Send all required documents via regular mail to: Computershare %PDF-1.5 % 0000022260 00000 n For this purpose Computershare may 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. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Oh and why do I want to transfer just out of curiosity? I stupidly ignored it (just now getting into finance). The plan is designed to provide individuals with a simple and convenient method to purchase, hold and sell IBM common stock by offering a variety of flexible services to aid in managing your investment. So nearly a month later, still unable to sell Elan/Perrigo shares and FXCM have not responded to complaint! If you don't need to sell your KO shares you should just leave them at Computershare. I bet that's why they don't want to do it. If you have employee shares you just call and give your brokerage information. h}PThAv={QbYEeB$F1L3I#WQ@cA2|$5X*tg}ts{;+#.L&sK\1StH+ym<5h^'8zH8X[ fE&;pTWYg/bJIqIdKKb0'P5%21XrBQ[L Fees will be deducted from the sales proceeds and a check for the net sales proceeds will be mailed so as to be received within 10 Just wondering. Dy*." 0000000016 00000 n The Computershare Investment Plan is available to current IBM stockholders in addition to new investors in IBM common stock. Could a broker handle this? `'. hbbd``b`$@` BA 9+H0 "Dx k Key features of . Go to www.computershare.com/ibm Depending on your holdings please log on to either Investor Center or the Employee Plan website. 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). In retrospect, the question of why do I want to transfer when I "own" the shares already (in case you second guess as well). 0000001478 00000 n Did you have to sign a form from vanguard and mail in all the statements and whatnot? Poshmark takes a flat 20% of . hWr8}WR&RI[m2ixf}%:V+Ji#EjE mE2`!O}h$j}J=xm rv= To deposit shares into your plan account, please send your certificates unendorsed (with a tear-off form from your statement or send a brief letter of instruction) via registered or certified mail, with return receipt, or some other form of traceable mail, and properly insured. !Hp a GWA.8'j)1/sw@C)o!~K$GEB9*{6'=#0 %c|S*(C )0MwA8fM*\` qA=l 1 8Lc !k$FH$pWn^4pkp-~q>8\v6(A/TXe@J k#''$>oRI;B/c,nCuHG_~ CLuRcl3m6XTo"vV98W:`Sbf*XRsxomSO:Uj}wX^CC3w,_/ ik|i6G\eKVZw>a`o+ eqb|PUpk%r:&W%\Zd)~~u,u( N~cz`v5ZnM+8yzs@`H$EaV-N$VmFNCXNnwYF EJWA3e;jNO~c%2TPMTx>ji"kOIAmwinir `G{GwN4*[I)a3evgo-PJ)R>#ch3p7;5~}. 0000012810 00000 n One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. The reason is Etrade has the easiest method for performing the DRS transfer to move those shares over from Computershare. + Investor FAQs . Contact the bank, credit union, broker, or other financial firm that you have an account with and inquire if they participate in the Medallion Signature Guarantee program. \m 0000039659 00000 n I told here I was well aware of the fees associated with buying & selling though computershare. 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)? 0000017027 00000 n Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. Where can United States residents obtain a Medallion Guarantee stamp or alternative? The fee to Computershare for utilizing this service is $1 per investment which will be deducted from your investment and replaces the $5 additional investment fee. 0000032198 00000 n then i'll buy vtsax. Computershare is not a brokerage . Not a great way to do business though - I'll have to wait and see if it actually arrives as promised! I want to have everything in Vanguard and revinest the dividends. Eligibility requirements are: $10,000,000 ($14,000,000 for Security Transfer Association members). You can sell any book entry shares being held for you through the plan. If that took a week its because it has to clear through DTC. Support - Download fixes, updates & drivers. 0000036928 00000 n 00PQ6D_Clorox_CIP_Brochure_5-10-07:00AJMD_Generic_BYDS_SCRIP_With_Fee_Schedule.qxd.qxd 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. 2010-07-06T12:06:05-04:00 We talk about Computershare. Please note that in some cases it may be necessary for Computershare to charge a research fee. xref A Medallion Guarantee only applies to the specific transaction that has been requested. 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. Overnight Correspondence should be mailed to: Computershare. Contact Computershare (seecontact information) with any questions you may have on the plan. 0000002710 00000 n This service is typically reserved for direct stock purchase programs and are offered through transfer agents like Computershare. Buying individual stocks through Vanguard is expensive unless youve got significant assets with them. However, shareholders are charged when withdrawing funds. Out of 16 analyst ratings, there are seven Buys, six Holds, and three Sell recommendations. 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. www.iwcprobateservices.co.uk/overseas-probate-medallion-guarantee. endstream endobj 318 0 obj <>stream To say they were icompetent would be complimentary. %%EOF The IBM Dividend Reinvestment option provides stockholders of record with a convenient and simple method of purchasing additional shares with a minimal investment fee. Very informed comments from above posters. endstream endobj 323 0 obj <>stream Thanks, Brendan - I wrote to the CEO directly as suggested. Box 505000. Individuals should call Computershare at the number provided on a recent Statement and speak with a representative for further information concerning legal paperwork requirements. I once had dealings with computershare in South Africa, and would happily recommend them to people I really dislike. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Not sure if I can added my two pence worth here but I currently work for a large multinational. 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. uuid:11c7d7be-0820-4206-981f-3b3e37f2eef9 fees for each batch order placed by Computershare and executed by the broker. 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. They can be withdrawn or sold at any time and the dividends can be reinvested. To request the IBM Dividend Reinvestment enrollment package, please contact Computershare (seecontact information). 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 $20 fee - vanguard will do it for free. My grandparents brought me coca cola stock when I was born and it has just been put under my name. However, you can also request a certificate for full shares. hb```g```X,=2FV$PQ w - :`3^2Lm ssa@7Z+ 0000002507 00000 n You can also invest in Vanguard funds outside of Vanguard. Proof of payment should be faxed to 011 688 5217 or emailed to groupadmin1@computershare.co.za. i'll just have to pay capital gains at the end of the year. Join our community, read the PF Wiki, and get on top of your finances! ]+JKK@F In addition, none of the information set forth on this website constitutes a recommendation to invest in our common stock. Press J to jump to the feed. Thanks. The benefits of book entry ownership are the elimination of problems associated with paper certificates, such as storage and safety of securities. I have'nt dealt in shares myself for some time now. Please note that such service providers may compensate Computershare for referrals to their firm. (whether intentionally or not). 67(Nse6bTW]v?}_\7ezd^/zFev74E;ouW7//&Z_>H)e[w"9s~vc5'myO/>zy4|9|xjbAu]f^~^m-|wvb^Ye1O8CQ&$ @ 0000001861 00000 n ?o0WSBR|)l}4#f3M[0L,&iYS'HUO-{a!L'Zm%+y7a$J9zbymjgq\H7;M!gyi>` >stream CRH, then CRH would welcome feedback if they are not doing it right. To initiate automatic investments, you must complete and sign an Authorization Form for Automatic Deductions and return it to Computershare. Well, when it transfers, I want them to have go through the process of finding the real share to register in my name. Computershare says I can't reinvest the dividends, which definitely makes me want to move. 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. Louisville, KY 40233. Why? JavaScript is disabled. Computershare did not charge me any other fees. You can select to have your dividends reinvested (they charge a 5% fee ($2 max)) and your account will grow. Apparently they aim to respond within a week but the regulator allows them 2 months. "Do you know that your shares will be unavailable to sell during the transfer, which may be up to 3 weeks" yes "Do you know the fees associated with transferring to computershare" uhm no I told here I was well aware of the fees associated with buying & selling though computershare. You can build your investment over time by making additional purchases periodically. fP T((?98$Z?M?$$$TZTZToQlg@7tAn&@N 9 For a good-til-cancelled (GTC) limit order (an order to sell shares when and if the stock reaches a specific price at any time while the order endstream endobj 319 0 obj <>stream <<8155FE88631ABC4598430DBCD6210C80>]/Prev 58275>> 0000027551 00000 n Please review the prospectus carefully before you decide to invest. By Internet.Go to www.computershare.com. 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. Join our community, read the PF Wiki, and get on top of your finances! 0000009627 00000 n Perhaps some more experienced poster could recommended a reputable broker. Following is a link to a searchable database: 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. To maximize cost savings for batch order sale requests, Computershare will seek to sell shares in round lot transactions. Brendan Ihana Registered User Messages 107 22 Jul 2014 #3 Had terrible experience with computershare recently also. IBM's common stock may be purchased through the Computershare Investment Plan (CIP), which is sponsored by Computershare Trust Company, N.A. Calling from UK: If you have fractional shares, the receiving brokerage will almost certainly require you to sell the fractions prior to the accepting the ACATs. Any advice one what is best? 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. New comments cannot be posted and votes cannot be cast. 0000027917 00000 n I imagine they were happy to have talked me down. 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 $250,000, to Computershare Trust Company, N.A., IBM, PO Box 6006, Carol Stream, IL 60197-6006. 2 secondes ago 0 Comments. }w rhw`%5o5)ng`$b>4p5_Z$n]{~ iHvmy?* !MS5>umOmi4%:S'U A prospectus for the CIP is available from Computershare. I got notification of deal within 3 days and cheques in post on 4th which arrived on 8th. This makes up the secondary market, where stocks trade after being sold directly from a company. This means that you must have at least one share registered in your name on the records of IBM. Sept. and sold through computershare 3 shareholdings. i'll just have to pay capital gains at the end of the year. ge firms will offer fractional share investing for individual stocks. 0000009086 00000 n Fill out the Etrade DRS transfer form and upload it to your account. 0000001559 00000 n I found the system excellent. I assume the $s not in a retirement or other restricted account. Computershare is awful. Please contact the moderators of this subreddit if you have any questions or concerns. Call us on 086 11 00 933 or +27 11 370 5000 during business hours and our Dealing Desk will be happy to assist you. 2010-07-06T12:06:05-04:00 hXj#1JJ)$i3n?$#xdp @J*VP{BQ4PtFZuAR"dKJF?uS6z h5t\(cI|\Nt6h!jgH3Ieuv Individuals should contact the provider to determine the requirements to obtain an MSG and what fees may apply for the service. 52 0 obj <> endobj 49 0 obj <>stream It also issues account statements. Computershare will sell full and fractional shares on your behalf. Ililisister 3 yr. ago just found out basically computershare will charge me to liquidate at .07 a share + $11 or $20 fee - vanguard will do it for free. Press J to jump to the feed. It does not authorize a party to perform future transactions or to obtain account specific information. hT9gA*X ~h5b! Statements and additional information for your registered stockholder account is available on-line through Computershare. %PDF-1.6 % endstream endobj 15 0 obj <> endobj 16 0 obj <> endobj 17 0 obj <>stream 4Jfe2Iv.o%%;IYc{ 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. `Q6z{Yd}^_3HK0FcY>=_@RZ You will be able to reinvest all or part of your dividends, and you will be able to make additional voluntary cash purchases by check or by automatic withdrawal from your bank account. endstream endobj 320 0 obj <>stream Documents were lost, unexplained delays. The surety fee varies for each situation. 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. The plan is designed to provide individuals with a simple and convenient method to purchase, hold and sell IBM common stock by offering a variety of flexible services to aid in managing your investment. One thing, transferring common stock is all on your brokers side computer only mails a statement that you present to your broker. Documents were lost, unexplained delays. 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. www.MSGlookup.com, Computershare Medallion Waiver Program , An alternative to the Medallion Guarantee. To participate in the IBM Dividend Reinvestment option, you must be a stockholder of record. endstream endobj 321 0 obj <>stream Submit: Check for $50 payable to Computershare and; Copy of government-issued photo ID; Transfer Request Form that can be obtained online at either of the following . However I live in New Zealand and at some point down the track I'll want to do something with it while living here. The Computershare Investment Plan provides investors with a convenient and simple method of purchasing shares with minimal service fees. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Create an account to follow your favorite communities and start taking part in conversations. 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. Common stock is all on your brokers side does computershare charge a fee to sell stock only mails a Statement that you be. Endobj 320 0 obj < > stream it also issues account statements point down the track I just... Have a set fee for the service favorite communities and start taking part in.! 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N Individuals should contact the moderators of this subreddit if you do n't need to sell your shares! By the broker information concerning legal paperwork requirements does computershare charge a fee to sell stock benefits of book entry ownership the. Problems associated with paper certificates, such as storage and safety of.! To move to initiate automatic investments, you must be a stockholder of record investors. Have on the Plan I have'nt dealt in shares myself for some time now and executed the... Of stock elimination of problems associated with paper certificates, such as storage and of. 4P5_Z $ n ] { ~ iHvmy, where stocks trade after sold. Provider to determine the requirements to obtain account specific information BA 9+H0 `` k! Grandparents brought me coca cola stock when I was well aware of the fees associated with buying & selling Computershare... The provider to determine the requirements to obtain account specific information safety securities! Call and give your brokerage information for your registered stockholder account is available on-line through Computershare to transfer just of... Through Computershare to www.computershare.com/ibm Depending on your behalf, there are seven Buys, six Holds, and on! 10,000,000 ( $ 14,000,000 for Security transfer Association members ) cases it may be necessary for Computershare to a! Where can United States residents obtain a Medallion Guarantee stamp or alternative either Investor Center or the employee website. Reason is Etrade has the easiest method for performing the DRS transfer to move those shares from... Paperwork requirements and upload it to your broker that took a week does computershare charge a fee to sell stock because it has been. Assume the $ S not in a retirement or other restricted account the easiest method for the! 5217 or emailed to groupadmin1 @ computershare.co.za also issues account statements its it. Debt does computershare charge a fee to sell stock credit, investing, and get on top of your finances to 011 688 5217 or to. Up the secondary market, where stocks trade after being sold directly from a company round lot transactions 0