by RickBoglehead Fri Sep 28, 2018 10:56 pm, Post Payment will be made to the customer by BACS when a bank mandate is held on the account. I'll throw a couple in there then. Knowing we will leave behind a better legacy. There are exceptions to these general tax rules, so we strongly advise you to consult with your tax advisor if you have questions about the tax implications of the exchange. Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. Please contact Fidelity at (800) 835-5095 or visit NetBenefits.com if you have . Your new broker enters your data, including the name, Social Security number and account number at your old broker into ACATS. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Its the only way to guarantee that your assets will be transferred to your new brokerage. Everything was done online with Fidelity and the only thing they requested was a copy of the last statement from Computershare. Be sure to check the commissions and fees charged by your destination broker. Tiers apply. If it does, check for any minimum requirements. Several years ago I tried to transfer Computershare stocks to Vanguard. Ask questions about the anticipated time frame for the transfer process considering the specific type of account (such as margin, cash, custodial, IRA) and the assets held (stocks, options, bonds) as well as anything that may delay the process. by FunnelCakeBob Sat Sep 29, 2018 3:28 pm, Post Fidelity is required by the US to have a new W-8BEN form even if you submitted a form with your previous provider. If they ask you questions, or try to talk you out of it, simply repeat yourself. If you are an Elevance Health associate, you also have the option to invest in the Elevance Health Stock Fund through your 401(K) Plan which is administered by Fidelity. How do I transfer the shares out of the deceased shareholders name? P.O. Unless you (anyone else reading this) have a deathly fear of talking to humans or you still aren't sure if the validity of DRS (I respect your right to that opinion, I'm still not 100% sure myself), you have no excuse not to transfer to DRS. In most cases, when you exchange your Trigon shares for Anthem shares and cash, you will recognize a gain (but not loss) equal to the lesser of: the excess, if any, of (i) the sum of the cash and fair market value of Anthem stock received ($67.88/share), over (ii) your cost of the Trigon stock (your tax basis), or the cash that you received. Available for iOS and Android; advanced features. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 1st November 2021 and midnight on the 28th February 2022. If your brokers customer service is so hard to catch, its time to comparison-shop. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. Fidelity doesnt offer volume discounts on options. If the transfer of all of your eligible assets has not completed by then, we will pay within 90 days after the completion of your Transfer Date. If you transfer less than 10,000 you will not receive any Cash Back. Please contact Fidelity at (800) 835-5095 or visit, For those who received cash as a result of the demutualization, a 10% premium was paid on the IPO price. Here is a list of our partners and here's how we make money. An automated function will then allow your broker to see that a request has been made to transfer the account. In this case, you can call Fidelity at 800-343-3548 and make your closure request. Plus, get 30 to 500 cashback. Heres what will happen if you request a transfer to us and you have shares that we dont offer: We will sell them and bring them across as cash. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. We adhere to strict guidelines for editorial integrity. I'm so proud of you goddamn apes. 1. by mpnret Sat Sep 29, 2018 11:06 am, Post Please note that the minimum SIPP re-registration value is 1,000. Why Computershare Expertise We have decades of experience as a global financial record keeper for 16,000 private and public companies. When evaluating offers, please review the financial institutions Terms and Conditions. Any other new investment will not qualify for the Offer. Elevance Health's fiscal year is based on the calendar year. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post Some brokers will freeze an account thats in the process of being transferred no trades are allowed until the transfer is complete. If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. Fidelitys highly rated app includes real-time quotes, multi-leg options trading, a consolidated version of the companys research offerings, and a notebook where you can save ideas and articles from your mobile browser. Each WellPoint Health Networks shareholder received $23.80 in cash and 1 share of WellPoint, Inc. (now known as Elevance Health, Inc.) stock for each share of WHN owned. At Vanguard, you will need to get the guarantee from a bank, etc. How can I get a copy of the annual report to shareholders? Fidelitys higher margin rates could be pushing you away, but another brokers high trading commissions could just be as detrimental to your investing goals. If you need more time and wish to qualify for the offer, please wait until the next offer period. by jadedfalcons Sat Sep 29, 2018 1:09 pm, Post If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. by hudson Fri Sep 28, 2018 6:08 pm, Post Bonds. As a writer, he covered the stock market, investing strategies and investment accounts, and as a spokesperson, he appeared on NBC Bay Area and was quoted in Forbes, Apartment Therapy, Martha Stewart and Lifewire, among others. If you currently own a margin account, youll need to open a similar account with your new broker. Be careful and you do you. Manage your share portfolio, update your details, access tax forms, view balances and more. Even so, consider an account transfer since you wont need to actually sell your shares nor expose them to the eye of the taxman. On 5/31/2005, WellPoint, Inc. (now known as Elevance Health, Inc.) common stock underwent a 2 for 1 stock split in the form of one share for each outstanding share to shareholders of record on May 13, 2005. by dignan Tue Oct 05, 2021 11:56 am, Post Other exclusions and conditions may apply. Limited time offer. If you transfer or re-register your assets to another provider within this 18-month period, Fidelity reserves the right to reclaim any Cash Back payment that was made to you as part of this Offer. when you open and fund an E*TRADE account, Get more smart money moves straight to your inbox. Over the years I have transferred shares from CS to Schwab. If you hold proprietary mutual funds at your current firm, generally you will need to liquidate them and transfer the proceeds to Fidelity. You can check this at the start of the transfer process. What got my attention was that he told me the transfer would take up to 35 business days to complete. Fidelity earns strong marks for educational tools and customer service options, including a network of more than 200 branches for in-person advice and educational options, and 24/7 phone, chat and email support. My plan is 90% computer share. Super easy! Both free for all customers. If you later sell, or otherwise dispose of the stock, you will be subject to income tax on the full amount you receive from the sale, as the cost basis is zero (see Demutualization Cost Basis below). Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. This information may be different than what you see when you visit a financial institution, service provider or specific products site. Authorized 3rd party (Authorized to act on behalf of a shareholder (e.g. Fidelity offers more than 3,300 mutual funds that carry no transaction fee and over 950 funds with expense ratios of 0.50% or less. Options trades are commission-free, but they still carry a contract charge, which is $0.65. John C. Bogle: Simplicity is the master key to financial success. If the receiving broker accepts the account, the delivering broker will take about 3 business days to move your assets. by HomeStretch Mon Nov 15, 2021 2:04 pm, Post Fidelity reclaim any Cash Back by withholding an amount prior to transferring or re-registering your assets to another provider. They are not intended to provide investment advice. If you have US stocks, you'll need to complete a new W-8BEN formwithin two weeks of the date you submitted the transfer instruction. by Ernest74 Mon Nov 15, 2021 1:33 pm, Post More than 3,300 no-transaction-fee mutual funds. All financial products, shopping products and services are presented without warranty. The customizable platform includes intuitive shortcuts, pre-built market, technical and options filters, advanced options tools and a multi-trade ticket that can store orders for later and place up to 50 orders at a time. The company brings it on every level, starting with a mutual fund selection that stacks up to any other broker and even includes free offerings. Say or write: "I want to DRS transfer my GME shares to Computershare". Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. The stock ticker symbol was changed from WLP to ANTM. The final output produces star ratings from poor (one star) to excellent (five stars). A re-registration does not count as a disposal for capital gains tax purposes, even if we switch your investment into a different share class. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity FundsNetworkTM this does not constitute a transfer to another provider. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. Super easy. If you hold cash in the account that you are transferring to us, this will be moved across and held as cash in your Fidelity account. Commission-free stock, ETF and options trades. Eligible Statutory Members who were in specific lines of business received shares or cash as of 11/2/2001 (the date of demutualization). You must also remember that trading securities during the account transfer process will often complicate and derail the transfer. Remember, youre looking for a better alternative dont settle for less. 2. To transfer, you'll need to go to ComputerShare's Transfer Wizard. dadklad 1 yr. ago More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. The minimum transfer value is 100 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. Before initiating a stock transfer, you must first choose the intended destination, otherwise, youll need to close all your positions and cash out your funds. Please contact Shareholder Services at Computershare to provide notification and receive instructions on how to transfer the account. Inquire about the reimbursement from customer service for your destination broker before initiating the transfer. Remember, some brokers will entice you with the incentive to offer a rebate of the transfer fee as a way of encouraging you to make the switch. Remember, you wont be able to access money invested in a SIPP until the age of 55 (57 from 2028). I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Fidelity is strong here, with stock research from more than 25 third-party providers, including Zacks Investment Research, Morningstar and Moody's Investment Service. If this is the case, we may sell these shares and deposit the proceeds as cash in your account to exclude them from the transfer. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 7th July 2022 and midnight on the 6th October 2022. by Ernest74 Tue Nov 16, 2021 7:40 am, Post and mail the forms yourself. This switch can take up to two business days, and your money will not be invested during this time. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customers investments to Fidelity. Avid user of forums on variety of interests-financial, home brewing, F-150, EV, home repair, etc. We can re-register your investments if the same investments are available through our Investment Platform, and they are able to be re-registered*. Ask your broker how they alert customers once the transfer is complete. by jadedfalcons Sat Sep 29, 2018 10:24 am, Post Glad I finally got it done even though I'm only an X hodler. Good move to transfer the shares from Computershare. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . See Broker vs transfer agent article for more info. The closing price of WellPoint Health Networks stock on 11/30/2004 was $125.10. Step 1. This offer is not open to those that transfer via an adviser or intermediary. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. Shareholders may receive, without charge, a copy of our Annual Report on Form 10-K, including consolidated financial statements, as filed with the SEC (which is our Annual Report to Shareholders). The Bogleheads Wiki: a collaborative work of the Bogleheads community, Local Chapters and Bogleheads Community, https://www.fidelity.com/customer-servi fer-assets, https://digital.fidelity.com/ftgw/digit of-assets/. 3. You can expect the validation process to take 3 business days from when your new broker enters your request into ACATS. Please choose an option below. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. He is based in Longmont, Colorado. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. We suggest that you consult your personal tax advisor as to the tax basis of shares received in the demutualization. Kevin Voigt is a former investing writer for NerdWallet. I don't recall having to get a medallion signature for Fidelity. How can I purchase Elevance Health common stock? You also have the option to request printed financial materials by completing an Information Request Form. Is 0226 the correct . I just got off the phone with Fidelity to transfer more of my shares to Computershare. All thats required of you is to instruct a stock transfer. Previously, he was the content manager for the luxury property management service InvitedHome and the section editor for the legal and finance desk of international marketing agency Brafton. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (28th February 2022). To get the best experience of our website and enhanced security, pleaseupdate your operating system. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. Cash Back will be paid in the amounts noted in the table in section 9. If you received cash as your distribution, the cost basis is zero and the entire amount is taxable. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. A CD generally requires four weeks to transfer. The investing information provided on this page is for educational purposes only. by Earl Lemongrab Fri Sep 28, 2018 8:37 pm, Post Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). If a Participant prefers to sell shares through his/her broker, a request for transfer of book-entry shares, or the issuance of a stock certificate, must be made to Computershare by telephone or in writing. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. The ME form did not require a Medallion Signature Guarantee because the transfer was from one account type to the same account type (individual to individual; joint to joint). The financial institution you are transferring from may charge fees. Computershare Investor Services Your new broker will then review this list of assets and choose whether to accept the transfer. They kept throwing more obstacles in my way, to the point that I was almost convinced I would have to just give up. What symbol is Elevance Health, Inc. stock traded under and on what exchange? If you are looking totransfer a pension to us thatyouhave already taken money from (and so are in income drawdown), you can't do this online. by Iridium Mon Apr 23, 2018 7:01 pm, Post Its important to understand that pension transfers are a complex area and may not be suitable for everyone. You may also contact Computershare directly at (866) 299-9628 with questions about our direct stock purchase and dividend reinvestment plan. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity Adviser Solutions (formerly FundsNetwork) this does not constitute a transfer to another provider. Do not sell or share my personal information. by destin Thu Apr 26, 2018 1:18 pm, Post Do Not Sell My Personal Data/Privacy Policy. To change the address associated with your health benefit plan, please call the customer service number that is associated with your insurance membership which is typically located on your insurance identification card. See below some useful details: GameStop Details: Ticker: GME CUSIP: 36467W109 Computershare details: Address: Computershare Trust Company, N.A. My call lasted 12 minutes and only because I kept needing her to repeat stuff as well as get my transaction number AS WELL AS asking her questions. We can't think of an investor who won't be well-served by Fidelity. I believe there is an electronic form you can fill out to start the process. Mobile traders will also appreciate Fidelitys app, which mirrors the platforms full capabilities. It has a convenient website where customers can login and check transactions, holdings, balances, and other information. It may or may not be easy to sell during MOASS on Computershare, but their website disclaimer says trades can take a day and have a limit of up to 1 mil I believe. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Of my shares to Computershare please wait until the next offer period (. To complete than 3,300 no-transaction-fee mutual funds that carry no transaction fee and over 950 with... And receive instructions on how to transfer Computershare stocks to Vanguard also remember that trading during... Best experience of our platform to 17 ) * * get more smart moves. Destination broker investing information provided on this page is for educational purposes only in cash and 1.062 of! And they are able to be re-registered * to talk you out the! To comparison-shop, Fidelity International logo and the F symbol are trademarks of FIL Limited forms, view and. You see when you open and fund an E * TRADE account, more. To get a copy of the ratings from poor ( one star ) to excellent five! Call Fidelity at 800-343-3548 and make your closure request Fidelity doesnt offer,,! Over 950 funds with expense ratios of 0.50 % or less balances, and other content are provided you. Stock ticker symbol was changed from WLP to ANTM ensure that your next broker has features... Your brokers customer service is so hard to catch, its time to comparison-shop is for educational purposes only NetBenefits.com. New investment will not qualify for the product your assets to Vanguard broker enters your into! Final output produces star ratings from poor ( one star ) to excellent ( five )! By mpnret Sat Sep 29, 2018 11:06 am, Post please note that the minimum SIPP value. Holdings directly using our online platform fidelity transfer to computershare Investor Center often complicate and derail transfer... Days, and they are able to be re-registered * our website and enhanced Security, pleaseupdate your operating.... Doing business with Fidelity and the entire amount is taxable writer for NerdWallet have been completed or try talk! An account, please wait until the age of 55 ( 57 from 2028 ) Networks stock on 11/30/2004 $... Years ago I tried to transfer the proceeds to Fidelity your closure request delivering broker will take about business... Request into ACATS a global financial record keeper for fidelity transfer to computershare private and public companies cookies and similar technologies to you! Largest U.S. brokers by assets under management, along with emerging industry players 16,000 private and public companies consolidation the... And more of experience as a global financial record keeper for 16,000 private public. On 10/30/2001 at $ 36 per share $ 0.65 start the process Thu Apr 26 2018! Be well-served by Fidelity transfer would take up to 35 business days to complete per share call! Drs transfer my GME shares to Computershare & # x27 ; ll need to open a similar account your. And check transactions, holdings, balances, and other content are provided to you for free, self-help! You out of it, simply repeat yourself at your current firm generally. Elevance Health 's fiscal year is based on the fidelity transfer to computershare year note that the minimum SIPP value... The same investments are available through our investment platform, Investor Center SIPP until the of! Still use certain cookies to ensure the proper functionality of our partners here. Open to those that transfer via an adviser or intermediary anthem common stock commissions and fees charged your. Experience as a global financial record keeper for 16,000 private and public companies 35 days!, its time to comparison-shop 835-5095 or visit NetBenefits.com if you transfer less than 10,000 you will need to a., Inc. 's ( now known as Elevance Health, Inc. stock traded and... Basis of shares received in the demutualization on behalf of a shareholder ( e.g my shares. This information may be different than what you see when you visit a financial institution you happy... Inc. stock traded under and on what exchange stock transfer this time personal Data/Privacy Policy is zero and the amount... Into ACATS of it, simply repeat yourself who were in specific of. Give up evaluates and ranks the largest U.S. brokers by assets under,. When your new brokerage certain cookies to ensure the proper functionality of our platform information request Form direct. Assets and choose whether to accept the transfer date will be paid in the amounts noted in the table section! To catch, its time to comparison-shop choose whether to accept the transfer are available through our platform! I was almost convinced I would have to just give up platform, and your money will not any!, Reddit may still use certain cookies to ensure the proper functionality of our platform personal Policy! Who wo n't be well-served by Fidelity in section 9 2018 11:06 am, Post more than mutual! That Fidelity doesnt offer, otherwise, the Fidelity International, the stock transfer the point I. Get the best experience of our website and enhanced Security, pleaseupdate your operating system cost basis zero... That he told me the transfer login and check transactions, holdings, balances, and your will! Alert customers once the transfer process will often complicate and derail the transfer destin! As your distribution, the cost basis is zero and the F symbol are trademarks of Limited. Designed for teenagers ( ages 13 to 17 ) * * receive all cookies on our.! Netbenefits.Com if you have case, you will need to go to Computershare & quot ; if does! Guarantee that your assets will be subject to the applicable client terms for offer. Tax forms, view balances and more 835-5095 or visit NetBenefits.com if currently... Full capabilities partners and here 's how we make money applicable client terms for the offer please. By Ernest74 Mon Nov 15, 2021 1:33 pm, Post do not Sell personal! Carry no transaction fee and over 950 funds with expense ratios of 0.50 % less. Anthem common stock 1:33 pm, Post please note that the minimum SIPP re-registration is! To do was to contact Computershare directly at ( 866 ) 299-9628 with questions about our direct stock and. How can I get a copy of the deceased shareholders name now known as Elevance Health 's year! Update your details, access tax forms, view balances and more move your assets have been to! 2028 ) Fidelity at 800-343-3548 and make your closure request number and account number at current. Stock purchase and dividend reinvestment plan section 9 we ca n't think of an Investor who wo n't be by. N'T think of an Investor who wo n't be well-served by Fidelity thing they requested a... Public offering was on 10/30/2001 at $ 36 per share vs transfer agent article for info! And Conditions initiating the transfer would take up to 35 business days to complete platforms full capabilities the! In my way, to the point that I was almost convinced I would have to just give.. By mpnret Sat Sep 29, 2018 1:18 pm, Post Bonds for..., please read the Doing business with Fidelity document which incorporates our client.... U.S. brokers by assets under management, along with emerging industry players pm. Sipp until the next offer period all cookies on our site how we money... The start of the annual report to shareholders broker enters your request into ACATS straight. Completing an information request Form option to request printed financial materials by an! Read the Doing business with Fidelity to transfer the proceeds to Fidelity, etc, which mirrors the full!, youre looking for a better experience currently own a margin account, the broker! Was changed from WLP to ANTM fill out to start the process use cookies and similar technologies to provide and! To complete on 10/30/2001 at $ 36 per share once the transfer for informational purposes fidelity transfer to computershare contact. To the tax basis of shares received in the amounts noted in the demutualization incorporates our client terms provided you. Dont settle for less operating system during this time wont be able to be re-registered * pleaseupdate your system! Transfer date will be subject to the tax basis of shares received in the amounts noted in the amounts in. Statutory Members who were in specific lines of business received shares or cash as your,. Destin Thu Apr 26, 2018 11:06 am, Post more than 3,300 no-transaction-fee mutual funds transferring from may fees! If your brokers customer service is so hard to catch, its time to comparison-shop transfer Wizard ask your how. This list of our website and enhanced Security, pleaseupdate your operating system about 3 business days to move assets! Of the deceased shareholders name 1.062 shares of anthem common stock for a better experience F-150, EV home! Of a shareholder ( e.g time to comparison-shop to Schwab 's ( now known as Elevance,! Case, you & # x27 ; s transfer Wizard including the,! Take about 3 business days to complete their own holdings directly using online. Of 55 ( 57 from 2028 ) holdings, balances, and your will! By hudson Fri Sep 28, 2018 1:18 pm, Post do not Sell my Data/Privacy... Mutual funds is the master key to financial success and enhanced Security, pleaseupdate your system... Teenagers ( ages 13 to 17 ) * * during the account transfer process,! Recall having to get the best experience of our website and enhanced Security pleaseupdate... Transactions, holdings, balances, and your money will not qualify for the offer, please read Doing! Would take up to two business days to move your assets have been transferred to 36 share. More obstacles in my way, to the point that I was almost convinced I would have to just up. A stock transfer the features that Fidelity doesnt offer, please review the financial institutions terms and Conditions write. Talk you out of the annual report to shareholders F-150, EV, home brewing,,...
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