equiniti transfer agent

More than just your record keeper, we take a collaborative, solutions-focused approach to your business. To be read in conjunction with the attached Stock Transfer form. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Account number or Social Security/Tax ID number 2. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. We help publicly owned companies maneuver those and stay on top of changes in these regulations, implementing appropriate action on behalf of our clients. 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. Qualities such as responsiveness, reliability and depth of experience prove to be more valuable as your company grows. Transfer Agent Services. They should have a reputation for accuracy and reliability, and have disciplined processes in place that protect your company from risk. Important Information. Easily buy and sell shares, view your balance, reinvest dividends and update your account. Beneficial shareholders must specifically opt out, becoming an objecting beneficial owner (or OBO) to have their information withheld. They are individually listed by name as "shareholders of record" on the company register, which is managed by the company's transfer agent. P.O. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. EQ offers online access to your stock account at shareowneronline.com. Accordingly, your shareholder records and investment information were automatically transferred to EQ Shareowner Services. 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 To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below. 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. Accordingly, EQ will serve as the transfer agent and registrar for GE Common Stock. It is the transfer … Registered shareholders are individuals or entities who purchased or were issued stock directly from the company. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Established in 1929, with offices in New York City and operations in Minnesota, EQ is the most experienced transfer agent in the U.S. Equiniti Trust Company Shareowner Services P.O. From day one, we service your registered shareholders, acting as the contact point for transactions, communications, online account access and support. For full details together with terms and conditions please visit the Equiniti website. 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. Our approach is not a one-size-fits-all – it’s a targeted use of the right tactics and tools that … Now that you know what's at stake, you can make an informed decision. They are also the administrator of Cincinnati’s … A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. Or you may access your account and enroll online at www.shareowneronline.com. All shareholder records are maintained by our transfer agent and registrar, Equiniti Trust Company, 1110 Centre Pointe Curve, Suite 101, Mendota Heights, MN 55120. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. 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. Shareowner and employee accounts visit Shareowner Online or call 1-800-401-1957. 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. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. 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. When a private company decides to go public, they hire a transfer agent to issue shares during their Initial Public Offering (IPO). Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. For a deeper look into your shareholder base that includes beneficial shareholders, EQ Proxy can help. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. SSL is the leading security protocol for data transfer on the internet. Every EQ client, from the largest to the smallest, is assigned a dedicated Relationship Management team. 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. Your account number can be found on your quarterly statements that you receive from EQ. 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. What does a transfer agent have to offer that other equity plan administrators don't? The transfer agent ensures that dividends and distributions get to the right person in the right place. One of the core responsibilities of a transfer agent is to maintain and manage records for their clients. The transfer agent must make every effort to keep this information current. If you have questions concerning your registered Southern Company shareowner account, please contact: Wells Fargo Sells its Stock Transfer Business. Enter the number of Direct Registration shares being transferred or leave blank. 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. 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. You get expert guidance when you need it and support for every initiative that involves your shareholders. The transfer agent maintains contact information for these shareholders and handles the purchase or issuance, dividend payments, transfer or sale of their shares. Stock Transfer Agents in Eagan, MN. Company name/ issue of stock For these one-time special events, they can contract with their established transfer agent or hire one that specializes in these events. They are also the administrator of Cincinnati’s … To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. 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). Account number or Social Security/Tax ID number 2. 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. EQ What to Know Before You Conduct an IPO Monday, December 16, 2019 ... EQ by Equiniti Wednesday, July 18, 2018. Most importantly, your transfer agent should respond quickly to your needs and treat your shareholders the way you would treat them if you could. Easily buy and sell shares, view your balance, reinvest dividends and update your account. You can call Equiniti on 03456 037037 for further details, or to arrange a trade. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. We represent your brand to your shareholders, and we take that responsibility seriously. Transfer Agent Equiniti Trust Company is the Cincinnati Financial’s registrar, transfer agent and dividend disbursing agent. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. This organization is not BBB accredited. They can prepare customized reports on your behalf, or help you set up self-generated reports through our issuer online portal, EQ Insight. 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. Your dedicated Relationship Management team can help you define your needs and accomplish your objectives in the most efficient manner. A better understanding of your registered shareholder base leads to more informed strategic decisions and improves annual meeting preparedness. P.O. Every EQ client, from the largest to the smallest, is assigned a dedicated Relationship Management team. 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. If you have questions concerning your registered Southern Company shareowner account, please contact: 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. Transfer Agent Equiniti Trust Company is the Cincinnati Financial’s registrar, transfer agent and dividend disbursing agent. 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. 4. The Stock Transfer form must be completed in … View your portfolio and investment plans, or buy stocks directly from the company. Check the first box only if you are transferring all shares. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. 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. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. 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. This technology scrambles your account information as it moves between your PC's browser and Shareowner Services’ computer systems. transfer . 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. EQ provides creative solutions for shareowner management. 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. Or you may access your account and enroll online at www.shareowneronline.com. 4. Transfer Agent Information. 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. Shareowner Services (Transfer Agent) Annual Meetings Direct Stock Purchase and Reinvestment Plans Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 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. A transfer agent is well-versed in the complexities of SEC rulings and state regulations in regards to trading and tracking securities. We are also the experts when it comes to customizing proactive, targeted campaigns to engage your shareholder base. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. Transfer Agent. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. Transfer Agent: Equiniti Trust Company 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100. Download forms and get answers to frequently asked questions for your stock accounts. To activate your online account, you will need your 10 digit account number and your Authentication ID. transfer . If you're an indirect shareholder, please contact your broker with questions about your investment. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. See BBB rating, reviews, complaints, & more. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. Contact our transfer agent by phone: EQ Shareowner Services Toll-free: 888-883-8903 Outside the US: 651-554-3873 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. Lost shareholders and dormant accounts create unnecessary expense and risk for your company and your shareholders. 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. P.O. Box 64874 The transfer agent performs a critical role in making sure the IPO goes smoothly. If checked, leave boxes 5, 6, and 7 blank. Box 64854 St. Paul, MN 55164-0854 Phone: 1-800-468-9716 Investor Email Alerts. 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. Contact our transfer agent by phone: EQ Shareowner Services Toll-free: 888-883-8903 Outside the US: 651-554-3873 Toll Free: 888.326.5102 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. We monitor all state and federal regulatory changes that affect your shareholders, and deliver the necessary filings and reports to keep you in compliance. 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. View your portfolio and investment plans, or buy stocks directly from the company. 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. 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. For a deeper look at our asset reunification services and capabilities, visit EQ Unify. Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854. To activate your online account, you will need your 10 digit account number and your Authentication ID. Lines are open Monday – Friday, 8:00am to 4:30pm for dealing, and until 6:00pm for enquiries. EQ offers online access to your stock account at shareowneronline.com. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. Mailing Address: Equiniti Trust Company Box 64854. 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. You may contact our transfer agent, Equiniti Trust Company, to receive this information. 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. EQ Shareowner Services. Read More. 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. Every interaction is an opportunity to strengthen your relationship with your shareholders. A transfer agent is a financial services company that manages and keeps track of registered shareholders for companies that issue stock. The transfer agent must make every effort to keep this information current. When further engagement is desired, a full suite of proxy solicitation services is available through EQ Proxy. Company name/ issue of stock 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. Our Customer Care Center is staffed by knowledgeable representatives who earn consistently high marks for outstanding service. 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equiniti transfer agent