This form is issued only to the addressees and is speci. The worlds leadi ng organizations work with us to maximize their relationships with investors, employees, creditors, members and. Computershare, the companys registrar and stock transfer agent, is the dividend disbursement agent. The undersigned does do hereby irrevocably constitute and appoint computershare as attorney to transfer the said stock, as the case may be, on the books of said company, with full power of substitution in the premises. General transfer package to transfer shares into a new account holder additional account holder names. If you already hold shares of trustco bank corp ny through computershare and you have already registered for investor center, you can logon now to buy more shares. The dividend investing resource center information. Create your user id and password now to access all your computershare holdings. At the end of the wizard you will be given a prefilled transfer form that you will mail to. The transfer wizards will tell you how your courses transfer to another campus. If the transfer is liable to stamp duty, the completed stock transfer form must be submitted to the stamp of. You may also want to reference our transfer guides andor articulation agreements to learn more about transferring into specific programs or majors. Ibm stock can be bought through a stock brokerage firm, bank, or generally through a financial institution that provides brokerage services.
Transfer agents are obligated to ensure that such stamps appear on the transfer documents and are entitled to refuse a transfer of shares if a signature is not guaranteed with a stamp. Direct stock purchase plan the computershare investment plan is a direct stock purchase plan for brighthouse financial, inc. This virtual agent is a preprogrammed question and response tool designed to help shareholders locate the information they need more easily. Request to transfer stock registered representativebroker dealer maintenance. The company and computershare inv estor services plc. General education and universal credit transfer wizard. Computershare tax operations po box 505005 louisville, ky 402335005 please return the completed form to. The plan allows you to set up a recurring investment or to make a onetime investment. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. If you do not have it, you can download the software from the adobe website. Manage your shareholding online and take advantage of the following features and more. Once you enroll in our dividend reinvestment program, you can directly purchase or sell shares of comcast common stock. Note this category does not include a transfer made in any of the following circumstances.
Failure to do so will cause the transfer to be rejected. For more information on the plan, sign up for online access to your shareholder account or log in now. Where the transfer is otherwise exempt from duty or there is no chargeable consideration, then certi. If youre not satisfied, return this product to quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. Further instructions are provided in the transfer wizard. Printable forms computershare investor center united states. You may call ast at 8004851883 or 7189218124 to obtain enrollment forms or log on to.
For holdings managed by computershare you may download your tax forms from the investor centre website at any time once the forms are issued. You will need the account number of the registered holder to login and use transfer wizard. If you have inherited shares or are managing shares for a deceased estate, deceased estate assistant guides you through the process of transfer, sale or. Transfer wizard is the quickest, easiest and most accurate method to create your transfer documents. Dividend champions are companies that have increased their dividend every year for at least the past 25 years. You can also use computershare s transfer wizard, a new webbased transfer request tool. What happens to the ownership of stocks after a person. For additional printable forms, please visit our printable forms page. If youre an indirect shareholder, please contact your broker with questions about your investment. We are your strategic partner for positive shareholder engagement, transfer agent excellence, control of essential ownership records, and employee plans. The wizard validates the information as you go through the process to ensure all key elements are entered. The signatures below on this transfer request form must correspond exactly with the names as shown upon.
The following forms should only be used in relation to stockshares held in companies registered with computershare uk. Investor centre is a free, secure online service run by computershare, giving you convenient access to information on your shareholdings. Investor faqs cracker barrel old country store, inc. You can view our glossary of terms, howtovideos, printable forms and transfer wizard. Computershare po box 505000 louisville, ky 402335000 united states of america. Log in or register to manage your account online or research market data. Investor center enables you to have fast, secure access to your holdings. If you do not have it, you can download the software from the adobe website, free. Direct stock purchase and dividend reinvestment program whether purchasing microsoft corporation stock for the first time or enrolling your existing holdings, the investment plan is a convenient, costeffective method to invest in shares of microsoft corporation common stock and to reinvest cash dividends.
Helping transfer shares from deceased estates computershare. The internal revenue service irs requires us to withhold taxes for the applicable rate of backup withholding for u. You bought the shares or the shares have been previously transferred into your name. The easy way to buy, sell and manage your investments. Transfer of stocks to a beneficiary if a person who holds stocks designates a beneficiary prior to their death, then that beneficiary becomes the owner of the stock once the holder passes.
If you started a drip after december 2010, the transferring company i. Whether purchasing stock for the first time or enrolling your existing holdings, the computershare investment plan provides you with a costeffective alternative to traditional retail brokerage methods of purchasing, holding and selling brighthouse financial common stock. Ast is a techenabled, integrated, professional services firm that empowers companies and their stakeholders to achieve their goals through advisory, technology and flawless execution. Transfer wizard is a website that allows you as the shareholder or authorized representative of the shareholder to prepare transfer forms online for all or some of the shares in an account. Quicken for mac imports data from quicken for windows 2010 or newer, quicken for mac 2015 or newer, quicken for mac 2007, quicken essentials for mac, banktivity. We have found that holders who use the transfer wizard are three times less likely to have their request rejected for missing information.
For transfers over that amount, the transfer wizard will walk you through a series of questions related to the transfer and create a prefilled transfer form that you can print and mail to computershare with your stock certificates, if applicable. With computershare, however, the investor only has the ability to purchase and sell stock from specific companies that are uniquely managed by computershare. Transfer agents were not required to record cost basis prior to january 2011. Log in now to view your portfolio and access statements online. The company generally pays regular quarterly cash dividends. The companys firstever dividend since going public in 1992 was declared on july 23, 2008. For important company information, please visit our company research page. Holder account number beginning with c help five digit zip code dont have a us zip code. Our help section provides you with a glossary of terms, howtovideos, printable forms and a link to our transfer wizard. Shareholder services downloadable forms computershare. Please indicate your status by selecting an option below account holder you bought the shares or the shares have been previously transferred into your name. To contact us, simply use our secure, online form here. Computershare is brighthouse financials transfer agent and registrar. Stock transfer form computershare welcome to transfer wizard.
Please select the applicable form and follow the instructions. Computershare shareholder services downloadable forms. Authorized 3rd party authorized to act on behalf of a shareholder e. Stock transfer form otter tail corporation stock power form for transferring shares, changing names, or adding a beneficiary. Most companies provide a link with stock transfer instructions on their websites or direct you to a stock transfer agent who handles stock. If you have questions about your shareholdings, please see our help section which will provide you with valuable information about servicing your account. For the dividend investor this is an essential source of information.
Frequently asked questions please select a category from the list box below to display faqs. The following forms should only be used in relation to stock shares held in companies registered with computershare uk. Use the forms below to expedite your transfer requests and meet your account management needs. If your transfer qualifies for immediate processing, you will. Direct shareholders can contact our transfer agent, eq shareowner services, to have questions answered or to make account updates. Truist financial corporation co computershare 462 south 4th street, suite 1600 louisville, ky. Deceased transfer package to transfer shares only if the original account. Overview address change glossary of terms registration types. This personalised form is not transferable between different i account holders. Contenders have increased their dividend for at least the past 10 years, and challengers the past five years. Effective july 20, 2018, our stock transfer agent changed from computershare to broadridge corporate issuer solutions, inc.
We will walk you through the process one step at a time. Our website can help you make informed decisions, not provide personalised advice. The ibm transfer agent, computershare trust company, n. Welcome information is being sent to current shareholders with contact information for broadridge as well as details on how to log into your online account. Computershare, should make available the cost basis for every single stock and dividend purchase. Dividend reinvestment and stock purchase plan please select below if you want to buy more shares in an existing account or make an initial purchase. If you have stock certificates and computershare is the agent. With the computershare transfer wizard, transferring your shares is easy. Since computershare is a stock transfer agent, their role is simply to keep the corporate shareholder records, acting as a bridge that connects the investor directly to the holding company. Howtovideos, printable forms and a link to our transfer wizard. A notary stamp is not acceptable when transferring the ownership of stock.
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