Advertisement
Not a member of Pastebin yet?
Sign Up,
it unlocks many cool features!
- *3rd party dont access the account/ cant confirm
- and deny.
- SECURITY CHECK
- *Name of company
- *Full Name
- dr,jr,sr - must
- mr, mrs, ms - no need
- *Complete address
- *Additional sec question
- Date of birth (if available) *espp
- SIN/SSN/TIN (Exception: OSB)
- Direct Deposit info. (F.I. Name, Transit/Routing Number & Account Number)
- Payee instructions *How div received
- IAGQ reference number (provided by IA - viewable in Suivi d’appels)
- or
- Certificate/Ownership Statement number
- Certificate issue date (Exact date required)
- Number of shares (per certificate / DRS / DRIP / class total / account total)
- Bond/Debenture dollar face value (per certificate / class total / account total)
- Shares transferred from/when (month & year)
- Amount of last OCP made to account
- Cheque number
- Amount of last dividend/interest payment
- Previous address on file (Street and City is sufficient)
- Date of last address change (month and year is sufficient)
- Tax slip information (confirm amounts in certain boxes of issued tax slips)
- *VERBAL AUTHORIZATION (3rd party )
- - verbal authorization first then 3rd party can do the Authentication.
- *Certify paperwork
- -msg
- -notary
- *service@computershare.com
- *no chnage of address if
- -Unissued/Lapsed payments
- - Returned (RTD) certificates
- -A combination of both
- *change of address must be done in writting
- WRITTEN REQUEST
- -Issuer
- -Account registration
- *In addition, the request must include ONE of the following:
- Holder account number (HID)
- Certificate number
- Current address on file (including postal code)
- SIN/SSN/TIN
- * Requests must be signed by ALL registered holders (joint accounts)
- Should the request be from a legal representative, Proof of appointment must be submitted
Advertisement
Add Comment
Please, Sign In to add comment
Advertisement