If they are lost, the investor will have to pay to replace them. 5. 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. Your company doesn't go through a merger or spin-off every day. 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.) Media Inquiries: 218-739-8535. Please contact a customer service representative to determine which options are available to you. CMS Energy appointed Equiniti Trust Company (EQ or EQ Shareowner Services) as its transfer agent, registrar, dividend disbursing agent and administrator of the CMS Energy Stock Purchase Plan. The signatures of both parties on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. How can I prevent my shares and checks from becoming abandoned? 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. If you would like additional information about the plan, please contact the company or EQ Shareowner Services. Here's a look at some of the key differences between plan providers. 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. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. 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. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. Why Companies Are Considering SPACs Instead Of A Traditional IPO, EQ U.S. Named Winner Of The Milwaukee Top Workplaces 2020 Award. Comprehensive guide provides data, charts and commentary on key topics including: Top Shareholder Proposals, Say-on-Pay & Equity Plans, and Trends in Shareholder Engagement and Investor Behavior. A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. as described on the reverse side of the Stock Power form. See how we can help you get started. 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). Annual Stockholders Meeting Date of experience: March 16, 2023. Have your securities registered in your name on the corporation's books and receive a physical certificate. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. We work with you on pricing, we extend your own team and we support shareholders with their financial futures. Otter Tail Corporation has partnered with NetWorth Services that was sent to you with your statements to calculate your When using the Contact us link, select the Privacy Information Request from the drop down selection. If you are a beneficial owner who is an individual who has provided us with a U.S. mailing address in Box 5, or has a U.S. mailing address associated with your account in our system, you must provide a written explanation in support of your foreign status and explain why you have provided us with a U.S. address.After printing your form, please complete by adding all required information including your account number and signature. 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. Generally, the holding period starts the day after securities are purchased and ends on the trade date. 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. 11. Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. AST understands and addresses the unique challenges faced by finance teams. 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 administration of your holding. Box 64854 St. Paul, MN 55164-0854 Phone: 866-605-8638 Please have your EQ account number available when you call. Our specialized expertise helps companies large and small reach success. Paul, MN 55164-0854. P.O. Whether its a private company issuing its first IPO, or an established corporation handling an M&A event, restructuring, or class action litigation, successful corporate actions require dedicated operational support. In what form can my securities be held? To access the Otter Tail Store visit www.companycasuals.com/ottertail. If your company allows these type of sale methods, they can be requested through shareowneronline.com or by phone. governance Once the account is removed you no longer have access to the documents and communications by eDelivery. . We are dedicated to supporting your organizations progress, and to helping you avoid obstacles along the way. You must instruct us in writing if you wish to elect to use the averaging method. All rights reserved. Therefore, you will receive a hard copy of the 1099DIV. When your share balance is zero, and there are no outstanding checks, the account is generally removed the following year. If you are unable to update, you may use the links below to access the most common functionality for ASTs login portals. Find out more https://equiniti.com/ Lorem ipsum dolor sit amet, con setetur sa di pscing elitr sed diam non umy eirmod tempo in vidunt ut la bore et dolore magna ali quyam erat, sed diam vol sed diam uptua at vero eos et accusam et justo non umy eirmod temp invidunduo et. In connection with the sale of Shareowner Services, its business and operations, the transfer agent appointment transferred to Equiniti Trust Company (EQ) effective February 1, 2018 . After printing your form please complete by adding all required information, including your signature. Our tech-forward solutions serve both issuers and employees, and are customized to your needswhether youre looking for a comprehensive, full-service solution to manage your plans, or a simpler SAAS tool that puts you in the drivers seat. Through stock transfer contact company, EQ + AST help businesses progress by building participant relationships or developing customized stockpile transferring solutions. Once enrolled in either plan, shareowners generally have the option to increase their ownership of stock through the purchase of shares with dividends and/or cash contributions. This is an interactive form which you may complete online before printing and mailing. Why did I receive a 1099DIV by eDelivery and by mail? Physical certificates carry risk. 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. New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. 3. 555 Mission Street. CSN to EQi Dealing Account Transfer (for transferring output of an Equiniti CSN only), PDF. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. their cost basis in order to report their capital gains to the Does the Corporation offer a dividend reinvestment plan? Shareholders can make optional cash investments with a minimum investment of $10 and a maximum of $150,000 on an annual basis. 7. there is a transaction fee to use this service which is posted King ranked top information agent in liability management for third straight year. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). Equiniti Engaged Employer Overview 661 Reviews 249 Jobs 620 Salaries 76 Interviews 167 Benefits 20 Photos 290 Diversity + Add a Review Equiniti Reviews Updated Mar 20, 2023 Find Reviews Clear All Full-time, Part-time English Filter Found 612 of over 661 Sort Popular Popular COVID-19 Related Highest Rating Lowest Rating Most Recent Oldest First 3.4 Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Shareowner Services P.O. 10. EQ continues to grow its shareholder and employee capabilities following its integration with the U.K.s leading transfer agent, Equiniti Group plc. A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. Our team of experts can also help support rare and unexpected events, such as a hostile takeover or crisis situations. Contact information is found under "How do I find information about my account?" The Inheritance Tax Waiver Stamp may be obtained from the guarantor institution providing the Medallion signature guarantee. To enroll in the plan online, please go to www.shareowneronline.com. Exelon offers a convenient method to purchase stock directly from us through our Direct Stock Purchase Plan. cost basis. A form of ownership recognized by certain states as an appropriate form of registration for a husband and wife in such a manner that, except in concert with the other, neither husband nor wife has a disposable interest in the property during the lifetime of the other. If your company offers account access through www.shareowneronline.com, you may sign up for direct deposit online. AST is equipped to support the goals of HR teams for both public and private organizations, and across even the most recently adopted equity products. 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. Your session has been inactive and is about to time out. How do I transfer shares for a deceased shareholder? 16. Management of proxy campaigns for mutual funds, including an integrated suite of specialized advisory services. 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. Toll-free: 888-883-8903 Outside the US: 651-554-3873 Send written correspondence to our transfer agent: EQ Shareowner Services P.O. 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.) Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset: your people. 14. We suggest you contact an attorney for assistance in completing the Affidavit. Please refer to your Plan brochure/prospectus. A proxy card is furnished so that shareowners can cast their votes on such matters. on the NetBasis website. As soon as the certificate is determined to be missing, please contact EQ Shareowner Services. If applicable, indicate how un-cashed checks are to be reissued. In some cases, it can take up to 10 days for mail to be delivered. To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. What do I do if I want to sell my book-entry securities? There will be a separate tax lot for each group of shares that has the same acquisition date and acquisition price. 2. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. Download forms and get answers to frequently asked questions for your stock accounts. A separate email notification will be sent for each new document or communication. If you have questions about your Deluxe stock, please contact our transfer agent: EQ by Equiniti Shareholder Services P.O. 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. 11. Transfer Agent: EQ Shareowner Services P.O. Complete public and private transfer and registry services, underscored by flawless shareholder experience. Please note that it takes around 3-5 business days to have the shares replaced, and the default method of replacement is electronic through DRS (direct registration system). account number and your Authentication ID. We are required to withhold taxes on dividends for anyone that does not have a certified Employer Identification Number (EIN) or Social Security Number (SSN) on our records. 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. 5. What can I do if I have forgotten all of my login information? Please refer to your Plan brochure/prospectus which can be found online at shareowneronline.com. corrections to abbreviation, street/city/zip code) to improve deliverability. When a new document or communication is available you will be notified via email. Download forms and get answers to frequently asked questions for your stock accounts. 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. , underscored by flawless shareholder experience any additional steps you may complete online before and! 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