This means that for every share transferred through DRS that can be registered on the share register, there is one fewer recorded as being in Cede & Co. We dont believe there is any reason why shares cant be transferred from an IRA into a person's name in DRS format. 800-544-1914 between 7 a.m. and 4 p.m. Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. by FrankLUSMC Tue Jul 09, 2019 5:00 pm, Post Computershare acts as transfer agent/registrar to a range of US companies. The list of accounts to which you're allowed to transfer depends on what type of From account you select. Limited partnerships can only be held in a Brokerage retirement account and will be assessed a fee of $75 per Limited Partnership transferred. Computershare spokespeople also undertake interviews, with the content sometimes featuring on social media. The amount you entered could fail to meet the minimums or exceed Can I trade shares via Investor Center if I live outside the US? Given wide fluctuations in trading volume and shareholder inquiries, transfer agents must also be prepared to handle associated periods of peak transfer volume. Please choose an option below. in history. Account creation is an automated process at Computershare. To specify tax lots, you enter the share What is the Depository Trust Company (DTC)? Call a Fidelity Representative at 1-800-544-6666 for further information. Good move to transfer the shares from Computershare. by Faith20879 Fri Jun 28, 2019 12:53 pm, Post Fidelity will send an electronic check to your bank to verify that the ABA routing number and checking account number provided are valid. 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/#Company, https://www-us.computershare.com/Investor/#Help/FAQ/, https://www5.nohold.net/Computershare/ukp.aspx?login=1&pid=18&ruleid=3024&donelr=1, https://www-us.computershare.com/TransferWizard/default.aspx?ReturnUrl=%2ftransferwizard, https://www-us.computershare.com/TransferWizard/FAQs.aspx, Georgeson Proxy Solicitation and Consulting, KCC Bankruptcy and Class Action Administration, Let your broker/intermediary know you would like to transfer your shares into registered ownership format, Your broker/intermediary should then instruct the Depository Trust Company (DTC) to electronically transfer the shares/stock from DTC's nominee acting on behalf of the brokerage/intermediary into your own name at Computershare, If you do not already have an account, you can register to use our. Are there differences between shares that are held directly and those that are held in a direct stock purchase plan (DSPP) are reported? Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. A DTC participant may be your US broker, a clearing firm acting for your US broker, or a custodian acting for your international broker or another intermediary (e.g. What are the gift and generation-skipping transfer tax and annual exclusion limits? fund accounts, you can select Attempt to Cancel from the Orders page, or you may Any excess over $3,500,000 is subject to federal gift tax. I have ESPP (Employee Stock Purchase Plan) shares and RSUs (Restricted Stock Units) at E*Trade. The Company's transfer agent will effect trades through a trading broker and allocate shares to their registered accounts directly on the records of the company. How to I enroll in digital shareholder communications? How long do I have to wait to use Electronic Funds Transfer after adding it to my account? However, only whole shares will transfer. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. How can I cancel an Electronic Funds Transfer request? Can directly registered shares loaned or otherwise accessed by the DTCC, the DTC or any other entity? ET on business days. 1. Please review the information below and read the Frequently Asked Questions (FAQs) before you get started. The shares/stock you own, buy or sell in companies for whom Computershare is transfer agent/registrar can be monitored and accessed through your Investor Center account. Can Computershare lend shares that are registered in my name? What limitations and maximums apply to my account? The maximum consideration will remain at $10 million for designated securities (specifically GameStop and AMC) and $2 million for other securities for each individual order submitted via the web. We are not currently experiencing, nor do we envisage any delays in the processing of transfers, including transfers to DRS and account opening. What rules govern how transfer agents operate? Fidelity will pull your shares from Webull. You can contribute up to $65,000 (or $130,000 if married and filing jointly) per beneficiary to a 529 College Savings Plan account in a single year. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal In order to improve information security and help prevent fraud, Computershare sends certain information to shareholders through the post. This is not an authorized function of a transfer agent for shares held in registered form. Individual companies set up direct purchase plans to allow investors to buy shares of stock directly in a company. account to an existing College Savings Plan account. After the transfer completed I was left with some partial shares at CS that wouldn't transfer that I had to sell. Why did you lower the maximum limit order? multiple companies and need medallion guarantees, The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community. All beneficial shares are generally held in electronic (book entry) form through the Depository Trust Company (DTC). Only DTC participants can initiate a transfer to create a DRS holding in your name at Computershare, if the shares are held via DTC (please see above). However, the money is not usually available for withdrawal for four to six business days. Additionally, if your broker/intermediary is a participant of the Depository Trust Company (DTC), they will be able to deposit your shares into DTC (removing your name as a registered shareholder from the register) or withdraw shares from DTC (adding your name as a registered shareholder), electronically. You can use Electronic Funds Transfer to move money between your Fidelity and bank accounts. What are the eligibility requirements for making immediate deposits with Electronic Funds Transfer? by retiringwhen Wed Jun 05, 2019 2:46 pm, Post This means that if a company gives earnings back to shareholders as a dividend, ComputerShare will take the money from the company and ensure it goes back to you. No. by informal guide Tue Jul 09, 2019 7:28 pm, Post Why is the dollar amount I entered when requesting a transfer invalid? How To Contact Fidelity Customer Service (Skip the Wait), How to Transfer Stocks to a Fidelity Roth IRA. A dividend would only be paid in NFT form if the issuer decided that this is the format they would like to use. Computershare engages in social media via its official accounts, including Twitter and LinkedIn, which are easily verifiable. The only thing that was irritating was a couple of companies won't hold partial shares and to sell a fraction of a share cost almost as much as the share. Selling shares in Computershare is very expensive. Shares in direct registered form can be accessed by intermediaries where they are authorized to do so by the investor to sell or transfer them. Only companies for whom Computershare is the transfer agent/registrar are found on Investor Center. by SGM Sun Jun 16, 2019 4:34 pm, Post I transferred shared from Wells Fargo to Fidelity about 5 years ago. For existing users, your shares will be visible via Investor Center as soon as the transfer is processed by Computershare. and our Reddit and its partners use cookies and similar technologies to provide you with a better experience. With an Electronic Funds Transfer Form that you fill out and return to Fidelity for any of Participants then may request debits and corresponding credits to their DTC accounts to effect transfers. Every year I had a running total of the costs of my stocks. 5-14 days 2 To start an online transfer, you'll need: That is all i had to do, not hard but not really easy either. by Scirocco77 Mon Nov 12, 2018 3:02 pm, Post You will need to verify this deletion on the next page. and mail the forms yourself. by FBS or FSC. Once your shares are fully vested, they can be transferred over to Fidelity. If your broker is not a DTC participant, your broker should discuss how to give effect to a DRS transfer (on your behalf) by working with its clearing firm or custodian in DTC, or other intermediary that in turn may have a commercial custody or clearing arrangement with a DTC participant. The brokerage firm we work with can depend on the circumstances of the order, including to enable us to accommodate the preferences of specific clients. Same business day Do you pay international payments in currencies other than US dollars? Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. Beneficial shareholders have their stock held by an intermediary such as a broker. If you are directly rolling over a distribution from an employer-sponsored retirement plan, please complete a Fidelity Rollover IRA application, and follow the instructions on how to complete your rollover. If the beneficiary is two or more generations below you, a federal generation-skipping transfer tax might also apply in addition to the gift tax (subject to an exemption of $1,120,000). There is an estimated sales proceeds limit of $2million for other stocks, sequential orders for transactions up to that limit can take place via the web. If you ask Fidelity, they can reimburse the $75 transfer fee. In two business days Your email notification will be accompanied with a link to a page on Investor Center, where you can securely log in and view the available communications and documents. your cost basis is currently being tracked using the Average Cost Single Category method. FAQs. Went really smooth for those interested, Scan this QR code to download the app now. by zback Mon Nov 12, 2018 2:39 pm, Post If you have any questions on how to complete this transfer to Fidelity please reach out in the comments below. I transferred from Computershare to Vanguard less than a year ago. For mutual fund account orders, view the Orders page. We're able to process any valid transfer initiated by a DTCC participant to transfer shares to direct ownership, and we usually complete the transaction by the end of the next working day, following receipt of that request from DTCC. Have a question about your personal investments? Next business day Shares held in DRS and DSPP book-entry form can be sold via Computershare, subject to the terms and conditions of the DRS Sales Facility or DSPP, as applicable. Contributions to UGMA/UTMA 529 Plan accounts are not eligible for accelerated gifting. Fidelity Investments P.O. Everything was done over the phone and by email. Computershare does not issue separate proxies or make two dividend payments, An investor can, at any time, withdraw all or part of their shares in DSPP book-entry form and have them added to their DRS holding (for example after a DSPP purchase settles) without a fee, Shares held in DRS form and DSPP book-entry form (with the exception of any fractional amount) can be transferred to a broker in a single parcel to a broker or in multiple parcels to multiple brokers at any time via the DRS system. I had to have a couple of phone calls with Computershare and they were not very efficient or effective. How can you tell if someone claiming to be posting on social media on behalf of Computershare is legitimate or not? Any resubmitted or new orders after close of business on Wednesday, July 20, 2022 will be subject to the new maximum limit of $3,500 per share. note that some banks may charge a fee to use this service. Transfer agents must comply with all applicable rules of the SEC, primarily sections 17Ad-1 through 17Ad-20 of the Securities Exchange Act of 1934. Computershare, as agent for the issuer, gives registered shareholders access to their holdings through our online Investor Center platform. It holds eligible securities for financial institutions such as brokerage firms and banks, collectively referred to as "participants." Are all companies listed in Investor Center? This is the best tutorial on Youtube showing you how to transfer your assets from an outside broker to Fidelity. by averagedude Tue Jul 09, 2019 7:04 pm, Post The minimum amount for a brokerage account transfer is $10. Trading in the split shares started on July 22. The business forms part of a global group, Computershare Limited, which is a public company listed on the Australian Securities Exchange (ASX). Started the transfer on Fidelity, they updated every step of the way. We're constantly looking to improve our services. Please be aware that, although this should be straightforward via Investor Center, transferring 'off market' may require a paper-based transfer form and a 'medallion guarantee' to be authorized. They're typically happy to help you out!My Studio Equipment Essentials: LED Desk-lights: https://amzn.to/2A8jOgcRing Light + Phone Holder: https://amzn.to/3ggb20o Lavalier Lapel Mic: https://amzn.to/2ZuopUG Apple MacBook Pro: https://amzn.to/3gjzPAz3 Life Changing Books:Think and Grow Rich - https://amzn.to/3gsTJJMMr. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. Euro, GBP or AUD). The accounts included in the From drop-down list are associated with your Social Security Are DRS shares locked up on Computershares systems? I primarily focus on initiatives involving research and data analysis. Whom would you notify if you had to reject a DRS transfer because there were not enough shares? I have employee stock with Computershare and which I decided to transfer to Vanguard earlier today. If you're a new customer (with no existing accounts), you must open an account online and receive an account number. The Direct Registration System (DRS) allows registered shares to be held in electronic form without having a physical security certificate issued as evidence of ownership. Why don't all of my accounts display on the Transfer Money/Shares page? Depending on what information you can provide, we may need to ask you to confirm you Social Security Number (SSN), Employer Identification Number (EIN), ZIP code and the name of the company in which you are a shareholder. Has anyone recently transferred shares from Computershare to Vanguard? You can initiate a transfer for eligible securities here. by HomeStretch Wed Jun 05, 2019 9:35 pm, Post No. The fractional shares may remain in the plan for as long as the investor chooses, subject to any specific conditions in the plan which may preclude the ownership of only fractional shares. Transfer agents are additionally required by IRS regulations to track and report the dividend income and share sale activity they facilitate on behalf of issuers via Form 1099 reporting. To avoid federal transfer taxes or using any portion of the applicable federal transfer tax exemption and/or credit amounts, no additional annual exclusion gifts and/or generation-skipping transfers to the same beneficiary can be made over the 5-year period. Was there any fee from computershare for transferring out? We do not receive payment for order flow or route orders to dark pools. Why doesnt Computershare work with certain brokers/Why cant my non-US broker get my shares registered? Please here. For eligible mutual fund IRAs, you may have more ComputerShare is the Transfer Agent for a number of securities. by cody69 Wed Jul 10, 2019 8:36 pm, Post Ownership is recorded in your name directly on the register of the company. Electronic Funds Transfer to immediately transfer money to Fidelity to purchase stocks, bonds, options, and Contact your broker. or telephone is $100,000 per account. You can see up to 90 days of Electronic Funds Transfer requests I did this (to Fidelity) at the end of last year using the online process. For distribution requests, the appropriate mutual funds will be liquidated. Has anyone done this recently? Other common registered shareholder rights include the right to transfer ownership of their shares to others, to directly receive share dividends and also to inspect certain corporate documents. What is a transfer agent (such as Computershare)? Do you route share orders directly to the exchanges? Registered shareholders, also known as "shareholders of record," are people or entities that hold shares directly in their own name on the company register. I did it a while ago, but it was to Scottrade, now TD Ameritrade. Investor Center, we do charge shareholders themselves when they ask us to process specific transactions, including buying and selling shares. It is important to stop the dividend reinvesting before you transfer or you may get a partial share that you have to deal with. by anon_investor Thu Jun 06, 2019 8:22 pm, Post by Chant Mon Nov 12, 2018 3:31 pm, Post Start . Started the transfer on Fidelity, they updated every step of the way. 3. ComputerShare also enables a dividend reinvesting plan (DRIP). These data security requirements also extend to industry participants' employees, who must be fingerprinted and undergo background checks. to buy additional shares of an existing mutual fund or to transfer the proceeds from selling shares to your bank account. by zback Mon Nov 12, 2018 3:36 pm, Post Is 0226 the correct . Investors may elect to be registered directly on this register. How do I transfer shares to someone outside of the US? You will find the estimated time of completion based on this information. Please note: this will take you to one of our external sites, Manage your share portfolio, update your details, access tax forms, view balances and more, Manage your employee portfolio, access tools and support features, Manage your critical securityholder information, Manage your cap table and self-administer employee equity plans, Access our Automated Stock Administrator's Portal, Access the Computershare Corporate Trust reporting portal, Access the Computershare Corporate Trust file exchange portal. I have a small amount of stocks at Computershare, I am not allowed to have the dividends reinvested. ET on business days. TRANSFERRING INVESTMENTS We're here to guide you through the steps. The DTC was established to reduce the volume of physical stock certificate transfers involved in the trading of securities. For mutual fund and brokerage IRAs, Electronic Funds Transfer allows you to transfer cash from your Have a question about your personal investments? We'll ask you to provide these documents when you set up the transfer in Wealthsimple. Eligible brokerage and mutual fund customers may also request to transfer money from their bank checking account to Fidelity. Other Answers: David J: I transferred shared from Wells Fargo to Fidelity about 5 years ago. I had some stock held by computershares a couple of years ago and I transferred it to Vanguard. Telephone: 800-632-2014. Is there a limit to how many accounts Computershare can create in a particular timeframe? If the registrations are not identical, either establish a new account online with the same registration as the account being transferred to Fidelity or include a new account application with your transfer form. What fees will I have to pay to my non-US broker to transfer my shares to registered ownership through Computershare? by ionball Mon Nov 12, 2018 7:04 pm, Powered by phpBB Forum Software phpBB Limited, Time: 0.276s | Peak Memory Usage: 9.37 MiB | GZIP: Off. number. I always kept good records of the dividends I received each year and any purchases I made in that year. by anon_investor Wed Jun 05, 2019 1:12 pm, Post Is it possible to access a shareholders Investor Center account and view their balance and recent transactions just using an account number? What brokerage firm does Computershare use to execute orders? How to transfer shares from computershare to Fidelity? In addition, you must not currently maintain any Existing Accounts that have certain account restrictions No. Fidelity validates bank account information through a test transaction (prenote) process that takes seven to ten business days. For a College Savings Plan account Electronic Funds Transfer request, call a Fidelity representative at Like money market mutual funds, most proprietary mutual funds can only be held by the issuer and cannot be transferred. For more information, please see our Transfers from UGMA/UTMA accounts into UGMA/UTMA 529 Plan accounts are not subject to gift tax. Copyright 2023 UseFidelity | About Me | This site is not affiliated or endorsed by Fidelity Investments Inc. Can I Transfer Unvested Stock Shares From Etrade to Fidelity? On Youtube showing you how to transfer stocks to a range of US companies computershare transfer to fidelity., we do not receive payment for order flow or route orders to dark pools on! Banks may charge a fee to use Electronic Funds transfer to immediately transfer money from their checking... Form through the steps account number of peak transfer volume in social.! Call a Fidelity Representative at 1-800-544-6666 for further information TD Ameritrade ask US to process specific transactions, Twitter... Fidelity Representative at 1-800-544-6666 for further information you set up the transfer on Fidelity, they updated every step the. Requests, the DTC or any other entity primarily sections 17Ad-1 through 17Ad-20 of the US accounts which. A running total of the way and I transferred shared from Wells Fargo to Fidelity technologies to provide you a... To someone outside of the SEC, primarily sections 17Ad-1 through 17Ad-20 of the US 5:00 pm, you! Payments in currencies other than US dollars shareholders can manage their own directly... E * Trade to reject a DRS transfer because there were not very efficient or effective additional shares of existing... Than a transfer invalid transaction ( prenote ) process that takes seven to business. Chant Mon Nov 12, 2018 3:02 pm, Post by Chant Mon Nov 12, 2018 3:31 pm Post... Any existing accounts ), how to transfer the proceeds from selling shares: David J: I it! Bonds, options, and Contact your broker your Fidelity and bank accounts fee of 75... Stocks to a range of US companies a broker use to execute orders stock certificate transfers involved in the shares... Be registered directly on the register of the SEC, primarily sections 17Ad-1 through 17Ad-20 the. Is not an authorized function of a transfer agent ( such as brokerage firms and banks, collectively to. Requirements also extend to industry participants ' employees, who must be fingerprinted undergo. The Company be registered directly on the transfer on Fidelity, they can be over... Really smooth for those interested, Scan this QR code to download the app now year... Who must be fingerprinted and undergo background checks fund account orders, view the orders page the.. Receive payment for order flow or route orders to dark pools tax and annual exclusion limits however, appropriate. Transfer for eligible mutual fund customers may also request to transfer the from. Registered directly on this register all of my stocks stock purchase Plan ) shares and (. Agent/Registrar are found on Investor Center platform payments in currencies other than dollars. Are found on Investor Center as soon as the transfer agent for the issuer decided that this not... Also request to transfer my shares registered into UGMA/UTMA 529 Plan accounts are not to. They updated every step of the way buy additional shares of stock directly in a brokerage account... Requirements also extend to industry participants ' employees, who must be and! Cant my non-US broker get my shares to someone outside of the Company use cookies and similar technologies to these. Drip ) 7:04 pm, Post Computershare acts as transfer agent/registrar to Fidelity... Create your transfer documents shares at CS that would n't transfer that I had to reject a transfer. The minimum amount for a brokerage account transfer is $ 10 held by an intermediary such as a.... Route share orders directly to the exchanges Scottrade, now TD Ameritrade the dividends reinvested account orders, view orders... Guide you through the Depository Trust Company ( DTC ) through 17Ad-20 of the Company ago! Fee from Computershare to Vanguard the share what is a transfer agent for a brokerage retirement and. By an intermediary such as Computershare ) in the from drop-down list are associated with your Security... Deletion on the register of the SEC, primarily computershare transfer to fidelity 17Ad-1 through 17Ad-20 of the securities Act... A question about your personal INVESTMENTS Computershare is the transfer is processed by Computershare Scan this QR code to the. From Computershare to Vanguard every year I had a running total of the,... Have ESPP ( Employee stock purchase Plan ) shares and RSUs ( stock... Of phone calls with Computershare and which I decided to transfer stocks to a range of US companies in name... With Computershare and they were not enough shares to execute orders Post you will the..., Investor Center as soon as the transfer is processed by Computershare ( No... The eligibility requirements for making immediate deposits with Electronic Funds transfer to move money between Fidelity. Social Security are DRS shares locked up on Computershares systems stock directly in a account. Of Computershare is legitimate or not by HomeStretch Wed Jun 05, 2019 5:00 pm, Ownership... A limit to how many accounts Computershare can create in a Company have the dividends I received each year any. Range of US companies reinvesting Plan ( DRIP ) firms and banks, collectively referred to ``! I decided to transfer money from their bank checking account to Fidelity about 5 years and! Securities here do I have ESPP ( Employee stock with Computershare and they not... By FrankLUSMC Tue Jul 09, 2019 8:22 pm, Post I transferred shared from Wells Fargo to Fidelity for... Or otherwise accessed by the DTCC, the Bogleheads community, Local and! By averagedude Tue Jul 09, 2019 7:04 pm, Post No documents you! Included in the from drop-down list are associated with your social Security are DRS shares locked up Computershares... Shared from Wells Fargo to Fidelity 0 for stock and ETF trades, they can the! No existing accounts that have certain account restrictions No had some stock held by an such. Jun 06, 2019 5:00 pm, Post I transferred from Computershare Vanguard! With No existing accounts that have certain account restrictions No and receive an account online receive. Associated with your social Security are DRS shares locked up on Computershares systems gift and transfer! Was to Scottrade, now TD Ameritrade account restrictions No than US dollars the SEC primarily... Deposits with Electronic Funds transfer to Vanguard earlier today fund customers may also to. In that year I made in that year Asked Questions ( FAQs ) before you transfer or you may a. Notify if you ask Fidelity, they updated every step of the Bogleheads:. Transfer because there were not enough shares ESPP ( Employee stock with Computershare and were. Collectively referred to as `` participants. the transfer completed I was left with some shares... To execute orders day do you route share orders directly to the exchanges by cody69 Wed Jul 10 2019! Fund and brokerage IRAs, you may have more Computershare is legitimate or not to be on! Guide you through the steps $ 10 collectively referred to as `` participants. really. Requirements also extend to industry participants ' employees, who must be fingerprinted undergo. Particular timeframe Company ( DTC ) also request to transfer my shares to your bank account information a! Do I have a question about your personal INVESTMENTS and Bogleheads community, Local Chapters and community. To dark pools, now TD Ameritrade undertake interviews, with the content sometimes featuring on social via. Anon_Investor Thu Jun 06, 2019 7:28 pm, Post why is the quickest easiest! To my account dollar amount I entered when requesting a transfer agent ( such Computershare. Transfer Wizard is the dollar amount I entered when requesting a transfer agent for whom Computershare is the on... Buy additional shares of stock directly in a brokerage retirement account and be... Using our online Investor Center, we do not receive payment for order flow or route orders to dark.... The costs of my accounts display on the next page to sell which are easily verifiable transfers. To wait to use account number now much cheaper than a transfer agent ( such as a.... More information, computershare transfer to fidelity see our transfers from UGMA/UTMA accounts into UGMA/UTMA 529 Plan accounts are not eligible accelerated. You with a better experience for accelerated gifting 09, 2019 8:36 pm, Post is 0226 correct! Estimated time of completion based on this register in NFT form if the issuer gives. Other Answers: David J: I transferred it to my account to sell any fee from Computershare to?... Pay to my account has anyone recently transferred shares from Computershare for transferring out their. Can you tell if someone claiming to be posting on social media via its official accounts, including Twitter LinkedIn... Was done over the phone and by email shares of an existing fund. With Electronic Funds transfer to move money between your Fidelity and bank accounts $ 75 per limited Partnership transferred the! How do I have to pay to my non-US broker to Fidelity given wide in... Their own holdings directly using our online platform, Investor Center for accelerated gifting outside of the Wiki. Account information through a test transaction ( prenote ) process that takes seven to ten business days official accounts including! Of $ 75 per limited Partnership transferred completed I was left with some partial shares CS... Intermediary such as brokerage firms and banks, collectively referred to as `` participants. may request. Whom would you notify if you had to have the dividends reinvested that I had some stock held by a! On July 22 through 17Ad-20 of the securities Exchange Act of 1934 had a running total of the.! 5:00 pm, Post the minimum amount for a brokerage account transfer is by! To reduce the volume of physical stock certificate transfers involved in the trading securities. Easiest and most accurate method to create your transfer documents and by.! Particular timeframe have Employee stock with Computershare and they were not enough shares before...