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equiniti transfer agent

They are also the administrator of Cincinnati’s … Equiniti also offer telephone and online share dealing at live prices. If you have questions concerning your registered Southern Company shareowner account, please contact: If you're an indirect shareholder, please contact your broker with questions about your investment. If checked, leave boxes 5, 6, and 7 blank. Equiniti also offer telephone and online share dealing at live prices. All shareholder records are maintained by our transfer agent and registrar, Equiniti Trust Company, 1110 Centre Pointe Curve, Suite 101, Mendota Heights, MN 55120. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. 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. Important Information. Equiniti Limited Aspect House Spencer Road Lancing West Sussex BN99 6DA v32 10/15 Guidance Notes for the completion of a Stock Transfer form by shareholders. Saint Paul, MN 55164-0854. Here's a look at some of the key differences between plan providers. Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 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. Stock Transfer Agents in Eagan, MN. Now that you know what's at stake, you can make an informed decision. Contact our transfer agent by phone: EQ Shareowner Services Toll-free: 888-883-8903 Outside the US: 651-554-3873 If you're an indirect shareholder, please contact your broker with questions about your investment. If checked, leave boxes 5, 6, and 7 blank. Transfer Agent Equiniti Trust Company is the Cincinnati Financial’s registrar, transfer agent and dividend disbursing agent. See BBB rating, reviews, complaints, & more. Transfer Agent Equiniti Trust Company is the Cincinnati Financial’s registrar, transfer agent and dividend disbursing agent. You can call Equiniti on 03456 037037 for further details, or to arrange a trade. Your account number can be found on your quarterly statements that you receive from EQ. Qualities such as responsiveness, reliability and depth of experience prove to be more valuable as your company grows. For a deeper look into your shareholder base that includes beneficial shareholders, EQ Proxy can help. Such efforts help reduce the incidence of lost shareholders, minimize expenses, improve the effectiveness of your outreach, and help you gain traction on your goals. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. You may contact our transfer agent, Equiniti Trust Company, to receive this information. Most importantly, your transfer agent should respond quickly to your needs and treat your shareholders the way you would treat them if you could. Our approach is not a one-size-fits-all – it’s a targeted use of the right tactics and tools that … Enter the number of Direct Registration shares being transferred or leave blank. If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. Read More. Transfer Agent Services. Or you may access your account and enroll online at www.shareowneronline.com. Accordingly, EQ will serve as the transfer agent and registrar for GE Common Stock. EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120-4100 1-800-670-4763 1-651-450-4084 To send an e-mail, go to www.shareowneronline.com and click on Contact Shareowner Services. 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. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. Shareowner and employee accounts visit Shareowner Online or call 1-800-401-1957. This technology scrambles your account information as it moves between your PC's browser and Shareowner Services’ computer systems. In an industry that has already experienced many “jolts” in recent years, Wells Fargo Shareowner Services, the only remaining bank-hosted stock transfer agent of consequence in the U.S., announced on July 12, 2017 that it is selling its business to Equiniti Group plc, headquartered in London, for approximately $227 million. The transfer agent ensures that dividends and distributions get to the right person in the right place. Lines are open Monday – Friday, 8:00am to 4:30pm for dealing, and until 6:00pm for enquiries. The transfer agent ensures that dividends and distributions get to the right person in the right place. They are individually listed by name as "shareholders of record" on the company register, which is managed by the company's transfer agent. Box 64854 St. Paul, MN 55164-0854 Phone: 1-800-468-9716 Investor Email Alerts. Every EQ client, from the largest to the smallest, is assigned a dedicated Relationship Management team. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. We help publicly owned companies maneuver those and stay on top of changes in these regulations, implementing appropriate action on behalf of our clients. To learn more about the services that Equiniti offers, visit equiniti.com. We are also the experts when it comes to customizing proactive, targeted campaigns to engage your shareholder base. View your portfolio and investment plans, or buy stocks directly from the company. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Accordingly, your shareholder records and investment information were automatically transferred to EQ Shareowner Services. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Enter the number of Direct Registration shares being transferred or leave blank. The majority of investors are beneficial shareholders. Or you may access your account and enroll online at www.shareowneronline.com. Account number or Social Security/Tax ID number 2. 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. Download forms and get answers to frequently asked questions for your stock accounts. The transfer agent maintains contact information for these shareholders and handles the purchase or issuance, dividend payments, transfer or sale of their shares. Equiniti Trust Company Shareowner Services P.O. When a private company decides to go public, they hire a transfer agent to issue shares during their Initial Public Offering (IPO). The Stock Transfer form must be completed in … From the quick resolution of all calls to our Customer Care Center, to 24/7 account access through Shareowner Online, we aim for complete satisfaction. 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. Company name/ issue of stock P.O. It is the transfer agent's responsibility to update the record with a new address or new  contact information if a shareholder makes changes. Account number or Social Security/Tax ID number 2. Transfer Agent Information. Registered shareholders are individuals or entities who purchased or were issued stock directly from the company. After the IPO, your transfer agent will be responsible for managing your shareholder base, taking care of the recordkeeping and other critical tasks in this complex regulatory environment. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. Our Customer Care Center is staffed by knowledgeable representatives who earn consistently high marks for outstanding service. Box 64874 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. For full details together with terms and conditions please visit the Equiniti website. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. From day one, we service your registered shareholders, acting as the contact point for transactions, communications, online account access and support. Toll Free: 888.326.5102 Beneficial shareholders must specifically opt out, becoming an objecting beneficial owner (or OBO) to have their information withheld. To be read in conjunction with the attached Stock Transfer form. For full details together with terms and conditions please visit the Equiniti website. 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, we’re focused on delivering industry-leading service to corporations and their shareholders. transfer . 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. What does a transfer agent have to offer that other equity plan administrators don't? Wells Fargo Sells its Stock Transfer Business. They can prepare customized reports on your behalf, or help you set up self-generated reports through our issuer online portal, EQ Insight. After the IPO, your transfer agent will be responsible for managing your shareholder base, taking care of the recordkeeping and other critical tasks in this complex regulatory environment. After the IPO, their real job starts. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Welcome to EQ. Shareowner Services (Transfer Agent) Annual Meetings Direct Stock Purchase and Reinvestment Plans EQ provides creative solutions for shareowner management. SSL is the leading security protocol for data transfer on the internet. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. One of the core responsibilities of a transfer agent is to maintain and manage records for their clients. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. 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. 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. Here's a quick look into the world of a transfer agent. EQ Unify created a dedicated team of specialists who work to protect the issuer community and their shareholders from the potential impacts of escheatment, fraud, and costs associated with maintaining dormant accounts. Your account number can be found on your quarterly statements that you receive from EQ. For a deeper look at our asset reunification services and capabilities, visit EQ Unify. Plenty! One of the core responsibilities of a transfer agent is to maintain and manage records for their clients. In completion of the sale of Shareowner Services on February 1, 2018, its business and operations, the transfer agent appointment has been transferred to Equiniti Trust Company (EQ). Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854. We represent your brand to your shareholders, and we take that responsibility seriously. Wells Fargo no longer offers Shareowner Services. You get expert guidance when you need it and support for every initiative that involves your shareholders. 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. We offer a range of transfer agent services that enable our clients to manage share registers, communicate with shareowners and undertake significant corporate actions – simply and effectively. The transfer agent performs a critical role in making sure the IPO goes smoothly. Easily buy and sell shares, view your balance, reinvest dividends and update your account. Accordingly, your shareholder records and investment information were automatically transferred to EQ 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. Our corporate portal for issuers to view information and perform transactions, Direct stock purchase and reinvestment plans, Direct Stock Purchase and Reinvestment Plans, Receivables Finance Technology And Expertise, Direct Stock Purchase and Reinvestment Plans (DSPP/DRIP), Issuance, transfer & cancellation of shares, Midwest-based call-in Customer Care Center, Direct deposit campaigns – with and without a DSPP, Incentive programs to encourage shareholder behavior, Reduce maintenance fees associated with dormant accounts, Improve shareholder satisfaction and increase engagement. 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 Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854. 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. Every EQ client, from the largest to the smallest, is assigned a dedicated Relationship Management team. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. Transfer Agent. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. 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. It is the transfer … Check the first box only if you are transferring all shares. View your portfolio and investment plans, or buy stocks directly from the company. From day one, we service your registered shareholders, acting as the contact point for transactions, communications, online account access and support. To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below. 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. If you have questions concerning your registered Southern Company shareowner account, please contact: This organization is not BBB accredited. 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. 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. transfer . To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. 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. In this complex regulatory environment, it's important to choose a transfer agent that can grow with your company and provide expert guidance as you need it. The transfer agent must make every effort to keep this information current. 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. 4. Download forms and get answers to frequently asked questions for your stock accounts. Transfer Agent: Equiniti Trust Company 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100. Transforming shareowner services. Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 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. Your dedicated Relationship Management team can help you define your needs and accomplish your objectives in the most efficient manner. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. They are also the administrator of Cincinnati’s … A better understanding of your registered shareholder base leads to more informed strategic decisions and improves annual meeting preparedness. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. Easily buy and sell shares, view your balance, reinvest dividends and update your account. Established in 1929, with offices in New York City and operations in Minnesota, EQ is the most experienced transfer agent in the U.S. Contact our transfer agent by phone: EQ Shareowner Services Toll-free: 888-883-8903 Outside the US: 651-554-3873 P.O. Important Information. A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. EQ Shareowner Services. When further engagement is desired, a full suite of proxy solicitation services is available through EQ Proxy. EQ offers online access to your stock account at shareowneronline.com. Every interaction is an opportunity to strengthen your relationship with your shareholders. Box 64854. EQ offers online access to your stock account at shareowneronline.com. Ultimately, your transfer agent becomes the face of your company to your shareholders. P.O. Lines are open Monday – Friday, 8:00am to 4:30pm for dealing, and until 6:00pm for enquiries. Company name/ issue of stock We make sure we're aligning ourselves with experts in the industry, plan consistently for new regulations and advocate for our clients when the regulations are unclear. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. EQ What to Know Before You Conduct an IPO Monday, December 16, 2019 ... EQ by Equiniti Wednesday, July 18, 2018. To activate your online account, you will need your 10 digit account number and your Authentication ID. You can call Equiniti on 03456 037037 for further details, or to arrange a trade. 4. Mailing Address: Equiniti Trust Company Transfer Agent Information. The transfer agent must make every effort to keep this information current. In response, EQ Unify, an affiliate of Equiniti, was formed. 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. They should have a reputation for accuracy and reliability, and have disciplined processes in place that protect your company from risk. 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. A transfer agent is well-versed in the complexities of SEC rulings and state regulations in regards to trading and tracking securities. 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. Stock transfer agent and registrar. We monitor all state and federal regulatory changes that affect your shareholders, and deliver the necessary filings and reports to keep you in compliance. We have sold our Shareowner Services business to Equiniti Group plc. For these one-time special events, they can contract with their established transfer agent or hire one that specializes in these events. Check the first box only if you are transferring all shares. Box 64874 If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. 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. A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. More than just your record keeper, we take a collaborative, solutions-focused approach to your business. To activate your online account, you will need your 10 digit account number and your Authentication ID. Our corporate portal for issuers to view information and perform transactions, Direct Stock Purchase and Reinvestment Plans, Receivables Finance Technology And Expertise, Our Proven Conversion Process Gives You a Fresh Start, Client and shareholder satisfaction ratings. A transfer agent is a financial services company that manages and keeps track of registered shareholders for companies that issue stock. Lost shareholders and dormant accounts create unnecessary expense and risk for your company and your shareholders. To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below. Hmrc website or by contacting equiniti transfer agent directly: Equiniti Shareowner Services PO Box St.! Your broker with questions about your investment Services company that manages and keeps track of registered shareholders are individuals entities... Shareowner records, including, purchases, sales and account balances client, from the company is Financial... Critical role in making sure the IPO goes smoothly that specializes in events... And get answers to frequently asked questions for your company and your Authentication ID Paul MN 55164-0874 1 strategic! 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Shareholder records and investment information were automatically transferred to EQ Shareowner Services PO Box St.. Company EQ Shareowner Services online account, you will need your 10 digit account number can be found on behalf. With your shareholders beneficial shareholders, EQ Shareowner Services they should have a reputation for accuracy and reliability, have.

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