Welcome to Transfer Wizard Please indicate your status by selecting an option below. How do I transfer my stock, change the mailing address on my shareholder account, order a dividend check replacement or enroll in ACH direct deposit? The guy I called was super nice and accommodating and didn't try to persuade me otherwise. We had some other stuff going on at the time that needed Medallion. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. To view the prospectus, click View and Print the Plan Brochure. Yes, I was one who only moved a small portion over (20%). Writer | CNN.com, The Wall Street Journal. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). 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. They quoted 7 days, it was done in 4. I used a ME transfer form, attached the stock statements from Computershare, and gave it to the investment analyst at ME. What symbol is Elevance Health, Inc. stock traded under and on what exchange? Manage your employee portfolio, access tools and support features If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. W 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. It went smoothly so I transferred my other Computershare holdings to a regular Fidelity brokerage account. e. transfers which are linked to an adviser or intermediary; Withdrawals from your account/s or income payment will not count as transfers for the purposes of this condition and will not result in our reclaiming your cash back payment. Fidelity Transfer to Computershare Computershare I just got off the phone with Fidelity to transfer more of my shares to Computershare. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. It wasn't particulary difficult. The Medallion Signature Guarantee provides the transfer agent assurance that the person signing a transfer form is authorized to do so. When I had Vanguard pull the shares, the transfer got stuck somehow. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Fidelity is required by the US to have a new W-8BEN form even if you submitted a form with your previous provider. Ended up being a major hassle so I donated that stock to my Fidelity DAF. Fidelity handled it all. Available for iOS and Android; advanced features. If you hold electronic share certificates with Equiniti, Computershare or Link Asset Services, you can transfer them into an Investment Account. When I had the transfer agent push the shares, it was a piece of cake and happened quite easily. Disclaimer: NerdWallet strives to keep its information accurate and up to date. This offer is not open to those that transfer via an adviser or intermediary. If you are interested in purchasing Elevance Health common stock, you have a few options. About 5 years ago I was trying to figure out what to do with a paper certificate for a closed-end income fund ("Voyageur Colorado Insured Municipal Income Fund") that my father bought in 1992. Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. Step 1: Review your alternative broker options. Indianapolis, IN 46204. The promoter of this offer is Financial Administration Services Limited (Fidelity), Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). They said the transfer would then take about four weeks. 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. Read more about what you can transfer and how it will work. Other exclusions and conditions may apply. Several years ago I tried to transfer Computershare stocks to Vanguard. The closing price of WellPoint, Inc. stock on 11/30/2004 was $101.33. c. transfers from any defined contribution pension scheme investments held through, or administered by, a Fidelity group company; NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. Tax treatment depends on individual circumstances and all tax rules may change in the future. On 12/28/2005, WellChoice, Inc. (WellChoice) merged with and into a subsidiary of WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.). Download an account statement or DRS statement. Waiting for a review survey but wanted to give a big shout-out to Julia Burke. Press J to jump to the feed. Going paperless could simplify how you manage your investments. Just now I called to move another (60%) over. 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. Your computers operating system is out of date. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). Initiate the transfer from Fidelity. 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. Before opening an account, please read the Doing Business with Fidelity document which incorporates our client terms. Say or write: "I want to DRS transfer my GME shares to Computershare". The questionnaire answers, combined with demonstrations, interviews of personnel at the providers and our specialists hands-on research, fuel our proprietary assessment process that scores each providers performance across more than 20 factors. The closing price of Trigon stock on 7/31/2002 was $101.71. Providence, RI 02940-3078, Computershare Courier Delivery (FedEx or UPS) Address: All financial products, shopping products and services are presented without warranty. I'll throw a couple in there then. However, it is important that you take enough time to decide whether transferring your investment(s) to us is right for you. Phone, email and live chat 24/7; more than 200 local branches. For example, a number of offshore funds cannot be re-registered. 8. To transfer shares from Computershare please complete our ISA, Fund & Share or SIPP transfer form as well as a Computershare transfer form, which can all be found in our useful documents section . Educational resources for all levels of investor: The educational resources and research options on offer from Fidelity are some of the strongest among the brokers we review with strong resources for both beginning retirement investors and active stock traders. If moved into an ISA or SIPP, it will count towards your annual allowance. Trigon shareholders were entitled to receive $30 in cash and 1.062 shares of Anthem common stock. Click here for current and historical dividend information. Mutual funds that charge transaction fees will cost $49.95 to buy, $0 to sell. Call was painless and customer service rep didn't bat an eye or give me any questions about the request. Computershare to determine if there are any limitations applicable to your particular sale request. b. Re-registration this involves a change to the fund or share register to show that Fidelity has taken over the administration of your investment/s. Important information - This information is not a personal recommendation for any particular investment. We switched from issuing physical stock certificates to electronic bookkeeping in December 2014. If you transfer less than 10,000 you will not receive any Cash Back. Important information - please keep in mind that the value of investments can go down as well up, so you may get back less than you invest. and mail the forms yourself. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. I believe there is an electronic form you can fill out to start the process. 11. Note: A Direct Registration Statement (DRS) allows us to set up a transfer directly with our back office - here is an example. You can initiate a transfer for eligible securities here. They are not intended to provide investment advice. Are they sent to the new broker automatically? Fidelity's account minimum is $0*, which has become the industry standard for brokers we review, as many no longer have a required minimum to open or maintain your account. Use code FIDELITY100. Opinions and memes welcome. The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. Ticker symbol: ELV I think we did do medallion signatures. Frequently Asked Questions - Please select a category from the list box below to display FAQs. Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. 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. For starters, youll need to think about the type of account you own and replicate the same with your new broker. Once an account with your new broker is ready, you need to instruct a stock transfer. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). Both are free for all customers. I transferred some MCD shares from Computershare to Vanguard last summer. Having multiple ISAs can be complicated and costly. Better late than never, eh? Are owned by DTCC and CS puts your shares out of your investment/s issuing stock..., Computershare or Link Asset Services, you can transfer them into an ISA or SIPP, it was in! Which have no expense ratio ) incorporates our client terms for the product your assets have been transferred.! A few options we switched from issuing physical stock certificates to electronic bookkeeping in December.! Start the process moved a small portion over ( 20 % ).! 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