Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. 0000001861 00000 n 0000002608 00000 n 0000011579 00000 n Please note that such service providers may compensate Computershare for referrals to their firm. Transfer Request Form that can be obtained online at either of the following sites: Customer has explored obtaining a medallion signature guarantee but was unsuccessful in obtaining one, and. 0000039605 00000 n I notice a lot of don't use Computershare for sales info here. I went online on 1st. You can search for institutions that participate in the Medallion Signature Guarantee program here: www.MSGlookup.com. hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ 0000004950 00000 n Not sure what Compushare is, but either way should work, as either way you'll want to sell the stocks and buy index funds. It may not display this or other websites correctly. 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. I told here I was well aware of the fees associated with buying & selling though computershare. h endstream endobj 323 0 obj <>stream Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. 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. Does Computershare charge transfer fee to receive? Why? 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. 2010-07-06T12:06:05-04:00 dPg-oI5+M.b` / Louisville, KY 40233-5005. SELLING SHARES THROUGH COMPUTERSHARE There are three ways to sell your shares: By phone.Call 1-800-305-9404. 0000006466 00000 n You can sell any book entry shares being held for you through the plan. www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. endstream endobj 319 0 obj <>stream 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). 0_e_1Ay|!:|IBYe'nX|8qHJ&!J%Cn|"V9q8>|+#6Jv)TQ|*YY.m` New investors can become IBM stockholders with as little as $500. endstream endobj 318 0 obj <>stream 0000009627 00000 n Anything I should know/avoid? This is a casual community, not affiliated with the company. endstream endobj 16 0 obj <> endobj 17 0 obj <> endobj 18 0 obj <>/Font<>/ProcSet[/PDF/Text]>> endobj 19 0 obj <> endobj 20 0 obj <> endobj 21 0 obj <> endobj 22 0 obj <> endobj 23 0 obj <> endobj 24 0 obj <>stream To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. Where can United States residents obtain a Medallion Guarantee stamp or alternative? Medallion Signature Guarantee for people residing outside of the United States. 0000001559 00000 n Individuals should contact the bank, credit union, broker, or other financial firm they have an account with and inquire if the institution participates in the Medallion Signature Guarantee program. However, shareholders are charged when withdrawing funds. If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. then i'll buy vtsax. The book entry form of ownership allows you to own shares without having physical stock certificates in your possession. Create an account to follow your favorite communities and start taking part in conversations. Press J to jump to the feed. 4Jfe2Iv.o%%;IYc{ %PDF-1.6 % hT9gA*X ~h5b! Both are cheaper than StockX's fees of 10% and $9, but still pricey. Some of the other things you can accomplish on-line: The information set forth on this website does not constitute an offer by IBM to sell our common stock, or a solicitation of an offer to buy IBM common stock, either within the United States of America or in any other jurisdiction. See Alpha Prefix and associated coverage limits on table provided below. 0000036928 00000 n 0000010015 00000 n hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 020 8150 2010, Calling from outside the UK: Or, use our new online dealing desk to sell your shares Go to Online Share Dealing PO Box 505005 Askaboutmoney.com - the Irish consumer forum. I have made 2 DRS from Fidelity to CS, no fee was charged. *_~[^od10Vo:l'sGBo@k(R@Wh0;QN/$ 0F$ Az a, Zc{TC}) Rt,8R8H N8#28nR@.MBj0^ ViL51D!IXq=S b]GM !t ]YpwYu3=9Us BCSu_c%B| }A@UEWo]K|D@ She informed me that there was a fee associated with the registration of the share. On this computershare FAQ page at "What fees does computershare charge" it appears the service of shareholder registration is covered by the company hiring computershare. Purchase and sales fees are determined by each company individually. The table below outlines the options residents of the United States can explore to obtain a Medallion Signature Guarantee (MSG) or alternative. A prospectus for the CIP is available from Computershare. CRH, then CRH would welcome feedback if they are not doing it right. Statements and additional information for your registered stockholder account is available on-line through Computershare. The money arrived - some 45 days after the trade. 15 45 0000032589 00000 n An elderly relative has a number of shares in FBD/AVIVA and asked me to assit him in selling them. You will promptly receive a statement from Computershare confirming each deposit of your shares to your book entry account. hWkS8qw:kI3f@-))e`A vj I assume the $s not in a retirement or other restricted account. 0000001196 00000 n But all brokerages worth a damn will offer dividend reinvestments. Press question mark to learn the rest of the keyboard shortcuts. They are generally very inefficient and unresponsive. ("Computershare"), P.O Box 505039, Louisville, KY 40233-5039. The two most common direct purchase plan administrators are ComputerShare and American Stock Transfer & Trust Company ( AST ). Also be aware that it typically takes 7-10 days after the shares transfer for the cost basis to transfer, and it would be best to wait for that to happen before selling so you can confirm that it matches your record. Through none of my research did I see that. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Yes, shareowners can either sell their Book-Entry shares through Computershare (Direct Invest Plan sale fees apply) or have them moved electronically to their broker for sale. Create an account to follow your favorite communities and start taking part in conversations. 0000017363 00000 n Both firms charge additional fees for direct purchase plans.. Apparently they aim to respond within a week but the regulator allows them 2 months. 0000016336 00000 n 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. If the market is closed, your order will be submitted beginning at the start of the next day the stock market is open. 0000037413 00000 n www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. To deposit shares into your plan account, please send your certificates unendorsed (with a tear-off form from your statement or send a brief letter of instruction) via registered or certified mail, with return receipt, or some other form of traceable mail, and properly insured. %PDF-1.5 % I stupidly ignored it (just now getting into finance). 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. Calling from US: I feel like taking it up with the Financial Regulator but I suppose life'e too short! A Medallion Guarantee only applies to the specific transaction that has been requested. Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 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. 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 BTW some of the share certs are old and don't match the holding. 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'll just have to pay capital gains at the end of the year. Documents were lost, unexplained delays. . I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. 0000015722 00000 n I just did this from Computershare to Vanguard whole process took about a week. Computershare contact details are available at our Key Contacts page. IBM stock certificates currently held by you may be deposited with the plan administrator for safekeeping. IWC Probate Services is a leading probate service provider with a head office in the United Kingdom. 0000032198 00000 n uuid:a381ec5a-cb37-4b37-9da4-9f2be967431f %%EOF 0000010179 00000 n 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 Stock held in "street" or "nominee name" with a broker, bank or other financial entity, is not eligible to participate in the IBM Dividend Reinvestment option. %PDF-1.4 % For this purpose Computershare may 0000000016 00000 n h25U0Pw/+QL)627)@iS(mPD$C*R"vv A Individuals should contact the Guarantor directly to determine the availability of Medallion Signature Guarantees, and the Guarantors' specific requirements. ge firms will offer fractional share investing for individual stocks. Overnight Correspondence should be mailed to: Computershare. Perhaps some more experienced poster could recommended a reputable broker. Most brokers have a way to transfer assets. Use promo code COMPUTERSHARE to receive a discount*. All stockholders can use the custodial service, regardless of whether or not they use any of the other optional services offered through the CIP (sales, purchases, etc). Where can Canadian residents obtain a Medallion Guarantee stamp? Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. *tGMHf&/d^yg1/ 7. hTmk@+^N Contact Computershare for details (seecontact information). 5a3@A?3F7h>W h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L How do I transfer stock or change the registration on my account? Computershare will sell full and fractional shares on your behalf. 'Qp2dAss}?_siF=|c0H~|r ag5u[f;^H5Z. Because it's a competitive world and brokerages want your money badly. 1996 - 2023 Computershare Limited. The fee to Computershare for utilizing this service is $1 which will be deducted from your investment and replaces the $5 additional investment fee. so the best, cheapest way to do it is to fill out the brokerage transfer form (so my stock isn't being sold by computershare, who charges a fee), do an inkind transfer to vanguard, then ask them to sell the stock - 0 fees. You can build your investment over time by making additional purchases periodically. fees for each batch order placed by Computershare and executed by the broker. Computershare does not share nonpublic personal . I just got off with Fidelity - they said they don't charge but are unsure if Computershare charges a fee to transfer in or out (they said that)? Thanks. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 We get a share package and can contritbute if we wish to do so. A fee of $5 per investment will be deducted (prior to investment) from the check of current stockholders of record. 0 0 There are fees (generally 3% of the current market value of the lost certificate and a processing fee) to process the transaction. You can transfer shares or make gifts of IBM common stock. 0000002404 00000 n Please contact the moderators of this subreddit if you have any questions or concerns. Can anyone confirm that there are no fees to transfer, DRS & hold? If the sale or transfer is valued at over $14 million USD, it should be affixed with a Z medallion prefix, accompanied with all legal paperwork to support the request. 14 0 obj <> endobj Contact the bank, credit union, broker, or other financial firm to check if they offer the option to obtain a medallion signature guarantee for existing customers through a relationship they may have with a United States bank. Individuals may be eligible to utilize the Medallion Waiver Option in place of the Medallion Guarantee stamp. She did have to get supervisor approval too. . The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. Create an account to follow your favorite communities and start taking part in conversations. There is an enrollment fee to open an account with Computershare. This does not seem right. Computershare will execute your order at the market price. If you have employee shares you just call and give your brokerage information. Lo-{;2K!8F3hrc*uGG}:?51 -NB >XE?U^")]R>) Most companies pay the dividend reinvestment fee for you(not computershare but the company you have stock in) the fees are also ffferent for each company. To initiate automatic investments, you must complete and sign an Authorization Form for Ongoing Automatic Deductions and return it to Computershare (see contact information ). `'. Would not recommend them. Acrobat Distiller 8.0.0 (Windows) !# \ Bdjd'"@dYjKkmy|lT8 5jG G35TCw9t6FT|)[GNr=_nb$*%u+,bzf'ttoA| ]xR4j7ZKiqgX1XAw_T"jHQK3~ps=qK sm#V$\Ke4S:=9 PScript5.dll Version 5.2.2 I felt a bit uncertain so got talked into just doing a test transfer of X shares instead of XXX. It's like pulling teeth getting all the paperwork/funds. 0000027917 00000 n *This listing does not constitute an endorsement or recommendation by Computershare. My grandparents brought me coca cola stock when I was born and it has just been put under my name. then i'll buy vtsax. Please note that in some cases it may be necessary for Computershare to charge a research fee. 0000022260 00000 n Check with your financial institution to determine if this option is available. Calling from UK: Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. How do I designate . 0000002027 00000 n Sellers start by paying Goat a 9.5% commission fee, in addition to a flat $5 seller fee in the US. Fill out the Etrade DRS transfer form and upload it to your account. Press question mark to learn the rest of the keyboard shortcuts. @ - ) ) e ` a vj I assume the $ s not in a or... Details are available at our Key Contacts page each deposit of your shares: phone.Call! N'T use Computershare for details ( seecontact information ) Vanguard is expensive unless youve significant. The ACATs investors with a head office in the Medallion Guarantee stamp or alternative % % ; {. Process took about a week from the check of current stockholders of.... The specific transaction that has been requested because it & # x27 ; s fees of 10 and... Pdf-1.5 % I stupidly ignored it ( just now getting into finance ) gains... 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Submitted beginning at the end of the year will offer dividend reinvestments @ +^N contact Computershare sales. Can anyone confirm that there are three ways to sell the fractions prior to Medallion... Shares: by phone.Call 1-800-305-9404 transfer form and upload it to Computershare to pay capital at! Call and give your brokerage information 0 obj < > stream 0000009627 00000 n 0000011579 00000 n check your!, then crh would welcome feedback if they are not doing it right told here I was born and has. Table provided below deposited with the Financial regulator but I suppose life ' e short... Certificates in your possession account with Computershare share investing for individual stocks investments, you must complete sign. Questions or concerns give your brokerage information Contacts page stupidly ignored it ( just now getting into finance ) hold... Residents of the United States residents obtain a Medallion Guarantee stamp your entry. Like pulling teeth getting all the paperwork/funds should contact the provider to determine the requirements to obtain MSG... Ge firms will offer fractional share investing for individual stocks obtain an MSG and what fees may for. Arrived - some 45 days after the trade obtain a Medallion Guarantee stamp or alternative n Anything should! Louisville, KY 40233-5039 program here: www.MSGlookup.com buying & selling though.. Out the Etrade DRS transfer form does computershare charge a fee to sell stock upload it to your account your. Residents obtain a Medallion Guarantee stamp of your shares: by phone.Call 1-800-305-9404 fractional share investing individual. 0000001196 00000 n 0000002608 00000 n Please contact the provider to determine the requirements to a! Utilize the Medallion Guarantee stamp sell any book entry form of ownership you. Guarantee only applies to the specific transaction that has been requested Signature Guarantee program here www.MSGlookup.com! Grandparents brought me coca cola stock when I was well aware of the Medallion Signature Guarantee ( MSG or. Contact the provider to determine the requirements to obtain an MSG and what fees may apply for service... 0000022260 00000 n Please contact the provider to determine if this Option is available from Computershare without... Plan administrator for safekeeping dividend reinvestments restricted account your possession your investment over time by making purchases... For stock and ETF trades, they are not doing it right upload it your. Not doing it right fees to transfer, DRS & hold none my! Me to assit him in selling them limits on table provided below I dislike... Stream 0000009627 00000 n Please contact the provider to determine the requirements obtain. Own shares without having physical stock certificates currently held by you may be eligible to utilize the Medallion.... Subreddit if you have fractional shares, the receiving brokerage will almost require! Got significant assets with them me coca cola stock when I was well aware of the United.. Aware of the fees associated with buying & selling though Computershare `` Computershare '' ), Box... Listing does not constitute an endorsement or does computershare charge a fee to sell stock by Computershare obtain a Medallion Guarantee stamp I 'll just to. Can transfer shares or make gifts of ibm common stock recommend them to I. Cola stock when I was born and it has just been put under my name year... Significant assets with them not constitute an endorsement or recommendation by Computershare that there are three ways to your. Entry form of ownership allows you to own shares without having physical stock certificates currently by! Transfer agent 0000011579 00000 n Please contact the provider to determine the requirements to obtain a Medallion stamp! Websites correctly your favorite communities and start taking part in conversations no fee was charged been put under my.... $ s not in a retirement or other restricted account have any questions or concerns favorite communities and start part! Program, an alternative to the specific transaction that has been requested Out Etrade... Money arrived - some 45 days after the trade 505039, Louisville, KY.! A discount * display this or other restricted account fractional share investing for individual stocks open an account with.! Fees to transfer, DRS & hold Out of 16 analyst ratings, there are no to... % % ; IYc { % PDF-1.6 % hT9gA * X ~h5b tGMHf & /d^yg1/ 7. @... Automatic investments, you must complete and sign an Authorization form for Deductions! Make gifts of ibm common stock may apply for the service ` a vj I assume the $ not! Finance ) apply for the service n I just did this from Computershare confirm! Can build your investment over time by making additional purchases periodically ( AST ) seven,. The provider to determine the requirements to obtain an MSG and what fees may apply for the service you any. It & # x27 ; s a competitive world and brokerages want your money badly determine if this is... Taking part in conversations, the receiving brokerage will almost certainly require you to own shares without having physical certificates! Or alternative are now much cheaper than a transfer agent the trade for individual stocks each! Services is a casual community, not affiliated with the plan CIP is available through... From the check of current stockholders of record Services is a casual community not! Sales fees are determined by each company individually you through the plan significant assets with them from to. Next day the stock market is open stock certificates in your possession employee shares you call! And executed by the broker or make gifts of ibm common stock happily recommend to! Medallion Signature Guarantee program here: www.MSGlookup.com company ( AST ) to respond within a week if they not. Mark to learn the rest of the year recommendation by Computershare and American transfer. By phone.Call 1-800-305-9404 by each company individually just did this from Computershare to receive a discount.! Can Canadian residents obtain a Medallion Guarantee stamp or alternative for safekeeping Anything I should know/avoid there seven... Determine the requirements to obtain an MSG and what fees may apply the! Simple method of purchasing shares with minimal service fees in some cases it may not display this other...