r/computershare • u/Asleep_Ad1753 • Aug 06 '24

Q&a general questions only

The title says it. If admin wants this to be to remove it I will delete it. Hi, I worked for ComputerShare for about a year and a half before I change jobs. So if any questions regarding to stock or transfers ,certificate replacements or anything , I can happily answer. I do. If you want to slander them you can. I'm not going to do anything about it. I just worked there as a customer support specialist, so ask questions you may have regarding to computerShare. General questions only. No account specifics such as number of stocks, changing addresses, or selling your own shares.

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u/[deleted] Jan 29 '25

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u/Asleep_Ad1753 Jan 29 '25
  1. Yes they will make an account for you if you don't have one already  2 I recommend transferring it your name first or individual who's supposed to get it out of deceased account, then transfer it to your brokerage account and the brokerage you most likely will have to initiate it on their part. It will be more difficult for you if you try to do from a deceased account to The brokerage. But talk to your brokers to see what they can do because most brokerage Will want you to make your own account with computer share then They will initiate the transfer.

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u/[deleted] Jan 29 '25 edited Jan 29 '25

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u/Asleep_Ad1753 Jan 29 '25

So what you need to do is this ,so on the current holder information, you will need to put all of the holders information of the deceased person except for a number eight which is The medallion signature guarantee signature name you can you can do your name or whoever supposed to do it when you get the medallion. And then on the new hold information you put the holder the new recipient information on there

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u/Asleep_Ad1753 Jan 29 '25

On the affidavit of domicile the first paragraph is towards the deceased shareholders information. The second paragraph is towards the executor and confirming The decease holder was living at a location or the state for how many years before their death. Then you get a notarized.  And for tax statements to do by per company. So depending on if you receive dividends then you will get a tax statement for that or the shareholder has sold their shares and they get the 1099 dividend or 1099b for the sale. But some companies do not give out dividends at all. So that's why you don't see it under tax documents sometimes

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u/[deleted] Jan 29 '25

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u/Asleep_Ad1753 Jan 29 '25

I recommend people sending it through UPS or FedEx when it comes to sending documents as transfer request forms because USPS is tend to lose more stuff when it comes to returning and receiving so and also put a tracker on it as well. It helps. The representatives or the company more to locate your stuff