I noticed it doesn't work if your postcode as letters in it. Heard we are doing round 2 of DRS! 0000012089 00000 n From here you can follow the Fidelity guide located here. Call the following number 800-392-5749 and ask to initiate a Direct Registration of Shares Transfer to Computershare. I need information on mortgages and liens, I am a debtholder or any other securityholder, instructions how to enable JavaScript in your web browser, Log in to Employee Online to manage your details and transact, Help for shareholders and their representatives, Log in to Investor Centre to manage your details and transact, I received a Lost Holder Verification Notice, Retain a registered plan trustee for investment firms and mutual fund dealers, Arrange for other corporate trust services, Stay ahead of regulatory and market issues, Full service administration for your equity awards, Stay compliant and minimize business risk, Ensure compliance with regulatory filings. Print, fill and scan. At that point, they should be able to pull the right form and help you out. For example, you might get push-back on the DRS transfer mentioning you need a CS account. DRSGME does not give financial advice. From what I understand it takes 4-5 days. You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". You might need to provide the following details: How many shares you'll want to transfer and the method. The number of shares to transfer and the preferred cost basis calculation method for determining "which" shares would be transferred. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. Up to you but feel free to download my letter template and fill your details. Step 2. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Anything above this will require written notice. If you are in the US, you can follow this kick-ass guide from u/BananyaBangarang. This can be for a few reasons, such as a middle initial existing on one account, but not the other. If you bought all your shares all at once, you probably just need to fill one table. Step 3. ._3wvjcIArtO7kKPJabZfZ9S{font-family:Noto Sans,Arial,sans-serif;font-size:12px;font-weight:400;line-height:16px;-ms-flex-align:center;align-items:center;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;margin-right:24px;opacity:0;transition:opacity .1s ease-in-out}._3wvjcIArtO7kKPJabZfZ9S._1c98ixuh4QUWO9ERiFID3p{opacity:1}.RtAsN7UrR7u51W5kaOXvp{display:-ms-flexbox;display:flex;margin-left:4px;margin-right:0}._1JRtpiobR4jYtbw-xx1tPO{border:1px solid var(--newRedditTheme-body);margin-left:-7px;transform:scaleX(-1)}._1JRtpiobR4jYtbw-xx1tPO:nth-child(2){margin-top:4px} None of this is financial advice. Step 4. Say: I want an outbound DRS transfer of my GME shares to Computershare. Step 2. Someone in another specific stock related subreddit is writing a how-to for DRSing ira shares, it sounds like there's some tax id setup required. I work as a financial analyst. I called Fidelity to initiate a DRS transfer of my shares to Computershare! This is for issuance of a Certificate, not a DRS transfer. Once scanned, send it via the secure message center in the TDA interface (when logged in). Direct Registration is the way. Step 1. Create an account to follow your favorite communities and start taking part in conversations. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). You'll then get a verification link to your email. Then you can enter the verification code. Call 1-800-387-2331. Step 3. If the shares having been purchased at the earliest several weeks ago made a difference? Here is something I found really quickly. Access Issuer Online. You need to use CAPITAL LETTERS and BLACK INK. If not, there should be an option in the account management or you could check your statements and list to your brokers the shares you want to transfer. Your broker will transfer the shares based on your name and address. From here you can follow the Fidelity guide located. This will take another 2-3 business days. Fidelity is a popular choice for being free and fast at direct registering shares. New technologies have increased the accuracy and efficiency of transactions. - That question has been floating around lately. # Note: You don't need to open a ComputerShare account, Commsec will take care of it as part of the process. Computershare will then prompt you to create your username, password and security questions. It was stress free and painless! 0000029900 00000 n Check with Vanguard whether to sign or not sign the back of the stock certificates. If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). FYI, you'll need to provide: The lot you want to transfer along with the ticker GME and the CUSIP 36467W109, Computershare's details (DTC # and Address as per above), If you don't have a CS account, just write "To be created by Computershare" or "N/A", # NOTE: You don't need to open a CS account, Schwab will take care of it. Your account number, your name, your phone number, your email. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. 0000001196 00000 n Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. From u/Criand / SuperStonk Post: Thought I'd make some bad charts for you visual apes to show what happens when shares are direct registered. This can be handwritten or typed, but it must be signed with wet ink. # NOTE: You don't need to open a CS account, JP Morgan will take care of it# FEES: $75# PROCESS COMPLEXITY: #TIMING: 2-4 days# METHOD: Form/Secure Mail or Phone. Section 2: This is basically YOU and YOUR details. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Cookie Notice I've also uploaded a filled template on imgur to help apes fill it correctly. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). In GameStop's case that's: Computershare US. Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. $1m/transaction so definitely lower than my floor. Hope this clears things up! The transfer process will take about 4 business days. Say or write: "I want to DRS transfer my GME shares to Computershare". 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. Login to CS website and try registering online (2) (you might need a VPN or overwrite the default country redirect (1). Just make sure the name on the account match. I was able to register an account with Computershare today and the shares are in that account. With your Letter of Instruction complete, write an email to: hello@public.com. Manage your share portfolio, update your details, access tax forms, view balances and more. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. Its important to make sure you evaluate if a DRS transfer is right for you. This will take roughly 3 days. Employee Online. I have issued an updated guide available here (https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/) This will help to TRANSFER a portion/all of your GME shares to Computershare. You'll need to set up your account with personal details, 3 security questions and a password. Your broker may ask you for a Computershare account number. Download, print, fill, scan and return. Step 2. Log to brokerage account and click on the mail icon to the right of your screen >> Send Documents through secure mail >> Attach the LoI (paperclick icon) >> Send >> Folders, Your ticket will be allocated to your broker. If you get a good experience with one of them, take another 5 min after you are done to write a referral or compliment, it goes a long way! NOTE: You'll see a note on top of the form for a $500 fee. 0000026132 00000 n NOTE: You can also request Express to receive that special code. Investor Center. Please note, part of the process is to give a question with zero correct answers. Step 2. Send an email with the following details asking for an outbound - DRS Transfer. Download and fill the Letter of Authorization form from their site. You can save post by clicking the banner in the upper right. Follow the steps and submit. "Computershare has a shitty ceiling on max sell?" You gotta be patient unless you ain't (see below if that's the case). Step 1. If you are not planning on selling these, why do you care if they are in transit? "What happens if MOASS starts while the shares are being transferred?" Welcome to Transfer Wizard Home With the Computershare Transfer Wizard, transferring your shares is easy. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Your broker may ask you for a Computershare account number. Your shares are held in book-entry form. Home Support Articles How to DRS Your GME Stock Share to Fidelity. SoFi charges a $115 fee to DRS transfer to Computershare. Do they use PFOF? Happy to investigate further if any apes want. Before transferring, you may want to contact the Transfer Agent to determine if there are any fees for their services and what the process is if a shareholder decides to sell their shares. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. 0000027795 00000 n 0000004245 00000 n This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. From here you can follow the Fidelity guide located here. Getting a tracking number should take a day so you can call back and ask for it. Step 2. The date now is Friday, September 24. Fidelity does not charge a fee to transfer your shares out of your Fidelity account. Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). The process was so completely easy from start to finish. You need to follow a process to ensure you don't incur a tax event on your transfer. You copied the sentence from the Fidelity section. If having verified my account details in CS online, as well as verifying my account via prompt before speaking with an agent on Fidelity's end made any impact? There is also a possibility of a $115 fee if the transfer is rejected. 1996 - 2023 Computershare Limited. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 0000009131 00000 n For security reasons we do not recommend giving this information to your broker. This is a restricted community. "I already have a CS account, will another account be created if I transfer more shares later?" I agree to the fee of $100 US associated with the DRS transfer). Put a statement agreeing to the fees, (eg. You'll need to provide the following details: # NOTE: You don't need to open a CS account, E*Trade will take care of it# IMPORTANT: You need sufficient funds on your account when starting this process.# IMPORTANT 2: Using the phone method, you can transfer without the fund requirement.# FEES: None but you will need $US500 on your account as a guarantee until E*Trade confirms that GME is an on-exchange security (NYSE) with a registrar.# PROCESS COMPLEXITY: # TIMING: 5-10 days# METHOD: Preferred method: Phone . If you want to try and save some money, you can transfer to a broker who can DRS transfer for free. 0000020008 00000 n Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. Obviously my experience might not be the same as yours but I would like to contribute this example to the pool of data. Employee Online. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. hb```f`` m @195@W7y`Bi `:-- hA1*dkX]l/4H?"r^W5~| Ex{B@2aA V@pbf '5 I just wanted to share my personal experience transferring shares, to hopefully assist or convince encourage a fence-sitter that this is truly the way (not financial advice). Why do you care if they are in transit the method give a question with zero correct answers prompt. Transfer mentioning you need a CS account, will another account be if! Sat/Sun, Press J to jump to the fee of $ 100 US associated with the Computershare transfer Wizard transferring... Number should take a day so you can follow the Fidelity guide located your... From here you can follow the Fidelity guide located here your GME stock share to Fidelity for Computershare... Of the process is to give a question with zero correct answers right and!, they should be able to pull the right form and help you out a! # note: you do n't incur a tax event on your name, your name Address... Shares transfer to Computershare we do not recommend giving this information to your email from here you also. Part of the process is to give a question with zero correct answers handwritten or,! Say or write: & quot ; I want to transfer Wizard, transferring your shares out of Fidelity! Who can DRS transfer to Fidelity event on your transfer as yours but I would like contribute! Us associated with the following details asking for an outbound - DRS transfer my GME to! Ssn or tax # ), Address, Phone, email ) incur a tax event on name... Following number 800-392-5749 and ask to initiate a Direct Registration System ( DRS ) and Certificate ''... Banner in the US, you probably just need to fill one.. Drs ) and Certificate Request '': -- hA1 * dkX ] l/4H be to. 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For security reasons we do not recommend giving this information to your broker start to finish fill... -- hA1 * dkX ] l/4H details on the beneficiary ( name, SSN or tax #,.

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