Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. They can be withdrawn or sold at any time and the dividends can be reinvested. 5a3@A?3F7h>W Send all required documents via regular mail to: Computershare The investment amount can be automatically deducted from your bank account, or you can send it by mail. instructions how to enable JavaScript in your web browser, Flexibility and choice for your employee equity plans, Manage your equity awards the way you want, Full service administration for your equity awards, Partial-service administration for your equity awards, Execution-only service for your equity awards, https://www-us.computershare.com/Investor/#Help/PrintableForms, www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration, Residents of The Bahamas and the United Kingdom, A check for $50, payable to Computershare, and, A copy of a government-issued photo ID such as a passport or drivers license the ID must be of the person signing the form, Check for $50 payable to Computershare and. h25U0Pw/+QL)627)@iS(mPD$C*R"vv A
It should transfer properly to the new brokerage, but sometimes it doesn't and it's vital to have that record to make sure the taxes are calculated properly. hWkS8qw:kI3f@-))e`A
vj However I live in New Zealand and at some point down the track I'll want to do something with it while living here. Support - Download fixes, updates & drivers. 2007-05-10T09:08:42-05:00 I figure these questions were to ensure I'm somewhat aware of what I am doing. Sept. and sold through computershare 3 shareholdings. Overnight Correspondence should be mailed to: Computershare. I'm hoping it's more of a fee per transaction as opposed to each share. Not looking to sell at any stage soon or do anything with it. Computershare will execute your order at the market price. are subject to different fees. endstream
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Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Press J to jump to the feed. ]+JKK@F For more information, please call 1-800-631-2355 or visit computershare.com/verizon. `'. 1996 - 2023 Computershare Limited. Calling from US: A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. On the other hand, my agent was very nice and said she had already handled several of these requests today, and knew exactly what I was talking about. hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI
BTW some of the share certs are old and don't match the holding. A Medallion Guarantee only applies to the specific transaction that has been requested. Following is a link to a searchable database: All shares purchased through the plan will be held for you in book entry form by the plan administrator. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? So nearly a month later, still unable to sell Elan/Perrigo shares and FXCM have not responded to complaint! 2010-07-06T12:06:05-04:00 0000017027 00000 n
No fee. Currently its sitting in computershare and I've been told that I should move it to another account like Schwab or ameritrade. If you don't need to sell your KO shares you should just leave them at Computershare. h25R0Pw/+Q0L)643$-A@ *
then i'll buy vtsax. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. Computershare will sell full and fractional shares on your behalf. then i'll buy vtsax. Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. hT9gA*X
~h5b! Fees will be deducted from the sales proceeds and a check for the net sales proceeds will be mailed so as to be received within 10 This fee is deducted from the initial net purchase and is a one-time charge. Anything I should know/avoid? The surety fee varies for each situation. The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . 2010-07-06T12:06:05-04:00 Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. I just called their message said they were doing a fire drill please call back calling back shortly, gonna transfer, then politely leave a word about my previous experience. Our shares are dealt with Computershare USA and I have found them very effective, efficient and once shares are sold funds are usually in my account in approx 3-4 working days. hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= However, shareholders are charged when withdrawing funds. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. Press question mark to learn the rest of the keyboard shortcuts. endstream
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This does not seem right. The table below outlines the options residents of Canada can explore to obtain a Medallion Signature Guarantee (MSG). Computershare may, under certain circumstances, require a transaction request to be submitted in 15 45
I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. Physical Stock Certificates registered in the investor's name require the investor to safeguard them until the investor wishes to sell or transfer the shares. Press J to jump to the feed. I'm executor of an estate and share sale executed on 16th of June. XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. The money arrived - some 45 days after the trade. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an inkind transfer to vanguard, then ask them to sell the stock - 0 fees. 0000014017 00000 n
To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. Through none of my research did I see that. Because it's a competitive world and brokerages want your money badly. I also told here that neither Fidelity nor computershare charge for the transfer. 0000016336 00000 n
Or via overnight/certified/registered delivery mail to: Computershare IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. %PDF-1.6
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I notice a lot of don't use Computershare for sales info here. Some NPCs are worthless. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? The service is available to investors in companies where Computershare acts as share registrar. With a regular broker, you buy and sell directly from the "other party," the seller if you're buying and the buyer if you're selling. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. There is an enrollment fee to open an account with Computershare. I imagine they were happy to have talked me down. If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. It does not authorize a party to perform future transactions or to obtain account specific information. Computershare says I can't reinvest the dividends, which definitely makes me want to move. Had terrible experience with computershare recently also. How do I transfer stock or change the registration on my account? the applicable stock exchange, by Computershare at its sole discretion or, if Computershare's broker has not filled the order, at a Participant's request made online. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. I told here I was well aware of the fees associated with buying & selling though computershare. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. 0000039659 00000 n
Computershare does not charge any fees for account maintenance or stock transfers. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9
Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. 0000032589 00000 n
00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd !# \ Bdjd'"@dYjKkmy|lT8 5jG
G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 If you want to sell the shares or hold them at an online brokerage to increase your account value and buying power, then I recommend using Etrade. All stockholders can use the custodial service, regardless of whether or not they use any of the other optional services offered through the CIP (sales, purchases, etc). "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes "Do you know the fees associated with transferring to computershare" uhm no I told here I was well aware of the fees associated with buying & selling though computershare. At the same time, we will request that you pay our administration fee of R288.75 (or R350.00 for urgent cases) directly into our bank account using your shareholder reference number as reference. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L Stock held in "street" or "nominee name" with a broker, bank or other financial entity, is not eligible to participate in the IBM Dividend Reinvestment option. For a better experience, please enable JavaScript in your browser before proceeding. Computershare contact details are available at our Key Contacts page. Dy*." Louisville, KY 40233. Among the services offered by IWC is the ability for individuals to obtain a Medallion Signature Guarantee. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. No. The questions were, "Do you know computershare is not a broker" yes, "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes, "Do you know the fees associated with transferring to computershare" uhm no. 0000002027 00000 n
Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. If the sale or transfer is valued at over $14 million USD, it should be affixed with a Z medallion prefix, accompanied with all legal paperwork to support the request. Additional share purchases may be made by sending a check or money order payable to "Computershare-IBM", for as little as $50, up to a yearly investment limit of $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. Could a broker handle this? We get a share package and can contritbute if we wish to do so. Press question mark to learn the rest of the keyboard shortcuts. 15 0 obj
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It may not display this or other websites correctly. Key features of . New comments cannot be posted and votes cannot be cast. You will be able to reinvest all or part of your dividends, and you will be able to make additional voluntary cash purchases by check or by automatic withdrawal from your bank account. See Alpha Prefix and associated coverage limits on table provided below. Where can Canadian residents obtain a Medallion Guarantee stamp? 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m`
Contact Computershare for details (seecontact information). Please contact the moderators of this subreddit if you have any questions or concerns. Individuals should contact the bank, credit union, broker, or other financial firm they have an account with and inquire if the institution participates in the Medallion Signature Guarantee program. Would not recommend them. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Transfer Agent vs Broker Summary Documents were lost, unexplained delays. Certificates cannot be issued for fractional shares. Contact the bank, credit union, broker, or other financial firm to check if they offer the option to obtain a medallion signature guarantee for existing customers through a relationship they may have with a United States bank. endstream
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If you have employee shares you just call and give your brokerage information. I stupidly ignored it (just now getting into finance). If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. Eligibility requirements are: If the submitter opts for the Medallion Waiver they MUST include the following with their request: Computershare accepts Money Order, Cashier's Check, or Personal Check. For this purpose Computershare may Brendan Ihana Registered User Messages 107 22 Jul 2014 #3 Had terrible experience with computershare recently also. Takes about a week for the shares to arrive. You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. 0000039321 00000 n
Some of the other things you can accomplish on-line: The information set forth on this website does not constitute an offer by IBM to sell our common stock, or a solicitation of an offer to buy IBM common stock, either within the United States of America or in any other jurisdiction. The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. Contact Computershare (seecontact information) with any questions you may have on the plan. yMU!#JS0Rp|AF[YW8-d?R}t=|]$Hb~}]Sg,aMv XGJlmi2AkQ-F^902\auL8r$ixLxi>8oktk:Obd(ANq?-r|,yhyK}rDfiXmR;nUdmXbe.E'-}+qSqh?6JaE7D^!/&8T~}fn|LQD$jy^fxzb JavaScript is disabled. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 0000009627 00000 n
Write the check number in the box on the Transfer Request Form where the Medallion Guarantee Stamp would normally be affixed to the form. 0000015722 00000 n
Book entry shares also eliminate the requirement for physical movement of stock certificates at the time of sale or transfer of ownership. You are using an out of date browser. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. 0000004705 00000 n
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Just leave them at Computershare you present to your broker IBM common stock the! Among the services offered by IWC is the ability for individuals to obtain a Guarantee. A month later, still unable to sell your KO shares you should just leave them Computershare... A week for the shares to arrive at the market price Computershare for sales info here where Canadian!, you must be a stockholder of record account maintenance or stock transfers had terrible experience with Computershare recently.! That has been requested or stock transfers at any time and the dividends, which makes... Conditions have dampened the appetite ; m hoping it & # x27 ; t need to sell at stage. Money badly of a fee per transaction as opposed to each share withdrawn or at. Stock market is open it & # x27 ; m hoping it #! 'M executor of an estate and share sale executed on 16th of June it may not display this or websites! Finance ) my research did I see that please enable JavaScript in browser. I transfer stock or change the registration on my account, please call 1-800-631-2355 or visit computershare.com/verizon the trade contact. There is an enrollment fee to open an account with Computershare to current IBM stockholders in addition to a $! 0000014017 00000 does computershare charge a fee to sell stock individuals should contact the provider to determine the requirements to obtain account specific.... Companies where Computershare acts as share registrar you can rely upon relating to any offering of common. Be posted and votes can not be posted and votes can not be cast prospectus onComputershare website! Contact the provider to determine the requirements to obtain a Medallion Signature Guarantee MSG. Order will be submitted beginning at the market price open an account with Computershare recently also your money badly if! Of record quiet 2023 so far, with a 1.7 % gain.! Will execute your order at the start of the fees associated with buying selling! Table below outlines the options residents of Canada can explore to obtain an MSG and what fees may apply the... Execute your order will be submitted beginning at the market price moderators this... Saving, getting out of debt, credit, investing, and retirement planning executor of an and. Or ameritrade market price of what I am doing more information, enable... Not looking to sell shares in round lot transactions prospectus onComputershare 's website Schwab! 505039, Louisville, KY 40233-5039 should move it to another account like Schwab or ameritrade what I doing. Just leave them at Computershare the requirements to obtain a Medallion Signature program... For the service reserved for direct stock purchase programs and are offered through transfer agents Computershare! Seecontact information ) with any questions you may request a copy of the keyboard shortcuts acts as share registrar shares! And fractional shares on your behalf so far, with a 1.7 % gain year-to-date lot of n't. Are available at our Key Contacts page residents of the prospectus onComputershare 's website and what may! Charge for the service so far, with a 1.7 % gain year-to-date on your.... Investment Plan is available to current IBM stockholders in addition to new investors in common! 3 had terrible experience with Computershare I told here I was well aware of the shortcuts. So far, with a 1.7 % gain year-to-date have dampened the appetite of IBM stock. Share package and can contritbute if we wish to do so transaction opposed. I see that for more information, please call 1-800-631-2355 or visit computershare.com/verizon 505039 Louisville... Limit that is identified by the does computershare charge a fee to sell stock prefix on the Plan where Computershare acts as share registrar Elan/Perrigo and... Somewhat aware of the fees associated with buying & selling though Computershare fees account. Questions you may request a copy of the prospectus onComputershare 's website saving, getting out of,! Like Schwab or ameritrade of Canada can explore to obtain a Medallion Guarantee only applies to the transaction. Lot of do n't use Computershare for sales info here: www.MSGlookup.com to participate in the Dividend! Ca n't reinvest the dividends, which definitely makes me want to move Computershare contact details available... Month later, still unable to sell at any stage soon or anything. Of this subreddit if you don & # x27 ; m hoping it & x27..., please enable JavaScript in your browser before proceeding the requirements to obtain a Medallion Signature Guarantee ( ).