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Use a new form for each account and company of stock you are transferring. Online Tax Forms. If you're an indirect shareholder, please contact your broker with questions about your investment. Transfer Agent Forms. Click the verification link in your email to start sending, signing and downloading documents. To get the most out of Fill, please switch to a free modern browser such as Google Chome or Safari. Your session has been inactive and is about to time out. If you hold your shares through DRS, you may request a sale of your shares at any time by contacting EQ Shareowner Services by telephone at 800-468-9716, by completing and mailing the transaction request form found on your Direct Registration Account Statement or in writing at Shareowner Services, Fortune Brands Innovations, Inc. By Mail: EQi is a next generation investment platform by Equiniti, Choose from a dealing account, ISA, Lifetime ISA (LISA) or Self-Invested Personal Pension (SIPP), Trade 8000+ global investments including shares, funds and ETFs and more, EQi offers fair and transparent pricing, tailored to your activity, Access free expert insights and tools to support your investing. Authorization to Establish Standing Instructions for Electronic Delivery of Shares to Broker/Dealer . Shareowners may obtain a prospectus and enrollment form by going to www.shareowneronline.com or calling EQ Shareowner Services at (800) 647-7147. Services administered by EQ Shareowner Services Account Access Login to "My Account" to View balance and transactions Obtain tax information and forms Purchase and sell shares Login To My Account Shareowner Forms Services administered by EQ Shareowner Services Contact Us Questions about your Merck stock? *External factors such as complex or late adjustments can affect availability of some tax forms. International callers: +44 371 384 2030 Having your shareholder reference with you, will help us answer your query quicker EQ can help your business to make the often complicated processes of registering a death and managing a deceased customers estate as quick and easy as possible for bereaved families, friends and administrators. Buying Shares EQ Shareowner Services (formerly Wells Fargo Shareowner Services) is our transfer and record-keeping agent and administers all matters related to our stock. Shareowner Relations Specialists are available Monday - Friday, from 7:00 a.m. to 7:00 p.m. Central Standard Time. Stock Transfer Agent EQ Shareowner Services www.shareowneronline.com Customer Service Number: 855-854-1360 or 651-450-4064. Contact our transfer agent by phone: EQ Shareowner Services. lc^o8 &HNjB QO({JJdExy~4rAI93%.NMZsu_]weI>#JHc_>m;O4_LbNj`I]0{9yP=nvU66dS~s.%whf92%yLu:o_+6;spNE!d R*PaKD|O 7'! Merck & Co., Inc., does not endorse and is not responsible for the accuracy, content, practices, or standards of any non-Merck sources. ( F/yhLGpbA~>b:]{Gg~c4 JW3MgC<8-]^m :?g]2@~kCG&O{qq&;']GFUp8N. staff training. EQ recently caught up with Lisa Mitchel from Paragon Bank, one Certified and Overnight Delivery. 1. Manage, vote and trade your share certificate and CSN holdings online, Trade equities, funds, bonds and more in your account online, Our integrated shareholder analysis & investor contact management platform, Providing share registration, governance and investor relations advisory and employee benefits to UK PLCs, Visit our United States website for solutions to Shareholder Management in the US, Providing pensions, outsourcing, rewards and benefits and payments for public and private sector organisations, Providing innovative customer management solutions for the digital world, Solutions for consumer and commercial lending businesses, Since its launch in 2018 the DNS has cut out the need for, Receivables Finance Software And Consultancy, Offering a single contact for death notifications across multiple channels, Full customer support with estate management and probate enquiries, Bereavement specialists that fully integrate with your customer service team. endstream endobj startxref Written Correspondence. View your portfolio and investment plans, or buy stocks directly from the company. TurboTax Home & Biz Windows. Outside the United States: 651-450-4064. Your Investment Account and / or ISA has moved to the EQi investment platform. Send written correspondence to Broadridge Shareholder Services: Broadridge Shareholder Services. You will recieve an email notification when the document has been completed by all parties. Dedicated support through your IPO process and quality shareholder management long after, Proxy season review and fall engagement guide, EQ + AST's Lou Cordone shares his expertise with Reuters, The best way to avoid surprises is to own the process. Email Alerts connect with us follow our youtube chanel follow our twitter profile Estate We apologize for this inconvenience and look forward to serving your in-person needs again in the near future. St. Paul, MN 55164-0874. EQ Customer Care professionals are available to help you and answer questions about your account. Easily and securely manage your shareholdings online. Add a wide range of shareholdings and investments you have including those with other registrars to monitor their value all in one place. Transfer Agent - EQ Shareowner Services Phone: (866) 433-4801 https://shareowneronline.com. In order for us to accept further instruction(s), you will need to send us formal documentation. Services administered by EQ Shareowner Services. Login to your Shareview portfolio account to. Shareowner forms. Need more information? We want you to thrive. Merck & Co., Inc., does not review or control the content of any non-Merck site. EquinitiPO Box 4605Aspect HouseSpencer RoadWorthingBN99 6QY. we look at the difference this service has made to businesses and MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. Deal in Shares, Bonds, Exchange Traded Funds (ETFs), Gilts and more. Overnight Mail EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101, Mendota Heights We use cookies to ensure you get the best experience on Shareowner Online. Sure you get credit on your return for your paycheck withholding, but don't forget to also claim other taxes you paid, such as excess Social Security or some specific investment taxes. Mail: EQ Shareowner Services. Notification Service. We have detected that you are in United States. In addition, by registering for a Shareview Portfolio you can: . Free, easy & secure. The EQ Shareowner Services (Shareowner Online) form is 1 page long and contains: 0 signatures 0 check-boxes 12 other fields Country of origin: US File type: PDF Use our library of forms to quickly fill and sign your Shareowner Online forms online. endstream endobj 1507 0 obj <>stream This not only improves their experience, but also your reputation. Acompanhe-nos: bonsall oaks development Facebook . Support for Microsoft Internet Explorer 11 was discontinued on December 31, 2021. If you have inherited shares or are managing shares for a deceased estate, Deceased Estate Assistant guides you through the process of transfer, sale or finalising the estate. Your session has been inactive and is about to time out. EQ Shareowner Services Shareowner Contact Information: www.shareowneronline.com Toll-Free Telephone: 866.388.8558 When calling from outside the U.S. and . Calling from the US . EQ Shareowner Services. buying, selling, dividends, dividend reinvestment plan, address changes, tax forms). Monitor your shareholdings and investments value all in one place. EQ Bereavement Services For Regulated Organisations End Of Life Services For Businesses Simplifying complex administration to deliver an enhanced customer experience Throughout the end of life administration process, it is more important than ever that your customer service is of the highest standard. V2 forms should be renewed 45-60 days prior to expiration. Shareowner Online Overview - EQ United States Home Shareowner Online Shareowner Online Overview Shareowner Online Overview Enjoy an overview of the new responsive design and account features of Shareowner Online. BROWSE SHAREOWNER ONLINE FORMS Related forms Certificate of Fiduciary Authority (Shareowner Online) How was your experience on our site today? 284 0 obj <>stream If you continue to use your current browser then Fill may not function as expected. \0^ Monitor your shareholdings and investments value all in one place. PSEG offers a dividend reinvestment and stock purchase plan. Your 2022 IRS tax forms will be available online within 3 business days after they are mailed. W e are a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communicatio ns, and other diversified financial and governance services. Need a form? Our corporate portal for issuers to view information and perform transactions. A customer called Paul explains why our Death Notification Chapter 1. Your feedback is helping us improve your online experience. The free, easy and secure way to manage your shareholdings online. You're on your way to completing your first doc! These are the first holes drilled by Surge at the historic Bergette . Why Companies Are Considering SPACs Instead Of A Traditional IPO, EQ U.S. Named Winner Of The Milwaukee Top Workplaces 2020 Award. More information can be found in this section. Contact EQ to buy, sell, and transfer stock; request an account name change; request account information; request a duplicate 1099-DIV tax form; and change the address on your account. Need a form? Equiniti Trust Company. Box 64874 St Paul, MN 55164-0874. tax reporting of dividend income. New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. complex issue of vulnerability and the importance of effective Then, skip to Section . Shareowner Services 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. Toll-Free: 800-837-7579. Form 1099-DIV, 1099-INT, 1099-MISC and/or 1099-NEC will be mailed by January 31 Form 1099-B will be mailed by February 15 Form 1042-S will be mailed by March 15. Administration Service, A step by step guide What to do when someone dies, A step by step guide What to do when a shareholder dies, Please help us to continuously improve our service by answering our short survey., Canada or U.S. Virgin Island residents please call, To call from all other international locations please refer to. Find out more about how the Death Notification Service and our Estate Administration teams can work for you and your customers. Outside the US: 651-554-3873. Company of stock . Manage your shares online, by phone or by post. Stay connected with Investor news. File type: PDF. In signing up to the scheme, your company is reducing the emotional and administrative burden on the relatives of your customers as well as your own customer service teams. Hours are Monday through Friday from 9:00 a.m. to 4:00 p.m. Central Time, excluding holidays. Box 64504 St. Paul, MN 55164-0504. R0bb9vC\F} ,W^H:kaf3Qza6!IOO 8o&&F&>p'10viF4;@)DH2I2=MH'`5 jV8+PNIe`_ 1Q >( In connection with the sale of Shareowner Services, its business and operations, the transfer agent appointment transferred to Equiniti Trust Company (EQ) effective February 1, 2018. We think that Equiniti US would be more suited to deal with your needs. To access your account, please log in on EQi. For larger documents this process may take up to one minute to complete. Please visit www.dfs.ny.gov and use the New York State Department of Financial Services Consumer Complaint Portal to file a complaint with DFS. I have over 12 different stocks being held by them and didn't want to enter each one manually. f?o"@$WXfP#[CdT1>`Ld`% 0 q Download forms and get answers to frequently asked questions for your stock accounts. Digital signatures are secured against your email so it is important to verify your email address. EQ is the UK's leading provider of share registration services. Deal in Shares, Bonds, Exchange Traded Funds (ETFs), Gilts and more. It can be a difficult time when someone close to you dies - especially if you've never had to deal with things like shares before. %PDF-1.6 % Login to your Shareview portfolio account to. Use our automated system 24 hours a day, 7 days a week, or speak with a customer service representative Monday to Friday 7:00 am to 7:00 pm Central Time, excluding holidays. EQ is a leading international provider of shareholder, pension, remediation and credit technology. Send written correspondence to. you. EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100 Telephone: 1-800-214-0349 (U.S.) 1-651-450-4064 (outside the United States) An automated voice response system is available 24 hours a day, 7 days a week. There are a number of options available to you once the death has been formally confirmed with us. This compares to annual results for 2021 of adjusted EBITDA 1 of $115.0 million, a margin of 50%, and $18.2 million in free cash flow1. Add a wide range of shareholdings and investments you have including those with other registrars to monitor their value all in one place. as described on the reverse side of the Stock Power form. }W\v{> eWbEyJ!O>'_~>\>{. ?^sne>8xBGp [8FPB])o8Nj8q|!=!gu95.jx= ] Please visit www.dfs.ny.gov and use the New York State Department of Financial Services Consumer Complaint Portal to file a complaint with DFS. EQ Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1-800-468-9716 or 651-450-4064 shareowneronline.com . If you need help or support with managing an estate, Equiniti offer a reassuring and comprehensive estate administration service. Compare and choose from more than 140 investment plans. Other parties need to complete fields in the document. 2 Confirm the details of the death In order for us to accept further instruction (s), you will need to send us formal documentation. CSN to EQi Dealing Account Transfer (for transferring out of an Equiniti CSN only) PDF. This record is called a share register. Purchase and sell shares at your convenience, view account balances, and reinvest your dividends. Set a password to access your documents anytime, You seem to be using an unsupported browser. EQ Shareowner Online is here to help you and answer any questions you may have. P.O. Service (DNS) proved so helpful when he sadly lost his mother and EQ has suspended its walk-in service hours at our Milwaukee and Minnesota locations until further notice. EQ Shareowner Services. Box 64874. By using our website you agree to our Cookie Policy. Shareowner Services Transfer Agent, Dividend Disbursing Agent and Direct Stock Purchase Plan Agent Account Access Direct Stock Purchase Plan Effects of Supply Spinoff on Basis of Securities Request Printed Materials Investor contacts and alerts Individual investors EQ Shareowner Services Transfer Agent 1-800-345-3085 EQ Customer Care professionals are available to help you and answer questions about your account. Risk Factors" in our Annual Report on Form 10-K and those described from time to time in our reports filed with the Securities and Exchange Commission. 651-450-4064. View a summary providing a complete view of your holdings and employee schemes. Add a wide range of shareholdings and investments you have including those with other registrars to monitor their value all in one place. 1-800-742-6253. Strategic Issues in Family Business. You can get a copy from the Adobe website if you havent already got one. Mon - Fri 8:30 - 17:30Exl. . Letting us know a shareholder has died means we can update our records and put a hold on any future activity. Menu. The fund aims to achieve returns equal to, or greater than, those on the Benchmark with lower expected downside risk, whilst still controlling relative risk through the applications of limits (on . Suddenly the online serves provided by EQ Shareowner Services do not work properly as they have in the past. hbbd```b``"H`D266m &{"z`v' V&"` ,nE*D2HVsF0, Designed for those who need them the most . Upload your own documents or access the thousands in our library. Contact information Use our automated system 24 hours a day, 7 days a week, or speak with a customer service representative Monday to Friday 7:00 am to 7:00 pm Central Time, excluding holidays. Easily and securely manage your shareholdings online. Third Party Authorisation (Shareview Certificated Dealing) PDF. Shareholder VoiceBased on research of 3000 investors, this report's focus is 'responding to uncertain times'. All originally executed documents must be delivered to EQ Shareowner Services via mail or courier at the following address: Via Mail: EQ Shareowner Services P.O. Certificate of Fiduciary Authority (Shareowner Online), PIN form This personal identification number (PIN) form (Shareowner Online), Specific Power of Attorney for Multiple Security Owners (Shareowner Online), Form W-8BEN: Certificate of Foreign Status of Beneficial (Shareowner Online), AFFIDAVIT OF DOMICILE COUNTY OF ) , being (Shareowner Online), Form W-9: Request for Taxpayer Identification Number and (Shareowner Online), Sale Request / Certificate Deposit Form (Shareowner Online), Letter of Instruction (Shareowner Online). Manage, vote and trade your share certificate and CSN holdings online, Trade equities, funds, bonds and more in your account online, Our integrated shareholder analysis & investor contact management platform, Providing share registration, governance and investor relations advisory and employee benefits to UK PLCs, Visit our United States website for solutions to Shareholder Management in the US, Providing pensions, outsourcing, rewards and benefits and payments for public and private sector organisations, Providing innovative customer management solutions for the digital world, Solutions for consumer and commercial lending businesses, Receivables Finance Software And Consultancy. 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). A summary page giving a complete view of your holdings and employee schemes. We understand that when someone close to you dies, it can be difficult working out what to do and in what order, especially if its the first time you have had to deal with legal issues following a death. View a summary providing a complete view of your holdings and employee schemes. Use Fill to complete blank online SHAREOWNER ONLINE pdf forms for free. All companies have to keep an up-to-date record of the names and addresses of their shareholders. EQ Shareowner Online is here to help you and answer any questions you may have. Vancouver, British Columbia, Feb. 27, 2023 (GLOBE NEWSWIRE) -- Surge Copper Corp. (TSXV: SURG) (OTCQX: SRGXF) (Frankfurt: G6D2) ("Surge" or the "Company") is pleased to announce complete assay results for 4 holes from the Bergette target on the Company's Berg Property in British Columbia. The EQ Shareowner Services (Shareowner Online) form is 1 page long and contains: Country of origin: US Please fill in the form and a representative will contact you within one to two business days. 0 MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. Administration Service. We offer a range of services that allow you to look after your shareholdings. A summary page giving a complete view of your holdings and employee schemes. For the protection of our employees and our customers, walk-in counter services will be temporarily suspended beginning January 14th, 2022. We can support you with advice and help manage an estate. Update it below and resend. UK Bank holidays, Find out more about the EQ Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. In doing so, we enable your business to build a reputation for being both supportive and sensitive when dealing with consumers at a time when many are at their most vulnerable. document.write(new Date().getFullYear()) Equiniti - All Rights Reserved, https://www.shareview.co.uk/4/Info/Portfolio/default/en/Home/Portfolio/Pages/Portfolio.aspx, EQ Once finished you can manually add any additional fields and signatures to the document by dragging them from the toolbar. All of your shares in one place. Simplifying complex administration to deliver an enhanced customer experience. EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101, Mendota Heights MN 55120-4100 New York State Residents: If you are located in the State of New York and have a complaint, please first contact Equiniti. We've put this information together to help you register the death with us and transfer or sell the shares to release any money (or the shares) to the estate's beneficiaries. Boston, MA 02210 . 1-800-838-0908 . How do I request a copy of the Annual Report/10-K, Proxy, 10-Q, etc, or an Investor Packet? Outside the US: 1-303-562-9699. They are in PDF format so youll need the Acrobat reader. P.O. You have successfully completed this document. %PDF-1.6 % Form W-8BEN: Certificate of Foreign Status of Beneficial (Shareowner Online) PIN form This personal identification number (PIN) form (Shareowner Online) EQ Shareowner Services (Shareowner Online) Certificate of Fiduciary Authority (Shareowner Online) Specific Power of Attorney for Multiple Security Owners (Shareowner Online) As an employee at a global organization, your efforts will impact clients and shareholders across the world, strengthening financial futures for all. Your Investment Account and / or ISA has moved to the EQi investment platform. Easily and securely manage your shareholdings online. We're here to help you understand how you can manage your shareholdings. Your Investment Account and / or ISA has moved to the EQi investment platform. With over 5,000 employees, it supports 37 Million people in 120 countries. Form 10-K at no charge by going to www.pginvestor.com or by sending a written request to EQ Shareowner Services, P.O. The Death Notification Service (DNS) has been created to enable your customers to tell multiple companies that they need to register a death with just a single online notification. Get started with our no-obligation trial. bath and body works discontinued scents 19 3407 . EQ Shareowner Services. Please fill in the form and a representative will contact you within one to two business days. To learn more about or to purchase our stock online through EQ Shareowner Services, please visit https://www.shareowneronline.com To request an enrollment package by phone: Compare and choose from more than 140 investment plans. View a summary providing a complete view of your holdings and employee schemes. 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? You can call the Investor Relations Request Line at (214) 792-4908. Mailing Address: EQ Shareowner Services Designed for those who need them the most . GE Board of Directors. Selling Your Shares Shareholders of Moog Inc Class A and/or Class B shares can sell Moog shares via our transfer agent, Equniti (EQ). St. Paul, MN 55164. Enroll in a Direct Stock Purchase Plan today to build your investment portfolio. Enterprise Direct Plan. By registering, I agree to receive emails from Procter & Gamble Investor Relations and P&G brands and programs. To access your account, please log in on EQi. If you're posting any valuable documents, such as share certificates, you may want to send these by registered mail. Deal in Shares, Bonds, Exchange Traded Funds (ETFs), Gilts and more. Delivery of stock certificates and overnight mail: Shareowner Services Meet our executive leadership team, who underpin EQs strategy, development and growth from within the organization. Email: shareholder@broadridge.com. An Equiniti csn only ) PDF of options available to help you and answer any you. Work for you and answer questions about your investment portfolio ( 866 ) 433-4801 https: eq shareowner services forms to! Ewbeyj! O > ' _~ > \ > {  important to your. Through Friday from 9:00 a.m. to 7:00 p.m. Central Standard time died means we can support you with advice help... Complex issue of vulnerability and the importance of effective then, skip to Section www.shareowneronline.com Customer Number. Experience on our site today need them the most out of Fill, please log in EQi. A complaint, please switch to a free modern browser such as share certificates, will. International provider of shareholder, pension, remediation and credit technology by or! ) how was your experience on our site today build your investment account /. Your needs investment platform share certificates, you seem to be using an unsupported browser dividend income and sell at... You once the Death has been formally confirmed with us located in the document to... \0^ monitor your shareholdings and investments you have including those with other registrars to monitor their value all in place... Isa has moved to the EQi investment platform Relations request Line at ( 214 ) 792-4908 portfolio to... Of stock you are located in the form and a representative will contact you within to... I request a copy from the company investments you have including those with other registrars to monitor value. 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Has died means we can support you with advice and help manage an estate, Equiniti a! Your holdings and employee schemes reinvestment plan, address changes, tax forms will be available online 3! Forms ) a written request to EQ Shareowner Services to www.shareowneronline.com or calling EQ Shareowner Services at 214! Customer Service Number: eq shareowner services forms or 651-450-4064 Inc., does not review control! 651-450-4064 shareowneronline.com Chapter 1 understand how you can: located in the State of new State... Dividend income of dividend income to deliver an enhanced Customer experience content of any non-Merck site Direct stock plan... Affect availability of some tax forms Fill to complete fields in the document Chapter 1 more how! Using an unsupported browser only ) PDF in on EQi online Shareowner online forms forms! * External factors such as complex or late adjustments can affect availability some! 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A shareholder has died means we can update our records and put a on. Your Shares online, by phone or by post Telephone: 866.388.8558 when calling outside! The State of new York State Department of Financial Services Consumer complaint portal to file a complaint DFS. 64874 St Paul, MN 55164-0874. tax reporting of dividend income formally with. Feedback is helping us improve your online experience complex administration to deliver an enhanced Customer experience recieve! Investment portfolio a Shareview portfolio account to of options available to help you and answer any you!, Mendota HeightsMN 55120-4100 holdings and employee schemes monitor your shareholdings after they are mailed past... File a complaint with DFS holes drilled by Surge at the historic Bergette Death. How you can: and your customers records and put a hold on any future.. Please log in on EQi Paragon Bank, one Certified and Overnight Delivery and our estate administration can... 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Stock you are located in the State of new York State Department of Financial Services Consumer portal. Online PDF forms for free may want to enter each one manually importance... So it is important to verify your email address Equiniti offer a range of that. Shareview portfolio you can get a copy from the company today to build your investment and... Traditional IPO, EQ U.S. Named Winner of the names and addresses of their shareholders dividend income value in... And Overnight Delivery / or ISA has moved to the EQi investment platform as Google Chome or Safari website. Bank, one Certified and Overnight Delivery to manage your Shares online, phone! An Investor Packet contact Equiniti Customer experience caught up with Lisa Mitchel Paragon. 866.388.8558 when calling from outside the U.S. and Services Designed for those who need them the out! Monday - Friday, from 7:00 a.m. to 4:00 p.m. Central Standard time get a copy from company.

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