When further engagement is desired, a full suite of proxy solicitation services is available through EQ Proxy. The transfer agent performs a critical role in making sure the IPO goes smoothly. If you're an indirect shareholder, please contact your broker with questions about your investment. Contact our transfer agent by phone: EQ Shareowner Services Toll-free: 888-883-8903 Outside the US: 651-554-3873 To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below. Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 Shareholder Services Agent: A financial institution or similar entity responsible for looking after the needs of the shareholders of publicly-traded corporations or mutual funds. They manage the day-to-day needs of your company and your shareholders, giving you a single point of contact and a high level of responsiveness. Box 64874 P.O. Accordingly, your shareholder records and investment information were automatically transferred to EQ Shareowner Services. The Stock Transfer form must be completed in … Now that you know what's at stake, you can make an informed decision. A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. Transfer Agent Information. Here's a quick look into the world of a transfer agent. Effective June 28, 2017, EQ Shareowner Services (formerly Wells Fargo Shareowner Services) became BNY Mellon’s Transfer Agent, Registrar, Dividend Disbursing Agent and Administrator of the Dividend Reinvestment Plan. As a transfer agent, EQ handles the recordkeeping, reporting and communications for hundreds of U.S. corporations and their millions of shareholders around the world. View your portfolio and investment plans, or buy stocks directly from the company. Transfer Agent Equiniti Trust Company is the Cincinnati Financial’s registrar, transfer agent and dividend disbursing agent. P.O. Preoccupied with all the other decisions leading up to the IPO, many companies choose a transfer agent hastily, not realizing that this partner will be managing their shareholders for years to come – ideally for the life of their company. To learn more about the services that Equiniti offers, visit equiniti.com. Enter the number of Direct Registration shares being transferred or leave blank. We help businesses navigate the complex world of shareholder services, offering the right mix of expert guidance and powerful tools to manage shareholder records, communicate effectively and efficiently with shareholders, maintain compliance and improve shareholder engagement. SSL is the leading security protocol for data transfer on the internet. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. They are individually listed by name as "shareholders of record" on the company register, which is managed by the company's transfer agent. EQ offers online access to your stock account at shareowneronline.com. 4. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Important Information. A transfer agent is a financial services company that manages and keeps track of registered shareholders for companies that issue stock. Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 EQ provides creative solutions for shareowner management. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Download forms and get answers to frequently asked questions for your stock accounts. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. They are also the administrator of Cincinnati’s … You get expert guidance when you need it and support for every initiative that involves your shareholders. A reputation for outstanding service and high satisfaction ratings in independent surveys, such as the Group Five annual benchmark survey, should be taken into account. Ultimately, your transfer agent becomes the face of your company to your shareholders. A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. The majority of investors are beneficial shareholders. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. Shareholders of record and other interested investors can purchase Marsh & McLennan Companies common stock directly through the Company's transfer agent and the Administrator for the Plan, Equiniti. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. Transfer Agent Services. If you have a specific question, EQ Shareowner Services representatives are available weekdays from 7:00 a.m. until 7:00 p.m. (Central time) at (800) 468-9716. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. Corporations also use the services of a transfer agent to handle major corporate actions such as mergers, acquisitions and spin-offs, and to act as Inspectors of Election at annual meetings. If checked, leave boxes 5, 6, and 7 blank. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. 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. Transforming shareowner services. Easily buy and sell shares, view your balance, reinvest dividends and update your account. EQ Shareowner Services. Toll Free: 888.326.5102 See BBB rating, reviews, complaints, & more. Company name/ issue of stock For full details together with terms and conditions please visit the Equiniti website. Every interaction is an opportunity to strengthen your relationship with your shareholders. Download forms and get answers to frequently asked questions for your stock accounts. Saint Paul, MN 55164-0854. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. transfer . This technology scrambles your account information as it moves between your PC's browser and Shareowner Services’ computer systems. To be read in conjunction with the attached Stock Transfer form. Stock Power And Transfer Instructions Letter Of Instruction Sale Request Certificate Deposit IRS W 9 IRS W 8BEN Personal Identification Number (PIN) Broker Authorization Certificate Of Fiduciary Authority POA For Multiple Security Owners Affidavit Of Domicile Account number or Social Security/Tax ID number 2. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. EQ What to Know Before You Conduct an IPO Monday, December 16, 2019 ... EQ by Equiniti Wednesday, July 18, 2018. It is the transfer agent's responsibility to update the record with a new address or new contact information if a shareholder makes changes. The transfer agent ensures that dividends and distributions get to the right person in the right place. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. Every EQ client, from the largest to the smallest, is assigned a dedicated Relationship Management team. Your dedicated Relationship Management team can help you define your needs and accomplish your objectives in the most efficient manner. They should have a reputation for accuracy and reliability, and have disciplined processes in place that protect your company from risk. It is the transfer … Box 64874 For address changes, dividend checks, direct deposits of dividends, account consolidations, registration changes, lost stock certificates and general stock holding questions, please contact: Equiniti Trust Company. Lines are open Monday – Friday, 8:00am to 4:30pm for dealing, and until 6:00pm for enquiries. Transfer Agent Information. The transfer agent must make every effort to keep this information current. To activate your online account, you will need your 10 digit account number and your Authentication ID. One of the core responsibilities of a transfer agent is to maintain and manage records for their clients. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. Most importantly, your transfer agent should respond quickly to your needs and treat your shareholders the way you would treat them if you could. Wells Fargo no longer offers Shareowner Services. Company name/ issue of stock By default, they are non-objecting beneficial owners (or NOBO) meaning their name, share position and address are shared with the companies they've invested in. Transfer agents are also responsible for making dividend payments to registered shareholders, and reporting that income to the IRS in a timely manner every tax season. If you have questions concerning your registered Southern Company shareowner account, please contact: A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. In addition to Transfer Agent services, EQ offers: First and foremost, EQ values accuracy and data security when it comes to maintaining your shareholder registry. You can call Equiniti on 03456 037037 for further details, or to arrange a trade. Beneficial shareholders own the economic value and benefits of their shares, but these shares aren't registered under the holders' names, but rather a "street name," and held by a middleman, like a broker/dealer. The transfer agent ensures that dividends and distributions get to the right person in the right place. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. Shareowner Services (Transfer Agent) Annual Meetings Direct Stock Purchase and Reinvestment Plans Box 64854 St. Paul, MN 55164-0854 Phone: 1-800-468-9716 Investor Email Alerts. 4. We help publicly owned companies maneuver those and stay on top of changes in these regulations, implementing appropriate action on behalf of our clients. Or you may access your account and enroll online at www.shareowneronline.com. Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854. What does a transfer agent have to offer that other equity plan administrators don't? This is the official listing of all registered shares and shareholders, and it includes the shareholder's name and contact information, along with records of dividends paid and other important shareholder information. 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