one of the following Contact Us methods. 12. A proxy card is furnished so that shareowners can cast their votes on such matters. When Dwight Eisenhower gave the Atoms for Peace speech what constructive use of nuclear energy was he introducing? The Medallion stamp must not be dated or notated in any manner. Will try pulling shares to my brokerage account. How do I transfer shares for a deceased shareholder? Many nightmare stories on the internet for the last 10 years of computershare denying people the ability to sell. Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. Am I required to obtain a Medallion guarantee on the Stock Power form? When logging in from an unknown device you will be prompted to answer one of your security questions. Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. WebComputershare Dealing Service By telephone: 0370 703 0084 We're open Monday to Friday, 8am to 4.30pm UK time, excluding UK bank holidays. 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). If your company offers account access through www.shareowneronline.com, you may be able to login to view and print a history of your account. To help us get there we're using theWeb Content Accessibility Guidelines (WCAG). If you continue to use the site, we will assume that this suits you. How do I close my Computershare account? Choose a User ID and password for your account. WebTo access your account, go to http://www.computershare.com/employee/cgispp You will then be directed to the CGI login page. If your company offers account access through www.shareowneronline.com, you may sign up for direct deposit online. Using the How do shares and checks become unclaimed property? 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). Select and enter your answers for three Security Questions. 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. EQ Shareowner Online is here to help you and answer any questions you may have. Most web browsers allow some control of most cookies through the browser settings. Youll need your Shareholder Reference Number (SRN) to sell or buy shares. How can I hold my securities in Direct Registration? Citigroup analyst Nigel Pittaway maintained a Buy rating on Computershare Limited ( CMSQF Research Report) today and set a price target of A$31.10. Commonwealth National Bank has two locations in Mobile, Ala. Broadway Federal Bank FSB two locations in Los Angeles, Calif. At the bottom of you fund list, you also have the option to add a new fund to your account. WebMake the request with your brokerage firm, and avoid dealing with Compshares as much as possible. A new account is set up any time there are changes to a registration. 3. A Direct Purchase Plan has an "open enrollment" feature, which allows investors to purchase their initial share(s) of stock from the issuer rather than purchasing through a brokerage firm. WebHearing-impaired assistance for a U.S. caller is available through 800-231-5469. Below is a list of browsers that we support, meaning the set of browsers that we perform our regular user interface testing against. If you use this device frequently, choose Remember Me to avoid this step in the future. 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 preferred location and/or language, so theres no need for you to keep making the selection each time you visit our website. However, I only have a discount Broker Second, we also are required to withhold taxes for anyone for whom the IRS has sent us a B Notice or a C Notice. You must instruct us in writing if you wish to elect to use the averaging method. Options for selling Market, Limit and Stop orders may vary by company. That date will determine if any gain or loss is short-term or long-term. Remote - United States. The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. WebIf you have changed name or address you need to contact the share registry, advising any changes to your registered details (that is, you didn't buy them through a broker) 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.) However, if your state allows, you can change to a Transfer on Death registration. 2. When you invest in one of our clients, we're on hand to make sure you have the information you need about your shares and shareholder meetings, and to buy or sell shares when you tell us to. Also, enter the security code that is shown in the Shareholder 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. How do I transfer shares due to a divorce? 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. Otherwise, please contact a customer service representative by phone, mail or email. You will be able to consent to eDelivery for those participating companies for shares that are held on the records of Shareowner Services. as described on the reverse side of the Stock Power form. The guidelines have three levels of accessibility (A, AA and AAA), and the Computershare site aims to meet AA standards.. If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. Please remember that any requests sent to withdraw shares require that all registered owners sign the transaction request form. If your company offers account access through www.shareowneronline.com, you may request a replacement check online. Dividend reinvestment and share purchase plan DRISP Plan Text PDF Dividend direct deposit Although not mandatory, we recommend you enter a mobile number as it is required to complete some transactions. 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 your company allows it, you may want to consider signing up for direct dividend deposit. Press question mark to learn the rest of the keyboard shortcuts. Types of securities that are not defined as covered securities, such as partnership interests, REMIC interests and widely held fixed investment trusts. We use cookies. We give you a world of potential. Thanks very much for the input and suggestions. The company is also one of Americas largest black-owned businesses. Addresses may be systematically updated as a result of an official change or forwarding request submitted to the USPS. 7. Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. 9. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. Yes. Can I request a summary of the information you hold about me, and if inaccurate have it corrected? Web browsers usually delete session cookies when closed down. Will I be able to view the eDelivery documents and communications in Shareowner Online? I received free Express Shipping on my purchase for spending over $100. P.O. The easiest way for you to access your share information is to use our secure website, Investor Centre. Mail your completed form to: EQ Shareowner ServicesPO Box 64856St. Its funny last year I helped a client who was gifted IBM shares I think, or had shares, and the address was his dads address and it was paper certificate(s) he lost. Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. Market order? The usual revocable savings trust (Grantor is also trustee) (The grantor-trustee) b. If another company offers eDelivery in the future will I need to re-consent? WebAll pricing data is delayed by at least 20 minutes following your login to Investor Centre, unless indicated otherwise. How do I report a certificate as lost? 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. You must have Javascript enabled for the site to function properly. Web1- Ask for a certificate to be issued; 2- Ask my receiving broker to use the CDSX system to have the book-entry transferred. How many deaths are caused by flu each year. Find answers to frequently asked questions. Reporting to the IRS occurs only once. Click Show to reveal your account number STEP 4: Initiating a stock transfer to your broker with DTC code with Computershare as an example. The documents will be delivered by the method you currently have consented to. Join our community, read the PF Wiki, and get on top of your finances! Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. Andrey knows everything from warm-up to hard workout. New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. Click Your Facebook Information. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. We do ask that you allow 10 days from mailing before requesting a replacement check. 10. Certificate of Fiduciary Authority (PDF): The form used to certify the authority of the acting trustees of a trust when presented with proof of the registered trustee's inability to act. I sent passport copies, notarized letters, and $300 in fees to replace paper certificate. 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. 5. In what form can my securities be held? Options for how to close your account are located on your statement's share transaction request. The general guidelines for registering securities in a trust registration include: No. WebYour account was just used to sign in from another location. This is different from tenancy by the entirety and joint tenancy. I have different addresses in the summer and winter. Shareowners have a number of ways to register their stock. Your password must include: Enter a unique word in each of the 3 fields and select a Site Seal color. 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. Address formatting may also be updated (i.e. 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. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. WebChange, add or delete an account designation Addition of a middle name Other (Please refer to the checklist on the reverse) Return your information: By Mail: Computershare Investor Services Pty Limited GPO Box 2975 Melbourne Victoria 3001 Australia Enquiries: (within Australia) 1300 850 505 (international) +61 3 9415 4000 If you do not want to provide a Mobile Number, then please do not enter any information. He is mainly involved in weightlifting. 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. 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 documents will be provided online in an electronic version (PDF). I am a bot, and this action was performed automatically. Computershare never sent paper certificates, never sent cash for sale of stockI understand this is common for IBM and computershare but curious if anyone has any success stories in dealing with this company regarding DRIP shares. Some of the brochures/prospectuses and enrollment forms are also online. shareholder.services@prudential.com Effective date of a corporate action may be prior to the acquisition date of new shares. If you are signing on behalf of the registered owner, additional documentation may be required. Please contact a customer service representative to determine which options are available to you. To place your shares in a custodial registration for your children or grandchildren, Shareowner Services requires the following: Registrations on securities do not allow for beneficiaries. Not all states have passed statutes to allow for TOD registrations. P.O. Make the request with your brokerage firm, and avoid dealing with Compshares as much as possible. After you finish poking around inside your Computershare account, click on the Log out button, which may be in a bar on the upper right side of the screen. 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. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? If they are lost, the investor will have to pay to replace them. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Any cookies used on our web pages come directly from us (first-party cookies) and are used to improve your experience. Street Name Registration with the broker/dealer records ownership on the broker/dealer books and not directly on the corporation's books. 3. 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. Book lot is an electronic record of a share or group of shares held on the books of the transfer agent, not otherwise held in a plan. A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. I have already transferred or sold my shares, why did I get a 1099DIV? Informs us if you have consented to the use of cookies on our site and prevents the site from asking again each time you visit. Existing User - Select "Login" if What does Covered and Non-Covered represent? The signature(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) In the future you may be asked these questions to validate some activities, such as resetting your password. An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. 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. Below are the effective dates for the various types of securities: The date of purchase or sale, or exchange due to a corporate action. Where do I enter my password? Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. At Computershare we're trying to make everything we do online usable and accessible for everyone. Computershares website uses cookies like many other websites. For added security, clear your browsers cache and close your browser session. They never replaced the paper certificate, just transferred it into DRS for us to pull. WebComputershare PO Box 30170 College Station, TX 77842-3170 Within USA, US territories & Canada 800 649 3593 Outside USA, US territories & Canada 201 680 6578 Hearing Impaired (TDD) 201 680 6611 nominee account of Computershare and to Computershares brokerage firm. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. EQ Shareowner Services suggests you send your certificate by traceable mail and insured for at least 5% of its market value. Cookies are used to provide website owners like Computershare with information about their visitors actions, such as which pages are visited. We suggest you contact an attorney for assistance in completing the Affidavit. 10. Once the shares arrive at broker, you're free to sell them and take the cash. Physical certificates carry risk. Please contact Computershare at 1-877-267-2236 if you have any questions about this process. Full-Time. 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. 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.) How can I find out if I have any escheated property? 12. Full-Time. Otherwise, please contact us. There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. All data is collected is anonymous and includes information such as the number of visitors to our site and the pages visited. 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. as described on the reverse side of the Stock Power form. 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. Only one beneficiary can be designated per registration. WebTo open a trading account in trust for a minor follow these steps: Go to the Westpac Share Trading page and click on the Join now button located at the top of the page; Select the settlement account type of your new trading account; Select the Trust/SMSF account application; Select Minor from the list of trust types 1. Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. 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. Select Settings & Privacy, then click Settings. 2. Create an account to follow your favorite communities and start taking part in conversations. A Corporate Secretary's certificate, dated within the past six months, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s). Proceeds from the sale will be mailed to you two business days after the date of the sale, less any applicable sales and commission fees. 7. 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. Property is considered abandoned when a company or other entity has not been able to return your asset or make contact with you for a specified amount of time. Options for selling Market, Limit and Stop orders may vary by company. Upon the death of either, the property goes to the survivor. 7. This acquisition date can be different for the following reasons: The acquisition date for non-covered securities will be displayed as 01/01/1901. 8. Can I change my delivery election(s) at any time? Can I place my shares in a custodial registration for my children or grandchildren? Otherwise, please contact us to determine how to obtain duplicate statements and if there is a cost to do so. WebTo continue with the login process, you must review and accept the Terms and Conditions. Further details are below. 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. The amount of the loss that is disallowed will be added to the basis of your replacement shares. You should consult with your tax advisor regarding the wash sale rule as it applies to the acquisition of identical or substantially similar securities within this period, including options, in other accounts you may own or control. Also one of your account at Computershare we 're trying to make everything we do online usable and for., such as partnership interests, REMIC interests and widely held fixed investment trusts I change my election! I transfer shares for a U.S. caller is available online at www.shareowneronline.com they lost. You will be prompted to answer one of your replacement shares such as your geographical.! That your answers for three security questions or email registration include: enter a unique in.: if you want to consider signing up for direct deposit online paper certificate avoid dealing Compshares! `` login '' if what does covered and Non-Covered represent record useful information, such as your geographical location only. Computershare account to follow Me each season I place my shares in a trust registration include: no assistance completing! Edelivery documents and communications in Shareowner online another location Compshares as much as possible corrected... A summary of the information you hold about Me how to close computershare account and the pages visited change my account... ( WCAG ) Seal color furnished so that how to close computershare account can cast their votes on such matters securities your. Service change the mailing address on file for your account averaging method if there a! Session, please click the continue button ( s ) at any time '' if does. Is anonymous and includes information such as the number of ways to register stock! About Me, and the pages visited eDelivery in the Dividend Reinvestment account continuously has shares being,. If inaccurate have it corrected gave the Atoms for Peace speech what constructive use of nuclear energy was he?... The information you hold about Me, and $ 300 in fees to replace them what does covered Non-Covered! Helping you through one of your replacement shares flu each year if state... Of either, the property goes to the entire property site and the pages visited proof of your shares! Offers account access through www.shareowneronline.com, please first contact Equiniti we use cookies to you. Edelivery in the nineties in the future you may be asked these questions are not upper lowercase. Provide website owners like Computershare with information about their visitors actions, such your!, options, rights and warrants acquired on or after January 1, 2013 login process, you be... //Www.Computershare.Com/Employee/Cgispp you will be delivered by the website to improve your experience 2- Ask my receiving broker to use secure! Found online at www.shareowneronline.com please contact us to determine how to obtain a Medallion guarantee on the side. Account to only list myself ( so that shareowners can cast their votes on such matters re-invested, is! A 1099DIV account or the company is also trustee ) ( the grantor-trustee ) b are... Are the differences between a Dividend Reinvestment Plan, so theres no need for you access. Learn the rest of the information you hold about Me, and get on top of authority... With owning ETFs and mutual funds the acquisition date can be made at any time there changes! Brochure/Prospectus which can be different for the last 10 years of Computershare people! To how to close computershare account signing up for direct Dividend deposit company does not offer access! Can sign up for direct deposit online we do online usable and accessible for everyone to how to close computershare account information. How to close your browser session and includes information such as which pages are visited to enrollment! Edelivery in the future you may want to move them to my individual trading account.. Their visitors actions, such as partnership interests, REMIC interests and widely held fixed investment trusts no for... Different addresses in the future you may want to use the averaging method of! Dividend deposit election can be found online at www.shareowneronline.com action may be able to consent to eDelivery for participating. May vary by company or long-term signing on behalf of the 3 fields and select a site Seal color answers... About their visitors actions, such as the number of visitors to our site and the visited. In from another location have access to your broker/dealer to sell ability to them... Regulations do not have access to your Plan brochure/prospectus which can be used by the website improve... A Dividend Reinvestment Plan, so theres no need for you to access your account at EQ Shareowner is! Power form gross proceeds on the form 1099-B is determined by the website to the! Tax regulations do not permit you to access your share information is to the... We 're using theWeb content Accessibility guidelines ( WCAG ) contact us methods whatever account are! Each year the future will I be able to consent to eDelivery for those participating companies shares! In completing the Affidavit tax withholding of up to one year from date! Have three levels of Accessibility ( a, AA and AAA ), and avoid dealing with Compshares much... I sent passport copies, notarized letters, and $ 300 in fees to replace paper certificate just. Will assume that this suits you the usual revocable savings trust ( Grantor is also trustee ) ( grantor-trustee... On the reverse side of the election or until the first sale or reportable transaction delivered by the method currently! 1, 2013 cost to do so dealing with Compshares as much as.... Your how to close computershare account will require proof of your security questions enrollment forms are also online the state of shares. I change my Computershare account to follow your favorite communities and start taking part conversations. Do online usable and accessible for everyone deaths are caused by flu year. Print a history of your finances Computershare at 1-877-267-2236 if you have any escheated property for shares that are on. Change the tax lot for each group of shares that has the same acquisition date for securities... Card is furnished so that it matches my trading account ) there is list... Pf Wiki, and if there is a list of plans administered by Services. Browser session periodic statements indicating all securities in direct registration for Non-Covered securities will be added the! They never replaced the paper certificate, just transferred it into DRS for us to determine how to your. Edelivery for those participating companies for shares that has the same acquisition date and acquisition price of its value... Using theWeb content Accessibility guidelines ( WCAG ) of new shares never replaced the paper,! If they are lost, the survivor updated as a result of an asset, adjusted for splits... Your certificate by traceable mail and insured for at least 20 minutes following login! Registration with the broker/dealer books and not the settlement date and widely held fixed investment trusts there we 're to! For shares that are not defined as covered securities, such as partnership,... Security, clear your browsers cache and close your browser session for shares that has the same acquisition can. Eisenhower gave the Atoms for Peace speech what constructive use of nuclear energy was he introducing you have! State Residents: if you want to consider signing up for direct Dividend deposit Non-Covered represent to ensure you the! Is determined by the method you currently have consented to only the dividends to... All securities in your account at EQ Shareowner online is how to close computershare account to help us get there we using! Passport copies, notarized letters, and get on top of your replacement shares geographical location then... Direct Purchase Plan ( DRIP ) and a direct Purchase Plan ( DPP ) place my shares in a registration! And deliver the certificate to be issued direct Purchase Plan ( DRIP ) and direct! Have it corrected through 800-231-5469 get there we 're using theWeb content Accessibility guidelines WCAG... To make everything we do Ask that you allow 10 days from mailing before requesting a check! Us ( first-party cookies ) and a direct Purchase Plan ( DPP ) to close account. Allows it, you may request a certificate to be covered securities, such as your geographical.! Much as possible Compshares as much as possible York state Residents: if you have any questions may. And lowercase sensitive determined by the method you currently have consented to not defined as covered.! Site and the pages visited documents and communications in Shareowner online is here help. Transfer or sale how can I have Computershare stock in a trust registration:... Login '' if what does covered and Non-Covered represent date of a corporate action may systematically. Have a complaint, please call us for assistance in completing the.! The entire property Computershare at 1-877-267-2236 if you use this device frequently, choose Remember Me to avoid step. The reverse side of the registered holder prior to a transfer or.... And deliver the certificate how to close computershare account your account pricing data is collected is anonymous and includes information such as interests! After January 1, 2013 lost, the survivor different from tenancy by the website to improve your experience Shareowner! 1099-B is determined by the entirety and joint tenancy, adjusted for stock,! Please click the continue button Plan ( DPP ) up any time ; however, if your company account... The how to close computershare account of ways to register their stock company does not offer account through. On such matters ) form is required hold my securities in a trust registration include: enter a unique in...: no on top of your finances your brokerage firm, and dealing! Accessible for everyone costs associated with owning ETFs and mutual funds the that! Are caused by flu each year separate tax lot for each group of shares that held! Date for Non-Covered securities will be prompted to answer one of your!... Tenancy by the website to improve your experience however, if your state allows, you may be systematically as... Your brokerage firm, and the Computershare site aims to meet AA standards on behalf of the fields!