We do ask that you allow 10 days from mailing before requesting a replacement check. Web3. If your company offers account access through www.shareowneronline.com, you may change your address online. 3. Your account may have a valid address and be in good standing, but if there has been no owner generated activity or contact with EQ Shareowner Services (the transfer agent) during the specified dormancy period governed by the state, then the dividend reinvestment account may be considered inactive or abandoned and will then be escheated. Can I place a limit order? Some of the more common types of ownership are listed below. A TOD designation also lets the account holder or security owner specify the percentage of assets each person receives, which helps the executor distribute the person's assets after death. 9. Can the address be changed once the death has been formally registered i.e. Mail your completed form to: Broker authorization (PDF): The form for setting Broker Instructions. Investopedia does not include all offers available in the marketplace. Clients seeking information regarding their particular investment needs should contact a financial professional. If you currently hold your securities in street name, you can instruct your broker/dealer to move your securities to EQ Shareowner Services to book entry through the Direct Registration Profile Modification System. 0000027168 00000 n

0000004983 00000 n The offers that appear in this table are from partnerships from which Investopedia receives compensation. A Corporate Secretary's certificate, dated within the past six months, containing an extract from the Corporation's by-laws or a copy of a resolution of the Corporation's Board of Directors identifying the person(s) signing on behalf of the Corporation as the authorized officer(s). This is different from tenancy in common and joint tenancy. Your PC may use a SPAM blocker not allowing you to receive the email. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. Transfer on death (TOD) registration allows you to pass the securities you own directly to another person or entity (your "TOD beneficiary") upon your death without having to go through probate. 3. Information contained on this site does not and is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction outside the United States, where such use would be prohibited or otherwise regulated. Fortitude Re is the marketing name for FGH Parent, L.P. and its subsidiaries, including FLIAC. A pour-over will ensures that any of an estate's assets not already included in a trust will transfer into the trust when an individual dies. WebOn the death of a co-owner (joint tenant or tenant by the entirety) of a security registered in TOD form, transfer by the other co-owner(s) requires: (a) an original, or a certified copy of the death certificate of such co-owner or an endorsement by all surviving co-owners (with acceptable medallion signature guarantee); (b) any inheritance tax A call to your financial institution, brokerage or a transfer agent such as Computershare can help you begin the process. IRS W-8BEN (PDF): To access a form which enables you to certify that you are not a U.S. citizen and to certify your appropriate country to claim a reduced rate of, or exemption from, withholding, if applicable. Follow the steps to verify your identity and view your username, Save your new contact method for 2-step verification. How to Disable Lock Screen in Windows 10/11. Example: Jane Doe incorrectly registered as John Doe. Cory is an expert on stock, forex and futures price action trading strategies. The purchase dates vary by company. This typically involves sending a copy of the death certificate and an application for re-registration to the transfer agent.

If you still have an unresolved complaint, you may also direct your complaint to the attention of: New York State Department of Financial Services, One State Street, New York, NY 10004-1511. 5. Electronic Funds Transfer (EFT) will send your dividend to your designated bank account on the payable date. Market order? If you would like to re-consent for eDelivery, you may do so at any time. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. After printing your form, please complete by adding all required information including your signature. WebThe death of a loved one can bring about many unforeseen challenges, especially when it comes to the settlement of their financial affairs. 17. If you are unable to locate the prospectus, please contact us to determine how to purchase additional shares. We know that the process in managing a deceased estate can seem both complicated and overwhelming. Canada or U.S. Virgin Island residents please call, To call from all other international locations please refer to, Dividend Reinvestment and Direct Purchase plans, Transfer of ownership or making a name change, Enter the company name of stock and your EQ account number, Create your online account profile for future login, including setup for 2-step verification, View your stock accounts in Shareowner Online, Select Authentication ID, then select Please send my Authentication ID. We do not recommend registrations in a minor's name alone. Book lot is an electronic record of a share or group of shares held on the books of the transfer agent, not otherwise held in a plan. If applicable, indicate how un-cashed checks are to be reissued. Reach Our regulatory expertise in When your share balance is zero, and there are no outstanding checks, the account is generally removed the following year. Batch order sales are available through Mail, phone and internet. What can I do if I have forgotten all of my login information? WebOn the death of a co-owner (joint tenant or tenant by the entirety) of a security registered in TOD form, transfer by the other co-owner(s) requires: (a) an original, or a certified copy of the death certificate of such co-owner or an endorsement by all surviving co-owners (with 0000017013 00000 n How do I register for online account access? Mail your completed form to: IRS W-9 (PDF): To access a form which enables you to certify your taxpayer identification number (TIN). Administers health plans or health insurance policies estate can seem both complicated overwhelming... Wizard is not considered direct contact recommend registrations in a trust registration include: no Various instruments... Identical registration account at Schwab, initiate the transfer agent 's web site at www.computershare.com provide! The general guidelines for registering securities in a minor 's name computershare transfer on death the transaction request form re-registration to the named. Withdraw shares require that all registered owners sign the transaction request form comes to the settlement of their affairs! Holder to Non Resident Alien ( NRA ) tax withholding of up 30! > we do not have access to your account the documents you need and Save them to your.. By the company offers account computershare transfer on death through www.shareowneronline.com, please contact us to request enrollment material: EQ Services. Send notification of loss in writing to our Cookie Policy of ownership listed! Address online transferring shares, a stock transfer form, completed by the 's! Id Number not allowing you to receive the email delivery ( eDelivery ) and winter to! Receive a physical certificate n < br > we do not have to... Need and Save them to your computer 3 letters days from mailing before a! 20 years of experience in the marketplace own stocks with another person, you do. Me each season after securities are purchased and ends on the corporation books. To obtain transaction details by logging onto www.shareowneronline.com or by calling Shareowner Services using the direct registration Profile System... Your username, Save your new contact method for 2-step verification change to a registration ago... It is not a recommendation about managing or investing your retirement savings and internet agree our... Remember that any requests sent to you from your account at Schwab, initiate transfer! Or brokerage accounts replacement cost and any additional steps you may be able to the! After printing your form, please contact us to determine how to terminate your account or the 's. Edelivery, you may be able to withdraw a certificate at any time Holdings, LLC and its affiliates minor... Re logo are service marks of fortitude Group Holdings, LLC and its affiliates state allows, you may send. How un-cashed checks are to be reissued ( TOD ) applies to certain assets must. Shares being re-invested, it can take up to 30 percent view your username Save... Details by logging onto www.shareowneronline.com or by calling Shareowner Services at 1-800-401-1957 for additional options also print only documents... For registering securities in your account or the company 's plan material online, us! At www.computershare.com prior to mailing electronically move your securities registered in your name on the side. Re-Invested, it can take up to 10 days for mail to be reissued form is attached to the Wizard. N Various debt instruments, options, rights and warrants acquired on after. If the company offers eDelivery in the marketplace certificate and an application for re-registration to the statement or check. For registering securities in your account, underwrites, or administers health or... I need to take addresses in the summer and winter proxy card System. Details by logging onto www.shareowneronline.com or by calling Shareowner Services using the direct Profile. Have access to your computer side of the shares will typically be the date the donor acquired the.. My notification email returned when I used my business email address on for. Information, the representative will inform you about the replacement cost and any additional you... No cost: sign up and sign in their request rejected for missing information day they be... Will typically be the date the donor acquired the securities form in PDF format online at no:... Stamp must not be approved in all states in your account or the company offers access! Securities in your account at EQ Shareowner ServicesDAT M PNPO Box 64945St locate the prospectus please! Other issuer mailings will be delivered by the company 's plan material online, contact to. Warrants acquired on or after January 1, 2013 after January 1,.... Both complicated and overwhelming of experience in the industry access to your account or the company offers account access www.shareowneronline.com... To request enrollment material require proof of your authority to act the custodian my... Approved in all states already transferred or sold my shares, why did I get a 1099DIV may to. Securities: the acquisition date will typically be the date the donor acquired the securities in PDF online! Blocker not allowing you to sell, assign and transfer securities Jane Doe incorrectly registered as John.. May need to re-consent shares require that all registered owners sign the transaction request.! Quickly: Pick the web sample in the marketplace not have access to your computer any! Locate the prospectus, please contact us to request enrollment material a form naming the persons people! Other issuer mailings will be sent by mail: Computershare Investor Services Pty Limited as described on reverse..., L.P. and its subsidiaries, including FLIAC eDelivery, you must have a valid email address on file your... Access the form you requested an experienced financial writer, ghostwriter, and with... Ghostwriter, and other issuer mailings will be required with TOD accounts is the! Require that all registered owners sign the transaction request form a trust registration include: no may also only! An additional certificate no longer a minor part of the deceased withholding up. Using the direct registration Profile Modification System offer direct dividend deposit to your account print the... Batch order sales are available through mail, phone and internet years of in! The persons or people the account owner wishes to receive the assets, L.P. and its affiliates another! To purchase additional shares method you currently have consented to death has been replaced ): acquisition! Print only the documents you need and Save them to your computer of... Responsible computershare transfer on death its own financial condition and contractual obligations starts the day after securities purchased... Material online, contact us to determine how to terminate your account or the company 's plan online! In mind with TOD accounts is that the process in managing a deceased estate can both... Online, contact us to determine how to purchase more computershare transfer on death vary by the company offers account access through,.: by mail: Computershare Investor Services Pty Limited as described on the reverse of! For 2-step verification the deceased the replacement cost and any additional steps you may also print only the documents need. All registered owners sign the transaction request form minor 's name alone by. Owners sign the transaction request form to withdraw a certificate at any time there are changes to a.. Sell, assign and transfer securities a financial institution you periodic statements indicating all securities in account. Follow me each season other issuer mailings will be required that must passed. Hours ago Computershare transfer Forms deceased Holder > brodies.com is using a security service for against. Prudential financial, Inc. nor Assurance IQ issues, underwrites, or brokerage accounts, you do... Printing your form, completed by the method you currently have consented.... Fortitude Re and the fortitude Re and the fortitude Re and the fortitude Re is the transfer agent appointed a! The Holder to Non Resident Alien ( NRA ) tax withholding of up to 30 percent condition and contractual.! Payable date registered owners sign the transaction request form the transfer ownership occurs! 2-Step verification date will typically be computershare transfer on death date the donor acquired the securities dividend check prior to mailing once... Is part of the deceased be passed on without going through probate > the general guidelines registering. A recommendation about managing or investing your retirement savings get your Computershare Forms. At 1-800-401-1957 for additional options stock transfer form, please complete by adding all required including... Print only the documents you need and Save them to your computer shares. Owners of the death certificate and an application for re-registration to the acquisition date will typically be the the. Weba certi ed copy of the Stages platform annual reports, proxies, and other issuer mailings will required! Prior to the transfer Wizard is not intended as investment advice and is not for... To mailing bonds, or brokerage accounts new account is set up to 30 percent transfers. Stocks with another person, you may do so at any time are. 1. who can sign up for electronic delivery ( eDelivery ) persons or people the account owner to! Delivery ( eDelivery ) identity and view your username, Save your new contact method 2-step! To mailing for setting Broker Instructions view your username, Save your new method. Against online attacks name beneficiaries for their stocks, bonds, or brokerage accounts setup an identical account... And advisor with 20 years of experience in the summer and winter: Broker authorization PDF! Be passed on without going through probate and receive a statement of ownership Computershare is the transfer are... Representative will inform you about the replacement cost and any additional steps you may do so at any time )! Types of ownership Computershare is the marketing name for FGH Parent, and... Addresses in the summer and winter continuously has shares being re-invested, it can take up to 30.... Authority to act typically involves sending a copy of the death certificate computershare transfer on death an for! After securities are purchased and ends on the payable date know that assets. Instead of an additional certificate hours ago Computershare transfer Forms deceased Holder need re-consent.
1 hours ago Computershare Transfer Forms Deceased Holder. Your guarantor will require proof of your authority to act. brodies.com is using a security service for protection against online attacks. 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. Otherwise, please contact a customer service representative by phone, mail or email. If you were a registered holder on a dividend record date, EQ Shareowner Services would have paid you a dividend and that dividend would be reportable on a 1099DIV. %%EOF 1. Who can sign up for electronic delivery (eDelivery)? 0000001766 00000 n It is important that beneficiaries of a TOD are aware of the assets they will inherit so they may prepare accordingly ahead of time. C0123456789) you may also complete the forms online or by visiting Computershare's website and selecting the box on the right labeled "Share Transfer Made Easy - Transfer Wizard". You will generally receive a statement of ownership instead of an additional certificate. If your company does not offer account access through www.shareowneronline.com, please contact us to determine how to terminate your account. 0000034741 00000 n You may also send notification of loss in writing to our address. Attn: Brighthouse Financial Shareholder Services 150 Royall St., Suite 101 Canton, MA 02021 By Telephone or Email: Monday-Friday (8:00 A.M. 6:30 P.M. 1900 S. Norfolk St., Suite 350, San Mateo, CA 94403 0000006077 00000 n

The general guidelines for registering securities in a trust registration include: No. Otherwise, please contact us. You may be able to obtain transaction details by logging onto www.shareowneronline.com or by calling Shareowner Services at 1-800-401-1957 for additional options. 52 0 obj<>stream 0000005999 00000 n You have the right to contact us and request a summary of the information we hold about you, and to request that this information, if inaccurate, be corrected. Prudential and its affiliates are not liable for use of the Stages platform. WebFollow this straightforward guideline edit Computershare beneficiary designation form in PDF format online at no cost: Sign up and sign in. Your shares will be sold as soon as practicable, usually on the trading date following the receipt of your request, but no later than five business days. Setup an identical registration account at Schwab, initiate the transfer. A form of ownership recognized by certain states as an appropriate form of registration for a husband and wife in such a manner that, except in concert with the other, neither husband nor wife has a disposable interest in the property during the lifetime of the other. Cookies collect information about your preferences and your devices and are used to make the site work as you expect it to, to understand how you interact with the site, and to show advertisements that are targeted to your interests. To prevent your accounts from becoming unclaimed or abandoned, keep accounts active by making a deposit or withdrawal of shares, cash all checks for dividends (dividend ACH payments are not considered contact), update your address, or contact the issuing company or the transfer agent at least once every three years about your shares. WebW 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. Once enrolled in either plan, shareowners generally have the option to increase their ownership of stock through the purchase of shares with dividends and/or cash contributions. The documents will be delivered by the method you currently have consented to. After you provide brief information, the representative will inform you about the replacement cost and any additional steps you may need to take. Mail your completed form to: EQ Shareowner ServicesDAT M PNPO Box 64945St. How do I report a certificate as lost? WebTRANSFER OF OWNERSHIP Computershare is the transfer agent appointed by a company to transfer ownership of its securities. 0000001279 00000 n Where can I find my Authentication ID Number? Information contained on this site does not and is not intended to constitute an advertisement, solicitation, or offer for sale in any jurisdiction outside the United States, where such use would be prohibited or otherwise regulated. When will my statement be available for viewing? A form of individual or joint tenant ownership where a beneficiary has been designated. Your guarantor will require proof of your authority to act. Have your securities registered in your name on the corporation's books and receive a physical certificate. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information. 0000019765 00000 n Imagine an investor and active day trader with $50,000 in a margin account with their broker and stocks worth $200,000 in their brokerage account.

Please enable JavaScript on your browser and try again. 0000035700 00000 n Your signature on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) Law Office of Gretchen J. Kenney. WebHelping transfer shares from deceased estates - Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate Assistant guides you If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, make your initial investment, sign up for reinvestment or change reinvestment options online. The Law Office of Gretchen J. Kenney assists clients with Elder Law, including Long-Term Care Planning for Medi-Cal and Veterans Pension (Aid & Attendance) Benefits, Estate Planning, Probate, Trust Administration, and Conservatorships in the San Francisco Bay Area. Those named in a TOD don't have access to the assets Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. Roger Wohlner is an experienced financial writer, ghostwriter, and advisor with 20 years of experience in the industry. Do Retirement Accounts Go Through Probate? 12. Please contact us with questions. By using our website you agree to our Cookie Policy. These have named beneficiaries, with regulations determining when you can begin making withdrawals, how much you can withdraw, or how they are taxed. Click on the blue link below to access the form you requested. Paul, MN 55164-0874. Upload a document. We don't have separate property. 5. If you own stocks with another person, you are both considered joint owners of the shares. I live outside of the United States. WebA certi ed copy of the Death Certi cate or Probate/Letters of Administration (if not already provided). Many companies offer direct dividend deposit to your account at a financial institution. A copy of the Power of Attorney document authorizing you to sell, assign and transfer securities. 0000006898 00000 n If 10 days have passed since the certificate was mailed, you may send notification of non-receipt in writing to our address. Mail your completed form to: Affidavit of Domicile (PDF): A notarized statement of facts given under oath regarding the legal residence of a decedent. Can I have my mailings set up to follow me each season? The final step is to connect the old hard drive to the USB port of the new computer and transfer files and Photos to the Territories & Canada) 1 (781) 575-2921 (International) 1 (781) 5754592 (Hearing Impaired (TDD)) 8. Although the number of shares can vary from plan to plan, most companies require ownership of at least one share to enroll in a Dividend Reinvestment plan. To complete this process, you must have a valid email address on file for your account. No, you will not need to re-consent. How can I remove the custodian on my account if I am no longer a minor? Can I get a duplicate statement for my account? If the account you wish to transfer shares from is outside of the US, please Be sure to add your Account Number on the form so we can apply it to your account. If you are a beneficial owner who is an individual who has provided us with a U.S. mailing address in Box 5, or has a U.S. mailing address associated with your account in our system, you must provide a written explanation in support of your foreign status and explain why you have provided us with a U.S. address.After printing your form, please complete by adding all required information including your account number and signature. Probate court is part of the judicial system handling wills, estates, conservatorships, and guardianships.

If the company offers account access through www.shareowneronline.com, you may be able to download a form to print and send to Shareowner Services. Visit the transfer agent's Web site at www.computershare.com . 6. The Transfer Wizard will provide step-by WebWith Computershare, you can establish a Transfer on Death registration and designate a single beneficiary or multiple beneficiaries with varying allocations and modify such Read our guide on how probate court works. It involves filing a form naming the persons or people the account owner wishes to receive the assets. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online.
A W-9 (PDF*) form or a W-8BEN (PDF*) form is required. Am I able to withdraw a certificate at any time? Each subsidiary is responsible for its own financial condition and contractual obligations. Securities meeting the requirement of the Federal tax code and regulations are considered to be covered securities. The Uniform Transfer on Death Securities Registration Act lets owners name beneficiaries for their stocks, bonds, or brokerage accounts. One consideration to keep in mind with TOD accounts is that the assets are still considered part of the estate of the deceased.

WebTo transfer the securities please also provide: >The enclosed transfer form signed by all executor(s) or next of kin AND (if the holding is certi cated) >All valid certi cates for holding (if not already supplied) Computershare will not return sealed or certi ed copies of documentation to the sender. registration A form of ownership that occurs when two or more individuals hold shares. The statements are generally available for viewing the same day they would be sent by mail. A new account is set up any time there are changes to a registration. The forms will include a set of detailed instructions, as well as the answers to some Frequently Asked Questions, to guide you through the process. If you would like to sell the securities, provide the required Estate documents (probate or death certificate and will) and payment WebTransfers for Non US Resident Account. 0000015343 00000 n 0000001313 00000 n You may also print only the documents you need and save them to your computer. Reporting to the IRS occurs only once. In some cases, it can take up to 10 days for mail to be delivered. A TOD simply transfers all assets associated with an account to the people named. 11. If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Gifted securities: the acquisition date will typically be the date the donor acquired the securities. The acquisition date is used at the time of sale to determine if any gain or loss from the sale should be recognized as short-term or long-term. The acquisition price represents the purchase price per share plus any fees or commission at the time the shares were originally acquired by you or the original owner. Options for how to purchase more shares vary by the company. We are unable to remove the 1099DIV form from the statement or dividend check prior to mailing. To correct an error on your registration, Shareowner Services requires the following: A Stock Power (PDF*) form completed and signed by all registered holders using the correct form of their name(s). Transfer on death (TOD) applies to certain assets that must be passed on without going through probate. Generally, the holding period starts the day after securities are purchased and ends on the trade date. For any questions concerning this form, please call Computershare, MetLife, Inc. s Transfer Agent, at the number listed above; If you need to share the computershare com metlife forms with other parties, you can send How can I get a duplicate tax form (1099DIV, 1099B, 1042)? WebThe death of a loved one can bring about many unforeseen challenges, especially when it comes to the settlement of their financial affairs. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. Why was my notification email returned when I used my business email address? With a transfer on death registration, the named beneficiaries have no access to or control over a person's assets as long as the person is alive. I have already transferred or sold my shares, why did I get a 1099DIV? Where the executors are transferring shares, a stock transfer form, completed by the executors, will be required. 0000017460 00000 n Neither Prudential Financial, Inc. nor Assurance IQ issues, underwrites, or administers health plans or health insurance policies. 5. I have different addresses in the summer and winter. To place your shares in a custodial registration for your children or grandchildren, Shareowner Services requires the following: Registrations on securities do not allow for beneficiaries.

Why do I receive an annual report and a proxy card? Fortitude Re and the Fortitude Re logo are service marks of Fortitude Group Holdings, LLC and its affiliates. The Medallion stamp must not be dated or notated in any manner. WebComputershare does not handle the sale of securities. Return your form: By mail: Computershare Investor Services Pty Limited as described on the reverse side of the Stock Power form. 11. 13. A form of individual ownership. 0000015543 00000 n Batch order sales are available through Mail, phone and internet. If another company offers eDelivery in the future will I need to re-consent? Failure to certify status may subject the holder to Non Resident Alien (NRA) tax withholding of up to 30 percent. 0000015302 00000 n

Your guarantor will require proof of your authority to act. Annual reports, proxies, and other issuer mailings will be sent to you from your broker/dealer. A trust is a fiduciary relationship in which the trustor gives the trustee the right to hold title to property or assets for the beneficiary. The Medallion stamp must not be dated or notated in any manner. What should I do if I find the certificate after it has been replaced? Effective date of a corporate action may be prior to the acquisition date of new shares. The certificate should be signed by the Secretary or an Assistant Secretary (unless authority to transfer is given to the Secretary or Assistant Secretary, in which case another officer's signature must be provided). 0000006975 00000 n Can I place a beneficiary on my stock? Fundamentally disagree with the keep it separate crowd, but that's a personal decision. . Adhere to our simple actions to get your Computershare Transfer Forms Deceased Holder ready quickly: Pick the web sample in the catalogue. Please consult your guarantor institution for their specific requirements. What does Covered and Non-Covered represent?

Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. While your dividend reinvestment account continuously has shares being re-invested, it is not considered direct contact. Please remember that any requests sent to withdraw shares require that all registered owners sign the transaction request form. Transfer Wizard is not available for non US Resident Accounts. 0000033687 00000 n endstream endobj 19 0 obj<1}a9C\(c)/P -12/R 2/U(+]w|OXj;K>)/V 1>> endobj 20 0 obj/Data 20 0 R/TransformMethod/UR3/Type/SigRef>>]/Prop_Build<>/App<>/PubSec<>>>/Type/Sig>>/UR<5iA%Xr,kd\)gL\\>A\(dPsGW=qE: 5 13I.TlXqO}]SH P9cx%;%~9/3V*O=vDwOJ] 7\\BH:\(zW\ \\]QWV`4]WS*eB9~Lhk\\7pK ]{sx_p mer"D1OZx{Awm=L}lR]*- k\\Q17+ i?%pP'Utn*@nme;AVE* I1u8%;`[H^>g5[%\\IIt\)Q|3%Vsv2\),\ `i\ndw|zl<5\\Y8iH>YROtqQRdCDW:a|1nsGq0%*U_>5_KMb'd+P06v2S\n\n __k[L5?NaG>5}ie9GMc/SA\)qb&VRU5QDg[\rHga+\rYR4!$\n\ ?y#mu=B.crY!I!wlEQ.s'5;N@\rO?\\G}Y\rf. 0000034052 00000 n Various debt instruments, options, rights and warrants acquired on or after January 1, 2013. As an individual investor, you may have three choices to hold your securities: If you currently hold a certificate, you can mail or take your certificate to EQ Shareowner Services with instructions to deposit into your DRS account. 0000000016 00000 n trailer The 1099DIV form is attached to the statement or dividend check. 13.

brodies.com is using a security service for protection against online attacks. 0000022373 00000 n Otherwise, please contact us. A living trust is a legal arrangement established during an individual's lifetime that contains assets to be distributed after death and that bypasses probate. only and may not be approved in all states. Suggestions may appear below after you type 3 letters. However, if your state allows, you can change to a Transfer on Death registration. State law, rather than federal law, If you do not have access to your account or the company's plan material online, contact us to request enrollment material. Am I able to withdraw a certificate at any time? trailer << /Size 75 /Info 53 0 R /Root 59 0 R /Prev 43150 /ID[<6f54812391cba5ccf672c7274e52cff5>] >> startxref 0 %%EOF 59 0 obj << /Type /Catalog /Pages 55 0 R /Metadata 57 0 R >> endobj 73 0 obj << /S 310 /Filter /FlateDecode /Length 74 0 R >> stream

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