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- Click ‘Get Form’ to open the Transfer Request form in the editor.
- Begin by filling out the Current Holder Information section. Ensure all current registered holders or authorized representatives sign the 'Authorized Signatures' section (section 6) and include a Medallion Signature Guarantee.
- In the Shares to be Transferred section, indicate whether you are transferring all shares or a partial amount. If transferring partially, specify the number of DRS book-entry shares and certificated shares.
- Complete the New Holder/Recipient Information section. Mark the appropriate account type and provide necessary details such as name, address, and Social Security Number or Taxpayer ID.
- Sign and date Form W-9 in section 8 for tax certification to avoid backup withholding on future payments.
- Review all information for accuracy before submitting. Send all required documents via regular mail or overnight delivery as specified.
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How do I transfer my shares out of Computershare?
Contact your broker and request your shares be sent to them through the Depository Trust Companys Direct Registration Profile System. You will need to supply your broker with a copy of your latest holding statement along with the following information: Computershares DTC number: 7807.
How do I find my account number for Computershare?
Enter the Account Number printed on a statement or on your security certificates. It will be 10 or 11 digits long and may begin with a letter. Examples: C0000012345 or 0000012345.
How do I check my Computershare shares?
To check your shares on Computershare, go to the Computershare Investor Centre (or the specific link for your company, e.g., computershare.com/companyname), log in with your User ID and password, and then use the platform to view your portfolio, transaction history, statements, and manage your account details. First-time users must register, while returning users can log in or use forgot password/user ID links if needed. Steps to Check Your Shares Go to the Login Page: Navigate to the main Computershare Investor Centre or a specific company portal (e.g., computershare.com/ibm). Login: Enter your existing User ID and password. First-Time Users: Click Register Now or Create Login to set up your account. Forgot Details?: Use the forgot user ID? or forgot password links for recovery. View Your Portfolio: Once logged in, youll see your share portfolio, transaction history, and can access documents like statements and tax forms. Other Ways to Access Mobile App: Download the Computershare app from the Apple App Store or Google Play Store for on-the-go access. Company-Specific Sites: Some companies have direct links (like computershare.com/ibm) for their shareholders. Employee Plans: For company stock plans, you might use a separate portal like EquatePlus. For financial advice, consult a professional. ComputershareShareholders. Easily monitor investments, manage transactions, establish beneficiary information, and more. Manage your shares. LoComputershareAccount documentsComputershare
How can I access my Computershare account?
To access your Computershare account, go to computershare.com/investor, create a login if youre a first-time user (youll need your Holder Account Number), or log in with your existing User ID and password; you can also use the Computershare mobile app, and if youve forgotten your details, use the forgot user ID/password links for recovery. First-Time Users Go to computershare.com/investor. Click Create login. Follow the prompts, confirming your stock and providing your details (youll need your Holder Account Number). Set up your unique User ID and password. You may need to verify your identity, either online or by waiting for a mailed verification code. Returning Users Go to computershare.com/investor or use the mobile app. Click Login and enter your User ID and password. If You Forgot Your Login Details On the login page, click the forgot user ID? or forgot password links to start the recovery process. Other Access Methods Mobile App: Download the Computershare mobile app from the Apple App Store or Google Play. Email: Check for emails from equateplus.com if your account was recently upgraded, as your new User ID might be there. For financial advice, consult a professional. Account documents - ComputershareAccount statements and tax forms are now available exclusively via Investor Center and our mobile app. To ensure the security of yComputershareManage your shareholdings onlineYou can access your Computershare account information on the Investor Centre website. You can log in using your: * User ID * PasswComputershare
How do you transfer Computershare stock after death?
If you want these assets to be transferred to the beneficiaries of your choice and to avoid the probate process, a Transfer on Death (TOD) registration for the securities is one of the ways this can be accomplished, and is something you may want to discuss with your estate attorney and/or tax advisor.
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People also ask
How do I get my shares from Computershare?
The easiest way for you to access your share information is to use our secure website, Investor Centre. You can either log-in using one of the links below or use the Log-in button at the top right of this page.
How do I withdraw money from Computershare?
To withdraw money from Computershare, you typically need to sell your shares first, usually online via their Investor Center, then choose how to receive the proceeds, often by direct deposit (after setting up banking details) or by check, though some regions or plans might default to checks or have specific forms for share withdrawal to a broker. The exact method depends on the specific investment plan, but selling online, calling, or sending a written request are common ways to initiate a sale. General Steps to Sell Get Cash Log In: Go to the Computershare Investor Center and log into your account. Locate Shares: Find the specific stock or asset you want to sell. Initiate Sale: Use the Sell option for your shares, choosing a market or limit order and specifying the quantity, Wise. Set Up Banking (for Direct Deposit): If you havent already, go to the Banking Payments section in the Investor Center to add or edit your U.S. bank account details for receiving funds. Receive Proceeds: After the sale, funds are typically paid via direct deposit if banking details are set up, or by check mailed to your registered address. Other Withdrawal Methods Transferring Shares to a Broker: You can request to move shares to your own brokerage account using Computershares Transfer Wizard or forms, providing your broker with Computershares DTC number (7807) and your account info. Certificated Shares: If you have physical share certificates, you can request withdrawal by submitting a written request to receive a new certificate for the specified number of shares. Investment Plan Withdrawals: For specific plans (like an Employee Stock Purchase Plan), you might use online forms or paper forms for withdrawals or check replacements. Important Considerations Fees: Expect transaction fees and brokerage commissions deducted from the sale proceeds. Timing: Sales processed before 1:00 PM ET on a business day are often executed the same day, but check-outs take time. International Accounts: Payment methods (like InvestorPay or PayPal) and currencies can vary. For financial advice, consult a professional. Manage banking detailsComputershareManage your shareholdings online - ComputershareHow do I transfer my shares? To transfer US-listed shares from your account with Computershare to your own broker, please visit htComputershare