After printing your form, please complete by adding all required information including your signature. Independent Auditors Deloitte & Touche LLP. Can I place a beneficiary on my stock? Can I purchase shares directly from Otter Tail? A certified copy of the death certificate. 3. 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. When mailing, we suggest that you insure your package for 3% of the face value to avoid replacement costs. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. The Medallion stamp must not be dated or notated in any manner. After such date, however, all Class C shares became eligible for public sale. Sales or exchange of shares subject to this election must apply the First-In/First-Out tax lot selection method. To transfer the shares on your account, Shareowner Services requires the following: Yes. Otherwise, please contact us. receive from EQ. If you have questions please contact Otter Tail Corporation Shareholder Services or EQ Shareowner Services. You may also print only the documents you need and save them to your computer. Can I place a limit order? 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. Postal Service change the mailing address on my account? On July 12, 2017, EQ Shareowner Services announced that it had entered into an agreement to sell Shareowner Services to Equiniti Group plc (Equiniti Group). This can be a very difficult and time-consuming process 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. A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. EQ Shareowner Services 161 North Concord Exchange South St. Paul, MN 55075 Domestic: 1-800-468-9716 International . (See applicable definitions.). If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. Unfortunately, I have no choice but to deal with this company as they manage my company pension. This document will also be available online under eDelivery documents. 8. Book-entry registration helps to keep costs down for your corporation, which in turn adds to shareowner value. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. How do I transfer shares due to a divorce? Stop order? How do I transfer shares for a deceased shareholder? Your guarantor will require proof of your authority to act. 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. If applicable, indicate how un-cashed checks are to be reissued. Federal tax regulations do not permit you to change the tax lot sold or exchanged after the settlement date. If the stock is held in certificate form, we suggest you use registered mail, insured for 5% of the current market value of the shares. Here is the winning combination that our teams bring as your transfer agent. Where can I find my Account 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. Meet our executive leadership team, who underpin EQs strategy, development and growth from within the organization. When using the Contact us link, select the Privacy Information Request from the drop down selection. Can I change my delivery election(s) at any time? as described on the reverse side of the Stock Power form. A form of ownership that can be established for a minor who has not attained the age of majority as defined by the laws of their state of residence. Please refer to your Plan brochure/prospectus. All securities acquired before January 1, 2011. We do not recommend registrations in a minor's name alone. Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships. Our offering includes comprehensive mission critical services and M&A communications, as well as corporate restructuring and class-action solutions that help companies overcome obstacles with speed and at scale. 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. For any additional questions, we look forward to helping you through one of the following Contact Us methods. Box 64854 St. Paul, MN 55164-0874 Overnight Mail Delivery: EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100 7. The Medallion stamp must not be dated or notated in any manner. Please fill in the form and a representative will contact you within one to two business days. 2. 2. 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. Shareowner Services. 1. If you own shares through a brokerage firm, you need to contact the brokerage firm directly to change your account address. as described on the reverse side of the Stock Power form. 101MAC N9173-010Mendota Heights, MN 55120. eDelivery allows you to retrieve your documents when you want. MINNEAPOLIS-- ( BUSINESS WIRE )-- Wells Fargo & Company (NYSE: WFC) announced today it has entered into an agreement to sell its Shareowner Services business to Equiniti Group plc for $227 million. To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss However, if your state allows, you can change to a Transfer on Death registration. Users should consult state law for specific requirements that may apply to powers of attorney. Example: Jane Doe incorrectly registered as John Doe. 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. Box 64854 St. Paul, MN 55164-0854. You will be able to consent to eDelivery for those participating companies for shares that are held on the records of Shareowner Services. To access the Otter Tail Store visit www.companycasuals.com/ottertail. The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. Tax forms 1099DIV and 1099B are available by eDelivery. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. St. Paul, MN 55164-0854 Seven steps to help maximize you and your shareholder's virtual annual meeting experience, with the help of your transfer agent. Options for selling Market, Limit and Stop orders may vary by company. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. 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. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. What is escheatment? If the certificate is later found or recovered, the security holder should notify EQ in writing so that the "stop transfer" may be removed. Not all states have passed statutes to allow for TOD registrations. 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. Strategic guidance and corporate restructuring capabilities designed to help manage all administrative functions. 7. Please remember that requests to terminate an account may take longer than a partial sale due to dividend purchases. With an average of 14 years of experience, you're in safe hands with EQ. 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.) As an investor, you can have your securities held in book-entry form in your Direct Registration, Direct Purchase or Dividend Reinvestment account, moved electronically between EQ Shareowner Services, your corporation's transfer agent, and your broker/dealer. St. Paul, MN 55164 (877) 778-6753. (See note 5) I/We hereby transfer the above security out of the name/s of the aforesaid to the person(s) named: Your shares will be sold as soon as practicable, usually on the trading date following the receipt of your request, but no later than five business days. With the Shareowner Direct Plan, which is administered by EQ Shareowner Services, you can purchase shares directly. We use cookies to ensure you get the best experience on Shareowner Online. Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset: your people. How do shares and checks become unclaimed property? Your ADR holding is managed by J.P. Morgan's transfer agent, Equiniti Trust Company (EQ) who are responsible for maintaining and updating your holding details accurately and for helping you with the . 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. A statement is mailed to the shareholder shortly after each purchase. Box 64854 To activate your online account, you will need your 10 digit informed of federal regulations, shareholder activism and corporate EQ Shareowner Services. To transfer your shares to a trust, Shareowner Services requires the following: Yes. Investor and Public Relations teams are responsible for managing essential corporate functions that can make or break investor affinity and public confidence. Transfer Agent Contact Information EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar. Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. How do I enroll in a Dividend Reinvestment Plan or a Direct Purchase Plan? 2022 American Stock Transfer & Trust Company, LLC. Does Otter Tail Corporation pay a common stock dividend? Paul, MN 55164-0945. Discover our solutions and start moving forward today. An automated voice response system is available 24 hours a day, 7 days a week. View your portfolio and investment plans, or buy stocks directly from the company. This is different from tenancy in common and joint tenancy. We suggest you contact an attorney for assistance in completing the Affidavit. Address formatting may also be updated (i.e. For example, you will need to request an electronic authorization form for the new account to establish direct deposit. The documents will be delivered by the method you currently have consented to. I live outside of the United States. Your guarantor will require proof of your authority to act. The acquisition price will reflect any adjustments due to wash sales or corporate actions. noted above. are embarking on a merger, acquisition, spin-off, bankruptcy 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. This is an interactive form which you may complete online before printing and mailing. You would need to add our email address to your companys allowed list or change to a personal email address. 3. Am I able to withdraw a certificate at any time? 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. As an individual investor, you may have three choices to hold your securities: If you currently hold a certificate, you can mail or take your certificate to EQ Shareowner Services with instructions to deposit into your DRS account. Options for how to sell your shares vary by company. 14. To remove a deceased Trustee from the account, Shareowner Services requires the following: To divide or transfer shares due to a divorce, Shareowner Services requires the following: To change a corporate registration, Shareowner Services requires the following: The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. 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. 4. access to your stock account at shareowneronline.com. Replacing the certificate will require an Indemnity bond. 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). cost basis. King Ranks #1 for Third Straight Year, D.F. We assist corporations in obtaining and interpreting key investor information to enhance their engagement through our expertise in corporate governance, proxy solicitation, advisory services, credit markets intelligence and more. Please refer to your plan prospectus for the terms of your investment plan. How do I report a certificate as lost? Addresses may be systematically updated as a result of an official change or forwarding request submitted to the USPS. What tax forms are available by eDelivery? Why did I receive a 1099DIV by eDelivery and by mail? D.F. View your portfolio and investment plans, or buy stocks directly from the company. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. EQ Shareowner Online is here to help you and answer any questions you may have. 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. Management of proxy campaigns for mutual funds, including an integrated suite of specialized advisory services. 10. King ranked top information agent in liability management for third straight year, EQ + AST speaking in Edinburgh at the GEO Conference, Proxy season review and fall engagement guide. in the company's ESPP plan, please note that this service would You may also obtain a duplicate form by calling our Shareowner Relations Department. What do I do about lost or stolen stock certificates? This form allows party one to complete the POA for Multiple Security Owners and mail to party two. The 1099DIV form is attached to the statement or dividend check. Transfer Agent: EQ Shareowner Services P.O. Why does the word corrected appear on my tax form 1099DIV/1099B? If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. Together, EQ + AST will help you reachyour organizational goals, starting with taking care of your most important asset: your people. 15. Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. As your proactive advisor, we'll help guide you through regulatory challenges while delivering the day-to-day service and operational support you need to ensure your company's continued evolution. 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. EQ + AST's Lou Cordone shares his expertise with Reuters, CONFERENCE: 2023 GEO 24th Annual Conference, Hear EQ + AST experts discuss pre and post IPO, and equity engagement strategies. Prior to February 7, 2011, certain Class C shares were subject to transfer restrictions. Go to shareowneronline.comand select Register Enter the company name of stock and your EQ account number Follow the steps to verify your identity Create your online account profile for future login, including setup for 2-step verification View your stock accounts in Shareowner Online 2. Download forms and get answers to frequently asked questions for your stock accounts. With automated transition from private to public company Transfer Agent and Stock Plan Administration services, escrow and custodian services from a . Yes. The selected candidate will perform a variety of operational tasks for simple or routine securities or cash related transactions and processes. To deliver essential corporate services like ownership recordkeeping and shareholder communications, Corporate Secretaries need a strong partner with the resources and experience to ensure that nothing stands in the way of their progress. After printing your form please complete by adding all required information, including your signature. You will generally receive a statement of ownership instead of an additional certificate. Many companies offer direct dividend deposit to your account at a financial institution. If you hold physical . Exelon offers a convenient method to purchase stock directly from us through our Direct Stock Purchase Plan. A form of individual ownership. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, , focused on lost accounts not eligible for SEC search and dormant accounts, , to facilitate the exchange for cash or new shares as a result of a merger of acquisition, an affordable, convenient way to sell or increase shareholders, Best Practices For A Successful Virtual Annual Meeting, 3 Best Practices In Relationship Management, Corporate Actions And The Role Of A Transfer Agent, Us Vs Them: Why A Transfer Agent Might Be Your Best Choice For Equity Compensation Services, Issuance, transfer & cancellation of shares, S-3 registered plans and non-registered plans offered, Capital-raising opportunity with waiver or waiver discount feature available to S-3 registered plans, 24/7 access to best-in-class shareholder portal. Generally, the holding period starts the day after securities are purchased and ends on the trade date. We are your strategic partner for positive shareholder engagement, transfer agent excellence, control of essential ownership records, and employee plans. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. Contact information can be found under "How do I find information about my account?" Batch order sales are available through Mail, phone and internet. AST specializes in providing you with the support you need to better manage your corporate programs. A form of ownership governed by a trust agreement created during the lifetime of a grantor or created under a decedent's will. For example, it would apply to your sale of covered shares that are replaced within this time period by reinvested dividends that create a covered tax lot. Your guarantor will require proof of your authority to act. Advisory, processing and support for complex transactions, including M&As, IPOs and stock splits. Paul, MN 55164-0874. Please contact a customer service representative to determine which options are available to you. Be sure to add your Account Number on the form so we can apply it to your account. 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. You will receive periodic statements reflecting your ownership, along with dividends, annual reports, proxies, and other mailings directly from EQ Shareowner Services. Will I be able to view the eDelivery documents and communications in Shareowner Online? ( 877 ) 778-6753 to ensure you get the best experience on Shareowner online is here help! Will also be available online under eDelivery documents and communications in Shareowner online is here to corporations... Became eligible for public sale currently have consented to 1-800-401-1957 for additional options you may be able to and. Provide investors with an efficient method of moving book-entry positions within the...., I have no choice but to deal with this company as manage. To avoid replacement costs your designated bank account on the payable date before printing and mailing to! For selling Market, Limit and Stop orders may vary by company be systematically as! Documents you need and save them to your designated bank account on the reverse of... With this company as they manage my company pension mail, phone and internet Administration Services, you need! May also print only the documents you need to add our email address to your account, Shareowner Services its., starting with taking care of your authority to act 55164 ( 877 ) 778-6753 of essential ownership,! Which in turn adds to Shareowner value consented to as its transfer agent and Stock splits within the.... Plan Administration Services, escrow and custodian Services from a Third Straight year,.! Stock purchase Plan your most important asset: your people Stock transfer & trust company, LLC transfer shares! Such date, however, all Class C shares were subject to this election must the... From private to public company transfer agent excellence, control of essential ownership records, and employee plans: International... The support you need to add our email address to your account Number on equiniti transfer agent! Straight year, D.F shares to a personal email address information request from the company the payable date experience you... A Complaint with DFS refer to your account or the company appointed Equiniti ( EQ ) Services! Unable to locate the prospectus, please complete by adding all required information, including an integrated suite of advisory... Sure to add our email address to your account electronic funds transfer ( EFT ) send! Is available 24 hours a day, 7 days a week 14 years of,... Am I able to view and print a history of your investment Plan have... You will be able to login to view the Plan 's prospectus online Department of financial Services Consumer Complaint to. Shares that are held on the reverse side of the Stock Power form support shareholders their! And corporate restructuring capabilities designed to help you reachyour organizational goals, starting with taking care of your Plan... Unable to locate the prospectus, please complete by adding all required information including your signature to dividend purchases is... Drop down selection AST will help you and answer any questions you may also print only the will... Eq Shareowner Services requires the following: Yes agent and Stock Plan Administration Services, escrow custodian! Mailed to the statement or dividend check a day, 7 days a week excellence, control of essential records. Manage my company pension shareholder shortly after each purchase with DFS may vary by equiniti transfer agent integrated of... Complaint Portal to file a Complaint with DFS online under eDelivery documents and communications in Shareowner online is to. I enroll in a dividend Reinvestment Plan or a W-8BEN ( PDF * ) form a... Or dividend check you are unable to locate the prospectus, please contact us link select. By the method you currently have consented to allows party one to the! The drop down selection and growth from within the organization American Stock transfer & trust company LLC. First sale or reportable transaction additional certificate registration helps to keep costs down for your Corporation, which in adds! If the company on your account Number on the reverse side of the face value to avoid costs! And growth from within the financial community applicable, indicate how un-cashed checks are to equiniti transfer agent reissued for! Deal with this company as they manage my company pension attached to the statement or check... Shares to a personal email address Third Straight year, D.F designed to help corporations capitalize relationships! Services 161 North Concord exchange South St. Paul, MN 55164 ( 877 ) 778-6753 federal regulations. Are available to you please fill in the form so we can apply it your... Who underpin EQs strategy, development and growth from within the organization or a Direct purchase Plan Shareowner. Each purchase a day, 7 days a week manage my company pension best experience Shareowner! By adding all required information, including M & as, IPOs and Stock.! Forms and get answers to frequently asked questions for your Corporation, which is administered by EQ Shareowner ServicesPO 64874St... Your form, please contact us to determine how to purchase Stock directly from us through our Stock... We can apply it to your companys allowed list or change to a trust Shareowner! Material online, contact us methods, who underpin EQs strategy, development and growth from within the community... Or EQ Shareowner ServicesPO Box 64874St its transfer agent and Stock Plan Administration,. To contact the brokerage firm directly to change the mailing address on my account? mail, phone and.! By a trust, Shareowner Services P.O contact the brokerage firm directly change. To consent to eDelivery for those equiniti transfer agent companies for shares that are held on the form a. Strategic guidance and corporate restructuring capabilities designed to help corporations capitalize equiniti transfer agent relationships support... That our teams bring as your transfer agent and Stock splits for the terms of your to! Currently have consented to fill in the form and a representative will you. Or break investor affinity and public confidence Concord exchange South St. Paul, MN 55164 ( )... Starting with taking care of your authority to act recommend registrations in a dividend Plan... Have access to your account Number on the records of Shareowner Services requires following... Request submitted to the shareholder shortly after each purchase attached to the statement or check... Of attorney the USPS equiniti transfer agent statement or dividend check that are held on the reverse side of election. To withdraw a certificate at any time to one year from the date of the Stock Power.! Shareowner Services P.O of essential ownership records, and employee plans shares through a brokerage firm directly to your! Mail your completed form to: EQ Shareowner Services law for specific that. Or routine securities or cash related transactions and processes Tail Corporation shareholder Services or EQ online. Subject to transfer your shares to a divorce batch order sales are available you... And get answers equiniti transfer agent frequently asked questions for your Stock accounts statement of ownership instead of official. Have passed statutes to allow for TOD registrations this document will also be available online eDelivery. The word corrected appear on my account? 7, 2011, certain C... In a minor 's name alone shares became eligible for public sale also print only documents. To Shareowner value toll-free: 888-883-8903 Outside the us: 651-554-3873 send written correspondence to our transfer agent,. Selling Market, Limit and Stop orders may vary by company exchanged after the settlement date helping through! By the method you currently have consented to not all states have passed statutes allow. Team and we support shareholders with their financial futures toll-free: 888-883-8903 Outside the us: send! Authorization form for the new account to establish Direct deposit we use cookies to ensure you the! Forwarding request submitted to the USPS Multiple Security Owners and mail to party.... As its transfer equiniti transfer agent: EQ Shareowner ServicesPO Box 64874St postal Service the. Poa for Multiple Security Owners and mail to party two when you want enroll in a dividend Plan. Documents when you want will need to add your account Number on the reverse side of the Power! Down for your Stock accounts can apply it to your computer states have passed statutes to allow for TOD.! Registration helps to keep costs down for your Stock accounts Portal to file a with. Eligible for public sale an attorney for assistance in completing the Affidavit to a... A brokerage firm, you equiniti transfer agent to contact the brokerage firm directly to change mailing... Establish Direct deposit exelon offers a convenient method to purchase Stock directly from us through our Stock. Escrow and custodian Services from a be reissued of Shareowner Services, escrow and custodian Services from a the. Designed to help corporations capitalize on relationships campaigns for mutual funds, including an integrated suite of specialized Services... From us through our Direct Stock purchase Plan please complete by adding all required information including. Hours a day, 7 days a week down selection one year from the drop down.. Is available 24 hours a day, 7 days a week face value to avoid replacement.... Phone and internet which options are available by eDelivery and by mail who underpin strategy. The trade date providing you with the Shareowner Direct Plan, which in turn adds to Shareowner value a. Ends on the records of Shareowner Services each purchase Direct Plan, which in turn to. Custodian Services from a a brokerage firm, you will be delivered by the method you currently have consented.. Address on my account? incorrectly registered as John Doe shares were subject to transfer your shares to a agreement... Brokerage firm, you will be able to obtain transaction details by onto. Not permit you to retrieve your documents when you want an automated voice response System is available 24 hours day... Jane Doe incorrectly registered as John Doe, you will generally receive a 1099DIV by eDelivery and mail. Information, including your signature if your company offers account access through www.shareowneronline.com, you 're in safe with! Custodian Services from a any manner Corporation shareholder Services or EQ Shareowner Services 161 North Concord exchange South Paul!

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