Direct Stock Purchase Plan - Initial Enrollment Form - Computershare 2025

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The document is a form from Computershare for UPS shareholders to request the conversion of Class A shares into Class B shares, including instructions for completing the form, transferring ownership, and tax identification requirements. It outlines the process for electronically managing shares through the Direct Registration Profile System (DRS) and provides details on tax implications and necessary documentation for both U.S. and foreign shareholders.

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What is direct stock plan Computershare?

Computershare DirectStock (DirectStock) is a direct stock purchase and dividend reinvestment plan that provides an alternative to traditional methods of buying, holding and selling shares in the issuer you have selected.

What is a direct stock plan?

A direct stock purchase plan (DSPP) is a program that enables individual investors to purchase a companys stock directly from that company without the intervention of a broker.

How do I set up DRP in Computershare?

Online. You can sign up to the DRIP via Investor Centre, our secure shareholder website. Using your Shareholder Reference Number (SRN) to register, select Dividend Plans and click amend to change your election choices.

What is direct stock vs portfolio stock?

Cost Considerations: PMS services come with management and performance fees, while direct stock investing involves only brokerage and STT charges. Risk Tolerance: PMS offers a lower-risk approach due to professional management. Direct stock investing carries higher risks but offers greater flexibility.

What is a direct stock purchase plan?

What Are the Steps to Direct Register Shares with Computershare? Step 1: Gather Necessary Documents. Step 2: Contact Computershare. Step 3: Complete Direct Registration Forms. Step 4: Submit Forms and Documents to Computershare.

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What is the difference between direct registration and plan shares?

Yes, you can buy and sell shares through Computershare, but Computershare does not maintain a purchase and/or sales facility for all issuers. Computershare charges a nominal fee for these services.

Direct Stock Purchase Plan - Initial Enrollment Form - Computershare 2025

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