Computershare (as well as your broker) require the original certificates and/or other ownership documents in order to process a transfer of securities. You will generally receive a statement of ownership instead of an additional certificate. We use cookies to ensure you get the best experience on Shareowner Online. Helping transfer shares from deceased estates - Computershare Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. Can I have my mailings set up to follow me each season? Transferring shares is a simple process that can be completed online in minutes. Securities received into your account from a broker or other transfer agent showing the securities were non-covered, the transfer statement failed to include cost basis information for covered securities, or no transfer statement was provided. corrections to abbreviation, street/city/zip code) to improve deliverability. %PDF-1.5 With a transfer on death registration, the named beneficiaries have no access to or control over a person's assets as long as the person is alive. endobj What does Covered and Non-Covered represent? Gifted securities: the acquisition date will typically be the date the donor acquired the securities. 8. The beneficiary has no rights to the security until the security owner(s) dies. If your securities are in a Direct Registration, Dividend Reinvestment or Direct Purchase account, you may take one of the following three actions to sell your securities: Please note: EQ Shareowner Services will sell your securities under the terms and conditions of your plan. 6. Im enrolled in the Dividend Reinvestment plan, so why were my shares escheated? Computershare Q&A brochure /Length 18 Click Start Free Trial and create a profile if necessary. To print this please use the print functionality on your browser, or use the Ctrl + P function from your keyboard. Transfer on Death (TOD) Process for Brokerage Firms After receiving notification of an account holder's death, the brokerage firm requests a death certificate, current court letter of. 2. Typically, no buying, selling, transferring of the account to another firm, or other activities may occur until the account is open and legal ownership has been established. Be sure to add your Account Number on the form so we can apply it to your account. Additionally, as Computershare must validate the signature that we receive, the bank must have the Guarantor's signature on record. The Medallion stamp must not be dated or notated in any manner. Trust beneficiary requesting distribution of funds: Beneficiary Information: Name: _____ Address: _____ Social Security Number: _____ Relationship to Account Holder: _____ My preference for distribution of proceeds (check one): _ Mail to me at the above address . Computershare has partnered with Account and Beneficiary Information. 1. If you transferred your account during the year, you would receive a second 1099DIV for dividends paid under the new registration.
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