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. Please note that such service providers may compensate Computershare for referrals to their firm. Automatic investment enables you to pre-authorize Computershare to purchase additional shares each month by electronically debiting your check or savings account at a U.S. financial institution. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. This makes up the secondary market, where stocks trade after being sold directly from a company. Computershare will code a registered shareholder's account to electronic delivery of shareholder materials upon your request to them. Any advice one what is best? 462 South 4th Street, Suite 1600 0000002850 00000 n The . 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 h A lot of online discount brokers (Fidelity, Schwab, JPMorgans YouInvest, Merrill Edge, etc) offer free/low cost stock trades. 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. The investment amount can be automatically deducted from your bank account, or you can send it by mail. 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. 0000002507 00000 n I've had my dad's stock that I didn't pay attention to for years - pays $30 quarterly. 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. The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. 0000037413 00000 n Takes about a week for the shares to arrive. Because it's a competitive world and brokerages want your money badly. Finally, this website is not intended to provide you with any financial advice, nor does it constitute a formal legal prospectus relating to our common stock. Join our community, read the PF Wiki, and get on top of your finances! Call back. To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. 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. 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. Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. New investors can become IBM stockholders with as little as $500. 0000017027 00000 n !Hp a GWA.8'j)1/sw@C)o!~K$GEB9*{6'=#0 %c|S*(C )0MwA8fM*\` qA=l 1 8Lc !k$FH$pWn^4pkp-~q>8\v6(A/TXe@J k#''$>oRI;B/c,nCuHG_~ CLuRcl3m6XTo"vV98W:`Sbf*XRsxomSO:Uj}wX^CC3w,_/ ik|i6G\eKVZw>a`o+ eqb|PUpk%r:&W%\Zd)~~u,u( N~cz`v5ZnM+8yzs@`H$EaV-N$VmFNCXNnwYF EJWA3e;jNO~c%2TPMTx>ji"kOIAmwinir `G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. By mail.Submit a signed letter of instruction. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. Askaboutmoney.com - the Irish consumer forum. I stupidly ignored it (just now getting into finance). boydj Instead, ComputerShare is a stock transfer agent. Fill out the Etrade DRS transfer form and upload it to your account. If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. It is the only document you can rely upon relating to any offering of IBM common stock under the CIP. hb```f``rb`e``g@ ~rt0($dD $ z|AKx503t\1EqC'S&+D!X4q'30l 3j jI 52 0 obj <> endobj 49 0 obj <>stream The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. {htPxBGBBF=XRh#%(R}X5BP~MP|F ciJI_l")^^>[GURHX@WL?*,%}f\gE\ There is no cost for having the Program Administrator hold in custody the stock purchased for you through the Program or for depositing with the Program Administrator the stock certificates you hold for the purpose of adding shares to your book entry share position. Talk to a different gate keeper. In the case of forgery, the financial institution providing the medallion stamp will accept liability through the Medallion program for amounts up to the associated coverage limit. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. hbbd``b`$@` BA 9+H0 "Dx k Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. The money arrived - some 45 days after the trade. endstream endobj 321 0 obj <>stream dPg-oI5+M.b` / Press J to jump to the feed. A non-shareholder must pay a $15 enrollment fee to open an account, but this fee does not apply to shareholders transferring already-owned stock from another platform. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. Box 505000. 2 secondes ago 0 Comments. It's like pulling teeth getting all the paperwork/funds. h25R0Pw/+Q0L)643$-A@ * I went online on 1st. 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. 0 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. Thank you from an interested would be investor. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. Most brokers have a way to transfer assets. For this purpose Computershare may 0000039605 00000 n For more information, please call 1-800-631-2355 or visit computershare.com/verizon. If you call Computershare to sell your shares or enter your sale online, your stock will be sold as soon as your request can reasonably be processed at the market price in effect at that time. a shareholder can request a physical stock certificate to be issued at no charge. Get direct access to the most common shareholder account transactions without having to dial a number, or login to Investor Center. Overnight Correspondence should be mailed to: Computershare. Computershare did not charge me any other fees. 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. If you have employee shares you just call and give your brokerage information. I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. I should have mentioned I want to change from one stock to VTSAX. 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. 0000002608 00000 n h23T0P041W04Tw/ Acrobat Distiller 8.0.0 (Windows) The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. A certificate can be issued for any whole shares held by Computershare in your plan account. Not looking to sell at any stage soon or do anything with it. The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. (whether intentionally or not). Computershare says I can't reinvest the dividends, which definitely makes me want to move. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Purchase and sales fees are determined by each company individually. Louisville, KY 40233. 15 0 obj <> endobj How do I designate . Join our community, read the PF Wiki, and get on top of your finances! Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. And check transactions, holdings, balances, and other information can become IBM with... Reinvest the dividends, which definitely makes me want to move I stupidly ignored it ( now. 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