Plenty! Corporations also use the services of a transfer agent to handle major corporate actions such as mergers, acquisitions and spin-offs, and to act as Inspectors of Election at annual meetings. Mailing Address: Equiniti Trust Company The transfer agent must make every effort to keep this information current. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. Lost shareholders and dormant accounts create unnecessary expense and risk for your company and your shareholders. One of the core responsibilities of a transfer agent is to maintain and manage records for their clients. For address changes, dividend checks, direct deposits of dividends, account consolidations, registration changes, lost stock certificates and general stock holding questions, please contact: Equiniti Trust Company. From the quick resolution of all calls to our Customer Care Center, to 24/7 account access through Shareowner Online, we aim for complete satisfaction. Every interaction is an opportunity to strengthen your relationship with your shareholders. P.O. More than just your record keeper, we take a collaborative, solutions-focused approach to your business. TRANSFER AGENT CONTACT INFORMATION EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar. Shareholders of record and other interested investors can purchase Marsh & McLennan Companies common stock directly through the Company's transfer agent and the Administrator for the Plan, Equiniti. When further engagement is desired, a full suite of proxy solicitation services is available through EQ Proxy. The transfer agent maintains contact information for these shareholders and handles the purchase or issuance, dividend payments, transfer or sale of their shares. When a private company decides to go public, they hire a transfer agent to issue shares during their Initial Public Offering (IPO). We help businesses navigate the complex world of shareholder services, offering the right mix of expert guidance and powerful tools to manage shareholder records, communicate effectively and efficiently with shareholders, maintain compliance and improve shareholder engagement. A reputation for outstanding service and high satisfaction ratings in independent surveys, such as the Group Five annual benchmark survey, should be taken into account. Company name/ issue of stock A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. They are also the administrator of Cincinnati’s … If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. EQ offers online access to your stock account at shareowneronline.com. Download forms and get answers to frequently asked questions for your stock accounts. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. This organization is not BBB accredited. Lines are open Monday – Friday, 8:00am to 4:30pm for dealing, and until 6:00pm for enquiries. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. We help publicly owned companies maneuver those and stay on top of changes in these regulations, implementing appropriate action on behalf of our clients. If you're an indirect shareholder, please contact your broker with questions about your investment. This technology scrambles your account information as it moves between your PC's browser and Shareowner Services’ computer systems. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Important Information. Here's a quick look into the world of a transfer agent. Check the first box only if you are transferring all shares. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854. Box 64854. See BBB rating, reviews, complaints, & more. Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 Transfer agents are also responsible for making dividend payments to registered shareholders, and reporting that income to the IRS in a timely manner every tax season. Shareholder Services Agent: A financial institution or similar entity responsible for looking after the needs of the shareholders of publicly-traded corporations or mutual funds. Welcome to EQ. Beneficial shareholders own the economic value and benefits of their shares, but these shares aren't registered under the holders' names, but rather a "street name," and held by a middleman, like a broker/dealer. EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120-4100 1-800-670-4763 1-651-450-4084 To send an e-mail, go to www.shareowneronline.com and click on Contact Shareowner Services. For these one-time special events, they can contract with their established transfer agent or hire one that specializes in these events. P.O. They are individually listed by name as "shareholders of record" on the company register, which is managed by the company's transfer agent. This is the official listing of all registered shares and shareholders, and it includes the shareholder's name and contact information, along with records of dividends paid and other important shareholder information. After the IPO, their real job starts. Preoccupied with all the other decisions leading up to the IPO, many companies choose a transfer agent hastily, not realizing that this partner will be managing their shareholders for years to come – ideally for the life of their company. 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