New comments cannot be posted and votes cannot be cast. (whether intentionally or not). Can anyone confirm that there are no fees to transfer, DRS & hold? 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. Computershare does not charge any fees for account maintenance or stock transfers. A periodic statement of account is provided reflecting the number of book entry shares registered in your name and held by Computershare. application/pdf Use promo code COMPUTERSHARE to receive a discount*. I figure these questions were to ensure I'm somewhat aware of what I am doing. 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. Overnight Correspondence should be mailed to: Computershare. I'm hoping it's more of a fee per transaction as opposed to each share. trailer %PDF-1.5 % 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. Individuals may be eligible to utilize Computershare Australia to meet the requirement of providing a Medallion Guarantee stamp. Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. Some NPCs are worthless. Computershare with this account number by phone, mail, or e-mail. This does not seem right. How do I request paper copies of the Annual Meeting materials? To say they were icompetent would be complimentary. There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. The table below outlines the options individuals who reside outside of Canada and the United States can explore to obtain a Medallion Signature Guarantee (MSG). `'. She did have to get supervisor approval too. If that took a week its because it has to clear through DTC. I feel like taking it up with the Financial Regulator but I suppose life'e too short! Had terrible experience with computershare recently also. CRH, then CRH would welcome feedback if they are not doing it right. All shares purchased through the plan will be held for you in book entry form by the plan administrator. 2010-07-06T12:06:05-04:00 You are using an out of date browser. Documents were lost, unexplained delays. Thanks. 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 To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. You may buy shares directly through the Computershare Investment Plan. Press question mark to learn the rest of the keyboard shortcuts. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. The agent was like FYIs Fidelity will not lend from cash accounts, shares are mine yadah yadah. 0000028320 00000 n XBI has had a fairly quiet 2023 so far, with a 1.7% gain year-to-date. 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. Computershare is awful. hT9gA*X ~h5b! 0000032198 00000 n Please note that in some cases it may be necessary for Computershare to charge a research fee. 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. Not looking to sell at any stage soon or do anything with it. Computershare cannot tell you what you paid (or received) for your shares, though can assist with settlement dates and share Issues. 0044 20 8150 2010, Send email enquiries to: I sold four lots of shares on 14 June, three through Capita Registrars and one through ComputerShare (on the honestly given advice of my stockbroker who said he couldn't compete on cost!). Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. 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. Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. 0000023100 00000 n Computershare contact details are available at our Key Contacts page. For more information, please call 1-800-631-2355 or visit computershare.com/verizon. + Investor FAQs . IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. What happens if shareowners lose their Direct Registration Confirmation Statement? 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. This service is typically reserved for direct stock purchase programs and are offered through transfer agents like 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. Send all required documents via regular mail to: Computershare I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. Calling from US: Does Computershare charge transfer fee to receive? Statements and additional information for your registered stockholder account is available on-line through Computershare. PO Box 505005 ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. edit - i found answer and will post it here: just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. If you own your shares through a bank or brokerage firm, you should contact that firm. 1996 - 2023 Computershare Limited. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. No fee. 0000002850 00000 n "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. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. hT0Pw/+Q02L)65))#(m!vv o I want to have everything in Vanguard and revinest the dividends. A certificate can be issued for any whole shares held by Computershare in your plan account. Does it make a difference in terms of fees if I just ask for the payout from Computershare, and then send Vanguard the money to invest from my bank account, or fill out Vanguard's brokerage transfer form (which is a little time consuming bc I am waiting for a statement to generate from Computershare and involves more paperwork, but not a huge deal if it will save me money). New investors can become IBM stockholders with as little as $500. Could a broker handle this? Would not recommend them. I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? I'm executor of an estate and share sale executed on 16th of June. The customer service agent asked for some info, then asked me a few questions. Documents were lost, unexplained delays. Join our community, read the PF Wiki, and get on top of your finances! startxref . %%EOF Make sure you have a complete record of the cost basis (purchase dates and costs) for all shares before you make the transfer. Both firms charge additional fees for direct purchase plans.. hTmk@+^N h25R0Pw/+Q0L)643$-A@ * weighted average sale price obtained by Computershare's broker net of fees for each aggregate order placed by Computershare and executed by the broker. Please note that such service providers may compensate Computershare for referrals to their firm. Here is a result from a quick google search on schwab: https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. You can transfer shares or make gifts of IBM common stock. 020 8150 2010, Calling from outside the UK: Please review the prospectus carefully before you decide to invest. For this purpose Computershare may combine each selling shareholder's shares with those of other selling shareholders. hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ If you would like to buy or sell shares, and your holding has been dematerialised into a CSD Participant account, we are pleased to be able to help. 2010-07-06T12:06:05-04:00 fees for each batch order placed by Computershare and executed by the broker. If someone is sending in both the medallion waiver fee and a surety fee to replace a lost stock certificate as part of the request, a separate check must be submitted for each fee. then i'll buy vtsax. 462 South 4th Street, Suite 1600 0000032589 00000 n Check with your financial institution to determine if this option is available. Create an account to follow your favorite communities and start taking part in conversations. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. And was I aware there is a limit to sell on Computershare, etc. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). The . Very informed comments from above posters. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. The Computershare Investment Plan is sponsored and administered by Computershare (formerly known as EquiServe) , not by IBM. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. You must log in or register to reply here. Key features of . If you do not know your account number, please con-tact Computershare at the address listed at the end of this brochure or e-mail us at caregistryinfo@computershare.com and provide us with your name, old address, new address and the name and type of securities you own. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. If you don't need to sell your KO shares you should just leave them at Computershare. 0000022260 00000 n Read Computershare vs Ameritrade, Fidelity and Schwab . *This listing does not constitute an endorsement or recommendation by Computershare. Both are cheaper than StockX's fees of 10% and $9, but still pricey. However, you can also request a certificate for full shares. 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. Calling from UK: 0000017027 00000 n I wouldn't dream of selling shares through a Company Registrar. 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 $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. Some financial institutions outside the United States offer a medallion signature guarantee to existing customers if the financial institution has a corresponding relationship with a United States bank. This is a casual community, not affiliated with the company. Institutions participating in one of the following Medallion programs: Securities Transfer Agents Medallion Program (STAMP), New York Stock Exchange Medallion Signature Program (MSP). ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. Any advice one what is best? The service is available to investors in companies where Computershare acts as share registrar. It may not display this or other websites correctly. As a registered owner, you receive dividends, annual reports, proxies and other mailings directly from EQ Shareowner Services. 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. endstream endobj 321 0 obj <>stream Medallion Signature Guarantee for people residing outside of the United States. The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. 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. 4Jfe2Iv.o%%;IYc{ To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. This permits you to make regular investments, if you choose, in an amount and schedule that are comfortable for you, without the inconvenience of writing and mailing checks. "> 6wH/j (0b``:{ }I You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. Computershare will sell full and fractional shares on your behalf. I'm hoping it's more of a fee per transaction as opposed to each share. My grandparents brought me coca cola stock when I was born and it has just been put under my name. I thought the whole ordeal was online but it's asking me to do some paper work as well. 0000014017 00000 n 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 in-kind transfer to vanguard, then ask them to sell the stock- 0 fees. 14 0 obj <> endobj www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. All IBM common stockholders of record, including those who hold IBM stock certificates, are automatically eligible to participate in the CIP. Transfer Request Form that can be obtained online at either of the following sites: Customer has explored obtaining a medallion signature guarantee but was unsuccessful in obtaining one, and. Poshmark takes a flat 20% of . I bet that's why they don't want to do it. Following is a link to a searchable database: Did you have to sign a form from vanguard and mail in all the statements and whatnot? 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. Not sure if I can added my two pence worth here but I currently work for a large multinational. BTW some of the share certs are old and don't match the holding. Press question mark to learn the rest of the keyboard shortcuts, https://www.schwab.com/public/file/P-221972/APP13017-26-ADA.pdf. Initiate Transfers from the Receiving Broker If you are ever considering moving money around to different accounts, it is almost always best to initiate the transfer from the receiving party. SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. Call back. The investment amount can be automatically deducted from your bank account, or you can send it by mail. h To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). PScript5.dll Version 5.2.2 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. How do I transfer stock or change the registration on my account? 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. I have made 2 DRS from Fidelity to CS, no fee was charged. 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. Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. Sept. and sold through computershare 3 shareholdings. See Alpha Prefix and associated coverage limits on table provided below. 0000039605 00000 n {o9Hr{Cp4*KtN`6m"s!jz[L|Rp0. @ The ETF is down 7% over the past year, as rising interest rates and tighter economic conditions have dampened the appetite . We get a share package and can contritbute if we wish to do so. How do I designate . If you have employee shares you just call and give your brokerage information. Was this fidelity agent spreading FUD? Computershare does not share nonpublic personal . You can build your investment over time by making additional purchases periodically. I notice a lot of don't use Computershare for sales info here. 0000027917 00000 n Contact Computershare for details (seecontact information). 3 yr. ago. You may request a copy of the prospectus from Computershare at no charge, or access a copy of the prospectus onComputershare's website. They can be withdrawn or sold at any time and the dividends can be reinvested. 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. %PDF-1.6 % 0000009086 00000 n If you would like to sell shares you already hold, you can use Investor Trade, Computershare's online share sale facility for issuer sponsored securityholdings. <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> Louisville, KY 40202. eSignature Guarantee offers an online service for stockholders to obtain a Medallion Signature Guarantee. Once automatic deductions begin, funds will be withdrawn from your bank account on either the 1st or 15th of each month, or both (as specified by you on your Authorization Form), or the next business day if either the 1st or 15th is not a business day. endstream endobj 318 0 obj <>stream 0000017363 00000 n Regardless, I will continue buying on Computershare and transfer more once I get the confirmation! 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. endstream endobj 320 0 obj <>stream 317 0 obj <>stream 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. Each Medallion Guarantee has a specific coverage limit that is identified by the alpha prefix on the stamp. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. ge firms will offer fractional share investing for individual stocks. Takes about a week for the shares to arrive. %%EOF 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. This makes up the secondary market, where stocks trade after being sold directly from a company. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. This means that you must have at least one share registered in your name on the records of IBM. aG:nN]uSs[T-q'YO'sF^7)9D244@x{]A7Wequ7M,)'XlN MSN 7[g9UZo 36 0 obj <>/Filter/FlateDecode/ID[<31EE80A15320B0BA23BF9395DAC1AE2D><85666834BA46224BB4798902F2C411F6>]/Index[14 42]/Info 13 0 R/Length 100/Prev 47057/Root 15 0 R/Size 56/Type/XRef/W[1 2 1]>>stream 0000040232 00000 n 0000016336 00000 n I assume the $s not in a retirement or other restricted account. Create an account to follow your favorite communities and start taking part in conversations.
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