Complete documents for receiving your entitlement proceeds related to a merger or other corporate action, Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset, Vanguard Partners With EQ To Offer Stock Plan Administration To 401(k) Participants, EQ And Global Shares Announce A Strategic Partnership To Serve Corporate Equity Compensation Needs, Going Public? Please contact a customer service representative to determine which options are available to you. Unclaimed property (also known as abandoned property) refers to tangible and intangible property held by companies and financial institutions that has remained unclaimed due to no owner-generated activity or direct contact for a specific period of time. To view your online documents you will need Adobe Acrobat Reader. Read more on the topic of why companies need a transfer agent. Certificate of Fiduciary Authority (Shareowner Online), PIN form This personal identification number (PIN) form (Shareowner Online), Specific Power of Attorney for Multiple Security Owners (Shareowner Online), Form W-8BEN: Certificate of Foreign Status of Beneficial (Shareowner Online), AFFIDAVIT OF DOMICILE COUNTY OF ) , being (Shareowner Online), Form W-9: Request for Taxpayer Identification Number and (Shareowner Online), Sale Request / Certificate Deposit Form (Shareowner Online), Letter of Instruction (Shareowner Online). Get started with our no-obligation trial. Form 1099-DIV, 1099-INT, 1099-MISC and/or 1099-NEC will be mailed by January 31 Form 1099-B will be mailed by February 15 Form 1042-S will be mailed by March 15. 11. Facebook Profile. For any additional questions, we look forward to helping you through one of the following Contact Us methods. Instruct EQ Shareowner Services to sell your securities (according to the terms of the company's Dividend Reinvestment plan, Direct Purchase plan, or Direct Registration sales feature); To see if this option is available for your stock, please refer to information on the back of your account statement or log into shareowneronline.com and view your stock. Instruct your broker/dealer to electronically move your securities from your account at EQ Shareowner Services using the Direct Registration Profile Modification System. Failure to certify the SSN or EIN may subject the holder to federal tax withholding of up to 31 percent. 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. A list of plans administered by Shareowner Services is available online at www.shareowneronline.com. 11. EQ's DTC contact information EQ's Customer Care Center EQ's Location EQ's LPA number Still have questions? Learn more about our culture, businesses, and life at GE. Please check with a Customer Service Representative if you are unsure of your state's statutes. By using our website you agree to our Cookie Policy. as described on the reverse side of the Stock Power form. It enables stockholders to be directly registered on the records of the corporation in book-entry form, with no need for a physical stock certificate. Creating the energy technologies of the future and improving the power networks that we depend on today. 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). Offering a suite of products to help unlock the full potential of additive manufacturing. This is different from tenancy in common and joint tenancy. Market order? Our corporate portal for issuers to view information and perform transactions. How do shares and checks become unclaimed property? Hours are Monday through Friday from 9:00 a.m. to 4:00 p.m. Central Time, excluding holidays. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. Mail your completed form to: Stock Power and Transfer Instructions (PDF): The form for transferring ownership of your shares or requesting a name change. 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. Enter the name of the company in which you own stock. Equiniti Trust Company (EQ) transfer agent and registrar for GE. The signature of the authorized officer on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) Have your securities held in book entry form under direct registration by EQ Shareowner Services, your corporation's transfer agent. Gifted securities: The acquisition price will be determined by the donors basis, unless the fair market value (FMV) on the date of the gift is less than the donors basis. EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100. corrections to abbreviation, street/city/zip code) to improve deliverability. 9. Note that sales are subject to a fee of $10 per transaction plus $0.15 per share sold. The statements are generally available for viewing the same day they would be sent by mail. How can I transfer the shares on my account? 8. You are urged to consult your tax advisor with respect to the application of U.S. federal tax laws to your particular situation. This document is locked as it has been sent for signing. To transfer your shares to a trust, Shareowner Services requires the following: Yes. If the company offers account access through www.shareowneronline.com, you may be able to view the plan's prospectus online. Party two will complete a Stock Power form and forward the Stock Power and POA for Multiple Security Owners, along with any other documents required for transferring ownership of securities. If you have had any property escheated to a state, you will need to contact the state your property was turned over to. Please fill in the form and a representative will contact you within one to two business days. The signatures of both parties on the Stock Power form must be guaranteed in the Medallion format by an eligible guarantor institution (e.g., bank, broker, credit union, etc.) Your account number appears on your account statements, tax forms, and proxy information. Annual meeting material is usually mailed 30 to 45 days prior to the meeting and shareowners are urged to vote by returning a completed proxy card, voting by phone or via the Internet. The amount of time is determined by each state. 3. TUTTI I PRODOTTI; PROTEINE; TONO MUSCOLARE-FORZA-RECUPERO Cost basis will be available for shareholder transactions 15 days after the transaction has posted to our system. Why does the word corrected appear on my tax form 1099DIV/1099B? How do I transfer shares for a deceased shareholder? Otherwise, please contact us. Although options vary somewhat by company, generally you may request a certificate by phone or in writing by mail or fax. Otherwise, please contact a customer service representative by phone, mail or email. the name of the trust or the grantor or in the case of a trust under will, the name of the deceased; and the date of the trust (not applicable for a trust under will). Box 64874 St. Paul, MN 55164-0856 View your portfolio and investment plans, buy stocks directly from companies, download forms and get answers on your stock accounts. 0436 arcola securities, inc. 0166 ascensus trust company 2563 associated bank, n.a. Upon the death of the individual, the shares are subject to probate proceedings. File type: PDF. 4. If your company offers account access through www.shareowneronline.com, you may change your address online. 2. Your Authentication ID is provided upon request and will be sent by mail. Please refer to the tax disclosure included in the General Electric Company Series D preferred stock prospectus for additional information. Walk-in counter services are available at our Mendota Heights and Milwaukee offices. Canada or U.S. Virgin Island residents please call, To call from all other international locations please refer to. Am I able to withdraw a certificate at any time? Your guarantor will require proof of your authority to act. 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.) The tax year that is available for viewing a 1099DIV or 1099B is dependent upon when you consented for eDelivery. You must instruct us in writing if you wish to elect to use the averaging method. We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Box 64874 St. Paul, MN 55164-0874. Box 64854 St. Paul, MN 55164-0854. Set a password to access your documents anytime, You seem to be using an unsupported browser. What happens to my eDelivery documents and communications if I transfer all the shares out of my account(s)? Yes. Mail your completed form to: EQ Shareowner ServicesPO Box 64874St. Both the automated phone system and a customer service representative can request a form that will be mailed within two business days. Walk-in counter services are now available at our Mendota Heights and Milwaukee offices. When using the Contact us link, select the Privacy Information Request from the drop down selection. Wells Fargo Shareowner Services (Shareowner Services), a division of Wells Fargo Bank N.A., has served as the transfer agent & registrar for GE. Options for how to close your account are located on your statement's share transaction request. The election can be revoked up to one year from the date of the election or until the first sale or reportable transaction. 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, Answer for a pre-defined Security Question, Select "Account Number", "Authentication ID" or "Employee Number*", Enter your Account Number or Employee Number and select the company name of Stock held or your Authentication ID, Enter the answer to your Security Question, Enter your Account Number or Employee Number and select the company name of stock held or your Authentication ID, Select "Recover Account with Email Verification", Select information that you have available for your ID and Verification Number, then enter your information*. Send to someone else to fill in and sign. MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. Shareowner forms are available at: shareowneronline.com. In both situations, you will receive a statement of ownership from EQ Shareowner Services acknowledging your DRS book entry position once the change has been made. After printing your form, please complete by adding all required information including your signature. We do not recommend registrations in a minor's name alone. Overview of General Electric Capital Corporation merger with and into GE. shareowneronline dtc number . New changes to improve your online experience. Many companies offer direct dividend deposit to your account at a financial institution. Our technology, global network, and exceptional team is fueled by a missionbuilding a world that works. In the spaces provided on the Stock Power form, provide the proper description of the shares and indicate how the shares are to be reissued, including correct name(s), address and Employer Identification Number (EIN) or Social Security Number (SSN) for the new registration. They will not be held in certificate form. Why do I receive an annual report and a proxy card? We recommend you use a traceable mail method and insure the package for 5% of the current market value of the shares. Mail your completed form to: Personal Identification Number (PIN) (PDF): Personal Identification Number (PIN): Use to access a form for establishing a Personal Identification Number (PIN) to process transactions using the automated telephone system. Accordingly, EQ will serve as the transfer agent and registrar for GE Common Stock. 6. Letter of Instruction (PDF): A form to request information or a transaction that may be printed and mailed into our office. Regulated Investment Company (RIC) stock acquired on or after January 1, 2012. Explore GEs recent and historic SEC filings. Postal Service change the mailing address on my account? For transaction specific information, call: 1-800-401-1957 14. Have your securities registered in your name on the corporation's books and receive a physical certificate. Your guarantor will require proof of your authority to act. 9. Need a form? 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. A Small Estate Affidavit prepared in accordance with the provisions of Small Estate Requirements for the state where the decedent was a resident. Be sure to add your Account Number on the form so we can apply it to your account. When your share balance is zero, and there are no outstanding checks, the account is generally removed the following year. What tax forms are available by eDelivery? In order to request your Authentication ID, you will need the following information: Go to www.shareowneronline.com and select "Register". The strategy lets you set up a recurring expense or to make an one-time investment. 5. You may also obtain a duplicate form by calling our Shareowner Relations Department. To view documents for private transactions, please log into the password-protected Website, Issuers Determination and Communication of traded on an established securities market Status and Issue Price of Newly Issued Debt, Notice to Holders of certain medium-term notes issued by Subsidiaries of the General Electric Company. TDD callers, please use 651.450.4144 General Mailing Address: EQ Shareowner Services Shareowner Services P. O. Shareowner Services EQ can provide you information and requirements on transfer of stock ownership, Direct Registration Services, dividend payments, dividend check replacement, direct deposit of dividends, lost stock certificate replacement, stock certificate safekeeping, duplicate 1099-DIV and 1099-B forms, change of address and account status. Why Companies Are Considering SPACs Instead Of A Traditional IPO, EQ U.S. Named Winner Of The Milwaukee Top Workplaces 2020 Award. Please see attached notice for additional details. We are required to withhold taxes on dividends for anyone that does not have a certified Employer Identification Number (EIN) or Social Security Number (SSN) on our records. Options for selling Market, Limit and Stop orders may vary by company. You're on your way to completing your first doc! Wells Fargo Shareowner Services (the Transfer Agent who administers your shareholder account) is now EQ To purchase stock through a Dividend Reinvestment plan, please refer to your plan prospectus or to your statement. The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. Were continuing to do all we can to support our customers and employees during this unprecedented time. Access Issuer Online. Each year, shareowners are sent an annual report together with notice of the company's annual meeting and a proxy statement that contains the details of the meeting. 5. If the stock is held in certificate form, we suggest you use registered mail, insured for 5% of the current market value of the shares. The Medallion stamp must not be dated or notated in any manner. What does Covered and Non-Covered represent? MailEQ Shareowner ServicesPO Box 64874St Paul MN 55164-0874, Overnight MailEQ Shareowner Services1110 Centre Pointe Curve,Suite 101,Mendota HeightsMN 55120-4100. 1. Mail your completed form to: Contact one of our customer service representatives to report a certificate as lost. Stop order? as described on the reverse side of the Stock Power form. Upon the Merger, the obligations of GECC under its then outstanding debt obligations were assumed by GE (the "GE Debt Assumption"). Together, EQ + AST will help you reach your organizational goals, starting with taking care of your most important asset: your people. Click the verification link in your email to start sending, signing and downloading documents. Investors will be required to go to the state to reacquire them, but if the state has sold their shares, they will have lost all dividends and any increase in value. Inherited securities: the acquisition date needs to be adjusted since all sales of inherited securities are considered long term. Receipt of stock as a gift when the FMV is less than the donors basis requires this dual basis tracking because special requirements regarding the recognition of any gain or loss when it is sold apply, as explained in IRS Publication 551. You will be required to update your email address during the consent process. If your company offers account access through Shareowner Online, you may view and print the previous year's tax forms online. If your company offers account access through www.shareowneronline.com, you may request a replacement check online. A custodian may be created under the Uniform Transfer to Minors Act (UTMA) for your state. I live outside of the United States. 13. 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. If the company you are interested in offers account access through www.shareowneronline.com, you may be able to view the plan material, sign up for reinvestment or change reinvestment options online. 5. . How can I obtain copies of statements that I cannot view on the eDelivery document page? I have different addresses in the summer and winter. Escheatment is the process of turning over the unclaimed (abandoned) property to the correct state, in turn making the state the legal owner of the property until claimed by the rightful owner. 17. 7. 14. 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. EQ Shareowner Services is GEs transfer agent and administers all matters related to stock that is directly registered with GE. The Medallion stamp must not be dated or notated in any manner. 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. View your portfolio and investment plans, or buy stocks directly from the company. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. 4. Read GEs 2022 Proxy Statement, vote your shares and access the 2022 Annual Meeting. Easily enroll online (if available) in your company's plan, view your account, download Employee Plan materials, change your enrollment, make transactions and more. Request a physical certificate from EQ Shareowner Services and deliver the certificate to your broker/dealer to sell. To remove a deceased Trustee from the account, Shareowner Services requires the following: To divide or transfer shares due to a divorce, Shareowner Services requires the following: To change a corporate registration, Shareowner Services requires the following: The certificate should state that the extract of the by-laws or copy of the resolution is true and complete and in full force and effect. POA for Multiple Security Owners (PDF): This specific Power of Attorney is designed to facilitate the transfer, redemption, sale, or liquidation of a security that is held by multiple registered owners when all owners cannot be present to provide their signature(s) and secure a Medallion Signature Guarantee. A form of individual ownership. Other parties need to complete fields in the document. If they are lost, the investor will have to pay to replace them. Once completed you can sign your fillable form or send for signing. Your broker/dealer will send you periodic statements indicating all securities in your account at the broker/dealer. If you do not want your shares disposed of in FIFO order, you must specify in writing the following for the securities you would like sold, transferred, or withdrawn: Averaging only applies to covered shares held in plans for which the written plan documents require that at least 10 percent of every dividend paid is reinvested in identical stock. The maximum cash investment during any calendar year is $150, 000. This document has been signed by all parties. Use of most services provided by the regulated DTCC subsidiaries generally require membership in that subsidiary. The abandonment period for each type of property is defined by each states Unclaimed Property Statutes. 4. 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. Your guarantor will require proof of your authority to act dated or notated in any.! Capital corporation merger with and into GE help unlock the full potential of additive manufacturing date... Profile Modification System else to fill in and sign for the state your property was turned over to the 's... Defined by each state canada or U.S. Virgin Island residents please call, to call from all other international please! Automated phone System and a customer service representative by phone, mail email! Estate Affidavit prepared in accordance with the provisions of Small Estate Requirements for the state your was. Seem to be using an unsupported browser a list of plans administered by Shareowner requires. 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