equiniti transfer agent

St. Paul, MN 55164-0854 If you would like to send us a W-9 or W-8BEN so you can certify your EIN or SSN, please print the online form and send it to us. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. As published in Prospect News, D.F. A Corporate Secretary's certificate, dated within the past six months, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s). The amount of time is determined by each state. Party two will complete a Stock Power form and forward the Stock Power and POA for Multiple Security Owners, along with any other documents required for transferring ownership of securities. 12. . A Court Order designating the transfer of the shares. The Medallion stamp must not be dated or notated in any manner. 6. 7. The information on this web page is intended for shareholders holding Class C shares of Visa Inc. (the "Company") who are interested in selling their Class C shares. For more information, please visit our SEC Filing Form 8-K dated January 5, 2023 at Visa Inc. - SEC Filings. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. On July 12, 2017, EQ Shareowner Services announced that it had entered into an agreement to sell Shareowner Services to Equiniti Group plc (Equiniti Group). How do I report a certificate as lost? as described on the reverse side of the Stock Power form. We extend their own teams, providing the support to thrive. Comprehensive guide provides data, charts and commentary on key topics including: Top Shareholder Proposals, Say-on-Pay & Equity Plans, and Trends in Shareholder Engagement and Investor Behavior. We partner with professionals in the private, public, and governmental sectors through a wide range of services designed to help them overcome legal obstacles and unplanned events. 8. EQ is a leading international provider of shareholder, pension, remediation, and credit technology. system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. Independent Auditors Deloitte & Touche LLP. EQ offers online The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. Find answers to frequently asked questions. If your company allows it, you may want to consider signing up for direct dividend deposit. . To remove a deceased Trustee from the account, Shareowner Services requires the following: To divide or transfer shares due to a divorce, Shareowner Services requires the following: To change a corporate registration, Shareowner Services requires the following: The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. Why Companies Are Considering SPACs Instead Of A Traditional IPO, EQ U.S. Named Winner Of The Milwaukee Top Workplaces 2020 Award. Your guarantor will require proof of your authority to act. Box 64854 St. Paul, MN 55164-0854. How do shares and checks become unclaimed property? If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, make your initial investment, sign up for reinvestment or change reinvestment options online. Discover our solutions and start moving forward today. Read more on the topic of why companies need a transfer agent. A form of individual ownership. INTERVIEW: How will investors respond to the SVB fallout and regional banks tightening lending policies? Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. If you would like to re-consent for eDelivery, you may do so at any time. Have your broker/dealer hold your securities in book-entry form under "street name" registration. If I've recently changed my name, how do I change my registration? To receive your Authentication ID go to shareowneronline.com and click Sign Up Now! 2022 American Stock Transfer & Trust Company, LLC. This acquisition date can be different for the following reasons: The acquisition date for non-covered securities will be displayed as 01/01/1901. 101MAC N9173-010Mendota Heights, MN 55120. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset, Vanguard Partners With EQ To Offer Stock Plan Administration To 401(k) Participants, EQ And Global Shares Announce A Strategic Partnership To Serve Corporate Equity Compensation Needs, Going Public? What do I do if I want to sell my book-entry securities? How can I find out if I have any escheated property? Stop order? The following are the requirements we recommend you present to your guarantor based on the Securities Transfer Association (STA) Guidelines (www.stai.org). For example, it would apply to your sale of covered shares that are replaced within this time period by reinvested dividends that create a covered tax lot. This document will also be available online under eDelivery documents. Written Correspondence. Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. that was sent to you with your statements to calculate your King ranked top information agent in liability management for third straight year, EQ + AST speaking in Edinburgh at the GEO Conference, Proxy season review and fall engagement guide. Postal Service change the mailing address on my account? If you are able to obtain a Medallion guarantee, it must be provided by an eligible guarantor institution (commercial bank, trust company, securities broker/dealer, credit union or savings association) participating in a Medallion program approved by the Securities Transfer Association Inc. and must cover the value of the transaction. 6. Where can I view a list of companies that participate in eDelivery? Address formatting may also be updated (i.e. Why did I receive a 1099DIV by eDelivery and by mail? When using the Contact us link, select the Privacy Information Request from the drop down selection. To prevent your accounts from becoming unclaimed or abandoned, keep accounts active by making a deposit or withdrawal of shares, cash all checks for dividends (dividend ACH payments are not considered contact), update your address, or contact the issuing company or the transfer agent at least once every three years about your shares. For the best experience, and access to all portions of our site, please ensure your browser is up to date. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. For Otter Tail Corporation employees who are enrolled The Why do I receive an annual report and a proxy card? If you do not have access to your account or the company's plan material online, contact us to request enrollment material. By using our website you agree to our Cookie Policy. www.shareowneronline.com, Phone: 701-451-3576 We assist corporations in obtaining and interpreting key investor information to enhance their engagement through our expertise in corporate governance, proxy solicitation, advisory services, credit markets intelligence and more. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. To enroll in the plan online, please go to www.shareowneronline.com. Some of the brochures/prospectuses and enrollment forms are also online. Can I place a limit order? Toll-Free 800-205-7699 Outside the United States 651-450-4064 Shareowner Relations Specialists are available Monday through Friday, from 7:00 a.m. to 7:00 p.m. Central Time. If I have Power of Attorney for this account, how do I transfer the shares? Your guarantor will require proof of your authority to act. 3. Analytical, logistical and communications programs to support complex business transactions. You may also send notification of loss in writing to our address. Together, EQ + AST will help you reachyour organizational goals, starting with taking care of your most important asset: your people. If you acquire replacement shares within a period of 30 days before or after you sell shares at a loss, the sale is considered a wash sale pursuant to IRC section 1091. $300 billion payments processed across the globe. Here is how your transfer agent can help you get the details right for a successful event. You can print a copy of this by using your web browser tools, or using Ctrl + P on your keyboard. Shareowners have a number of ways to register their stock. The selected candidate will perform a variety of operational tasks for simple or routine securities or cash related transactions and processes. An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. Transfer Agent. Please note that (1-888-802-2747) or use the live Web Chat Service located on We want you to thrive. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. 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. 15. as described on the reverse side of the Stock Power form. Download our Escheatment 101 White Paper. Where can I find my Authentication ID Number? Does Otter Tail Corporation pay a common stock dividend? I have different addresses in the summer and winter. Sales or exchange of shares subject to this election must apply the First-In/First-Out tax lot selection method. Why was my notification email returned when I used my business email address? Support for companies and shareholders with complex escheatment requirements and abandoned property compliance needs. Your guarantor will require proof of your authority to act. King & Co., Inc., an Equiniti company, was once again ranked the number one information agent for U.S. markets and all issuers globally in 2022. To how or how due your, call Equiniti on 03456 037 037* in the UK or +44 1214 15 0183 from outsides the UK. Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, , focused on lost accounts not eligible for SEC search and dormant accounts, , to facilitate the exchange for cash or new shares as a result of a merger of acquisition, an affordable, convenient way to sell or increase shareholders, Best Practices For A Successful Virtual Annual Meeting, 3 Best Practices In Relationship Management, Corporate Actions And The Role Of A Transfer Agent, Us Vs Them: Why A Transfer Agent Might Be Your Best Choice For Equity Compensation Services, Issuance, transfer & cancellation of shares, S-3 registered plans and non-registered plans offered, Capital-raising opportunity with waiver or waiver discount feature available to S-3 registered plans, 24/7 access to best-in-class shareholder portal. It is important that you read the prospectus carefully before deciding to purchase or deciding which options are right for you. EQ is the trusted transfer agent - helping businesses thrive Connect With Us Trust In Us Rest assured: You are in safe hands with EQ. account number and your Authentication ID. Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854 Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 IR Toolkit In this situation each tenant owns an undivided interest, which, upon the death of one tenant, passes as such to his heirs or devisees and not to the surviving tenant(s). POA for Multiple Security Owners (PDF): This specific Power of Attorney is designed to facilitate the transfer, redemption, sale, or liquidation of a security that is held by multiple registered owners when all owners cannot be present to provide their signature(s) and secure a Medallion Signature Guarantee. AST specializes in providing you with the support you need to better manage your corporate programs. Box 64854 St. Paul, MN 55164-0854 USA Delivery address: Our approach streamlines operations and reduces administrative burdens. A form of ownership that occurs when two or more individuals hold shares. 4. Offering expert guidance, end-to-end investment plan management and on-time payments that help your company attract stable, long-term investors. Otter Tail Corporation has partnered with NetWorth Services EQ + AST's Lou Cordone shares his expertise with Reuters, CONFERENCE: 2023 GEO 24th Annual Conference, Hear EQ + AST experts discuss pre and post IPO, and equity engagement strategies. If your company offers account access through www.shareowneronline.com, you may change your address online. Can I change my delivery election(s) at any time? Strategic guidance and corporate restructuring capabilities designed to help manage all administrative functions. 11. Your account number can be found on your quarterly statements that you 9. To use the NetBasis system, you will need: Within seconds, you will have your cost basis, gain/loss We extend their own team, providing the support they need to thrive. Gifted securities: the acquisition date will typically be the date the donor acquired the securities. The certificate should have the corporate seal or state that no corporate seal exists; or have the Secretary's (or other signing officer's) signature notarized. Whether theyre awarding shares directly, providing options, or delivering the ability to purchase stock through a plan, Human Resources teams help their companies retain the best talent and foster employees long-term commitment to their organizations success. Stock Transfer Agent. If the certificate is later found or recovered, the security holder should notify EQ in writing so that the "stop transfer" may be removed. The length of time that shareholder communications will stay online will depend upon the situation but most will be online for approximately 30 days if the account is active and open. . Options for selling Market, Limit and Stop orders may vary by company. Prior to February 7, 2011, certain Class C shares were subject to transfer restrictions. Equiniti Aspect House Spencer Road Lancing West Sussex BN99 6DA United Kingdom. We are required to report a wash sale to the IRS only if your purchase or exchange during this period is for identical securities in the same account. Equiniti Trust Company Phone: 1-800-786-2543 (toll free) or 1-651-450-4064 Website: Shareowneronline.com Regular Mail Delivery: EQ Shareowner Services P.O. as described on the reverse side of the Stock Power form. The signature of the authorized officer on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) not be applicable. If the shares are held in certificate form, you must submit the stock certificate(s) to complete the transfer. Market order? 651-450-4064. You will be required to update your email address during the consent process. Customized, end-to-end solutions that support crisis response for public, private and governmental organizations. How can I transfer the shares on my account? MAC N9173-010. This secure process is the most reliable way to make sure that items mailed to you are delivered without delay to your current address. 7. The 2023 Top Employers have been announced and EQ + AST has been recognized as a Top Employer in the U.S., alongside its global parent company, Equiniti, in the UK and India. Can I place a beneficiary on my stock? Please see a tax professional for assistance in determining your tax-basis on non-covered securities. Tax forms 1099DIV and 1099B are available by eDelivery. As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. (See note 5) I/We hereby transfer the above security out of the name/s of the aforesaid to the person(s) named: Class B Conversion Rate Into Class A Common Stock*. As you prepare for 2022, gain access to data and top takeaways from last season by downloading The Debriefing, D.F. If you are unable to update, you may use the links below to access the most common functionality for ASTs login portals. access to your stock account at shareowneronline.com. Download forms and get answers to frequently asked questions for your stock accounts. Upon the death of either, the property goes to the survivor. AST understands and addresses the unique challenges faced by finance teams. The cost of the bond carries a $75 processing fee and can run up to 3% of the current market value of the shares being replaced. 5. With the Shareowner Direct Plan, which is administered by EQ Shareowner Services, you can purchase shares directly. Various debt instruments, options, rights and warrants acquired on or after January 1, 2013. What does Covered and Non-Covered represent? Equiniti Trust Company makes dividend reinvestment purchases on about the 15th of every month, so a cash contribution is invested with the next round of purchases. If I transfer my shares to a different name registration, will my new account be set up with the same features as my old account: e.g., direct deposit of dividends into my bank account, reinvestment, seasonal address, etc.? 11. Our proactive approach means there are no surprises, and you stay Certificate of Fiduciary Authority (PDF): The form used to certify the authority of the acting trustees of a trust when presented with proof of the registered trustee's inability to act. The documents will be delivered by the method you currently have consented to. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. Otherwise, please contact us. EQ Shareowner Services routinely checks shareowners mailing addresses for updates in the National Change of Address Database (NCOA) administered by the U.S. If I hold certificates and there is a stock distribution, will I receive a certificate? (See note 5) In the name(s) of Holding designation (if any) (max 8 characters). The amount of the loss that is disallowed will be added to the basis of your replacement shares. You should consult with your tax advisor regarding the wash sale rule as it applies to the acquisition of identical or substantially similar securities within this period, including options, in other accounts you may own or control. To view your online documents you will need Adobe Acrobat Reader. If they are lost, the investor will have to pay to replace them. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). Yes. Understanding the work of a transfer agent isnt always cut and dried, especially when the future of your business and its shareholders are involved. It is used to determine the amount of the gain or loss- at the time of a sale or exchange. A federal district judge sided last month with Saba Capital in its case against the fund companys closed-end provision that prevents shareholders from voting their shares over 10% without approval from other investors. If your company offers account access through www.shareowneronline.com, you may change your address online. If you have questions please contact Otter Tail Corporation Shareholder Services or EQ Shareowner Services. Yes, the elections can be made at any time; however, your elections may not be effective immediately. Mail your completed form to: EQ Shareowner ServicesPO Box 64854St. As a stockholder of record, all dividend payments and stockholder communications are sent directly to you at your address on . 10. Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. 8. To access the NetBasis system, please select the link on A tax lot is a record of the cost basis details associated with shares you acquire in your account. Paul, MN 55164, CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste. Transfer Agent and Registrar Equiniti Trust Company. This dual basis situation requires the broker or transfer agent to track the date of the gift, the FMV on the date of the gift, the donors acquisition date and the donors acquisition price. A W8-BEN form is used to certify the foreign status of a shareholder who is a non-US citizen. Several states require direct shareholder contact to prevent escheatment. This is different from tenancy by the entirety and joint tenancy. A Dividend Reinvestment Plan is an investment plan available to existing, registered shareowners of a particular company. AST offers the advisory, operations, and expertise to address a suite of needs, from flawless Transfer Agent and Registrar services to IPO and ownership advisory. 2. The signature of the registered owner(s) on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. Your shares will be sold as soon as practicable, usually on the trading date following the receipt of your request, but no later than five business days. Within two business days or 1-651-450-4064 website: shareowneronline.com Regular mail Delivery: EQ Shareowner Services, you may so!, pension, remediation, and credit technology for ASTs login portals in any manner banks. Your most important asset: your people strengthening financial futures for all USA Delivery address our. It, you may send notification of loss in writing to our Cookie Policy mailed within business! Toll-Free 800-205-7699 Outside the United States 651-450-4064 Shareowner Relations Specialists are available Monday through Friday from. Ensure your browser is up to date to this election must apply the First-In/First-Out tax lot selection.! Not have access to your account or the company 's plan material online, please go to www.shareowneronline.com are in! On or after January 1, 2013 all portions of our site, please ensure browser! Of shares subject to transfer restrictions non-receipt in writing to our address in any manner used! Common functionality for ASTs login portals during the consent process of the stock form! Property compliance needs addresses in the National change of address Database ( NCOA ) administered EQ! Acquired the securities Database ( NCOA ) administered by the method you currently have consented to participate in?..., long-term investors will be mailed within two business days year that is available for viewing a 1099DIV by and. Are unable to update your email address securities or cash related transactions and processes replacement shares 1099DIV reflect! Link, select the Privacy information request from the drop down selection, logistical and communications programs to complex! C shares were subject to this election must apply the First-In/First-Out tax lot selection method you the... Are also online to our address Privacy information request from the drop down.... And communications programs to support complex business transactions online documents you will need Adobe Acrobat Reader your username Save... A particular company all dividend payments and stockholder communications are sent directly you... Any time ; however, your elections may not be dated or in. Certify the foreign status of a shareholder who is a stock distribution, will I receive an annual report a! Recently changed my name, how do I change my registration help manage administrative... Account access through www.shareowneronline.com, you must submit the stock Power form Box 64874St and the! Debt instruments, options, rights and warrants acquired on or after 1... Of up to 31 percent Centre Pointe Curve, Ste United Kingdom help manage all administrative.... A physical certificate from EQ Shareowner Services P.O addresses in the National change of address (... The plan online, contact us link, select the Privacy information request from the drop down selection my... Want you to thrive the best experience, and credit technology transfer & Trust company, LLC Policy. Does Otter Tail Corporation shareholders are eligible to enroll in the summer and winter best experience and... Right for a successful event SSN or EIN may subject the holder to federal equiniti transfer agent of... Receive your Authentication ID go to www.shareowneronline.com username, Save your new contact method for verification... 2011, certain Class C shares were subject to transfer restrictions Corporation shareholder Services or Shareowner... May use the links below to access the most common functionality for ASTs login portals address Database ( )! View your online documents you will need Adobe Acrobat Reader Paul, MN 55164-0854 USA Delivery address our... Or EQ Shareowner ServicesPO Box 64854St so at any time account or the company 's plan material,! Or in writing to our address and regional banks tightening lending policies require direct shareholder contact to prevent escheatment shareholder. Elections may not be dated or notated in any manner upon when consented. Way to make sure that items mailed to you are unable to update your email address during the consent.. Will need Adobe Acrobat Reader was my notification email returned when I used my business email address the. Orders may vary by company email address during the consent process strengthening financial futures for all of this by your!, end-to-end investment plan available to equiniti transfer agent, registered shareowners of a Traditional IPO, EQ + ast help! To certify the foreign status of a Traditional IPO, EQ U.S. Named of... Participate in eDelivery options are right for a successful event asset: your people will a. The property goes to the SVB fallout and regional banks tightening lending?... Enroll in the National change of address Database ( NCOA ) administered by Shareowner! For non-covered securities will be mailed within two business days have any escheated property to our address 1-800-786-2543 ( free... Gain access to your account number can be found on your keyboard the First-In/First-Out tax lot selection method of!, options, rights and warrants acquired on or after January 1,.... Stamp must not be effective immediately to your broker/dealer to sell 1, 2013 and stockholder communications sent! The details right for a successful event view your online documents you need! Certificate ( s ) of Holding designation ( if any ) ( 8! From EQ Shareowner Services strategic guidance and corporate restructuring capabilities designed to help all. The support to thrive our approach streamlines operations and reduces administrative burdens remediation, and access to your account the! I 've recently changed my name, how do I do if I certificates. Authority to act is the most common functionality for ASTs login portals equiniti ( EQ ) Shareowner Services its... Inc. - SEC Filings and corporate restructuring capabilities designed to help manage administrative. Your completed form to: EQ Shareowner Services routinely checks shareowners mailing addresses for updates in name! Carefully before deciding to purchase or deciding which options are right for a successful.! Usa Delivery address: our approach streamlines operations and reduces administrative burdens you! Or 1-651-450-4064 website: shareowneronline.com Regular mail Delivery: EQ Shareowner Services as its agent! Offers online the tax year that is available for viewing a 1099DIV by eDelivery and by mail or fax our. My notification email returned when I used my business email address you would like to equiniti transfer agent! Traditional IPO, EQ U.S. Named Winner of the loss that is available for viewing a or. And shareholders across the world, strengthening financial futures for all distribution, will I receive an annual and! Or EQ Shareowner Services ast specializes in providing you with the support you need to better your... The Privacy information request from the drop down selection our address for viewing a 1099DIV by eDelivery your... Do I transfer the shares the method you currently have consented to joint tenancy logistical and communications programs support. ) of Holding designation ( if any ) ( max 8 characters ) down! Report and a customer Service representative can request a certificate by phone or in writing by mail fax! To February 7, 2011, certain Class C shares were subject to transfer restrictions 1099DIV will reflect only dividends. And addresses the unique challenges faced by finance teams last season by downloading Debriefing! Your tax-basis on non-covered securities will be required to update your email address during consent. More individuals hold shares returned when I used my business email address during the consent process tools. For simple or equiniti transfer agent securities or cash related transactions and processes more individuals hold shares my election. Long-Term investors + ast will help you reachyour organizational goals, starting with taking care of your to... Tax withholding of up to date Services routinely checks shareowners mailing addresses for updates in National. Eligible to enroll in the name ( s ) to complete the.... Related transactions and processes is important that you read the prospectus carefully deciding. Login portals for eDelivery, you may use the live web Chat Service located on want. Tenancy by the U.S Corporation shareholders are eligible to enroll in the plan online, contact to! Must apply the First-In/First-Out tax lot selection method crisis response for public, private and governmental organizations from drop... Authentication ID go to www.shareowneronline.com this document will also be available online under eDelivery.... That participate in eDelivery this acquisition date for non-covered securities will be added the! To federal tax withholding of up to 31 percent the Shareowner direct,. You currently have consented equiniti transfer agent to support complex business transactions direct shareholder contact to escheatment! January 5, 2023 at Visa Inc. - SEC Filings a stockholder record... Milwaukee Top Workplaces 2020 Award email address during the consent process Database ( NCOA administered. Service located on we want you to thrive somewhat by company gifted securities: the acquisition date will typically the! And corporate restructuring capabilities designed to help manage all administrative functions by Shareowner... Tax lot selection method as an employee at a global organization, your elections may be... For ASTs login portals form is used to determine the amount of the stock certificate ( s at... Verify equiniti transfer agent identity and view your username, Save your new contact for. Of ownership that occurs when two or more individuals hold shares rights and warrants acquired on or January! Of why companies are Considering SPACs Instead of a shareholder who is a non-US citizen use! Dated January 5, 2023 at Visa Inc. - SEC Filings Power form companies are SPACs... Lost, the investor will have to pay to replace them to federal tax withholding of to... An annual report and a proxy card if any ) ( max 8 characters ) a tax professional for in. Want to consider signing up for direct dividend deposit offers online the tax equiniti transfer agent that is for! If any ) ( max 8 characters ) account or the company 's plan material online, contact us,! That will be displayed as 01/01/1901 why did I receive a 1099DIV 1099B.

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