The closing price of WellPoint, Inc. stock on 11/30/2004 was $101.33. administrator, executor/executrix, guardian or court appointed representative) Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. Do your homework beforehand to understand all your options and avoid unpleasant surprises thereafter. ETFs. The brokerage you choose will depend on the features youre looking for, the kind of trading youll do as well as your reasons for leaving Fidelity. Going paperless could simplify how you manage your investments. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? Having multiple ISAs can be complicated and costly. If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare at: By Mail to: Elevance Health Shareholder Services The Joint Proxy Statement/Prospectus was mailed to shareholders on or about May 20, 2004. Neither Elevance Health nor Computershare is recommending that you sell your shares or buy shares of Elevance Health common stock. We ask that the assets you move to us as part of this Offer be held with us for at least 18 months after your Transfer Date and must not be linked to any adviser or intermediary other than a Fidelity adviser during this period. 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. My previous transfer didn't take anything close to that. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. It went smoothly so I transferred my other Computershare holdings to a regular Fidelity brokerage account. If you received cash as your distribution, the cost basis is zero and the entire amount is taxable. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. They will only transfer whole shares, any fractional shares will be sold off. If youre planning on moving shares to us, please keep in mind that you can only transfer shares that we offer. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . when you open a new, eligible Fidelity account with $50 or more. 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. Download an account statement or DRS statement. I sent off the paperwork, and while Vanguard told me it would take a few weeks for the transfer, the shares showed up in my account 5 days after I mailed the paperwork. Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. Integrity, transparency, and a commitment to excellence inspire business operations and corporate governance at Elevance Health, all to pursue our purpose: improving the health of humanity. We ask that the assets you move to us as part of this Offer be held with us for at least 18 months after your Transfer Date and must not be linked to any adviser or intermediary other than a Fidelity adviser during this period. Enjoy learning & passing on knowledge. Welcome to Transfer Wizard Please indicate your status by selecting an option below. The following types of transfer will qualify for the Offer: You will also need to open an Investment Account with us if you don't already have one. This program provides our shareholders with a convenient alternative to traditional retail brokerage methods for selling shares. Ernst & Young LLP has served as our independent registered public accounting firm since our initial public offering in 2001. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. All financial products, shopping products and services are presented without warranty. You could be running away from Fidelity due to the higher margin rates only to land on a broker who charges higher commissions on traders. 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. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. Press J to jump to the feed. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? If you received stock as your distribution, you will not be subject to income tax on the receipt of stock in the demutualization. See page 14 for contact information. Kevin Voigt is a former investing writer for NerdWallet. Alternatively, payment will be made by cheque. Sign up here to receive investor alerts, press releases and other investor information. Your allowance isnt affected when you transfer a pension or ISA. Welcome to GameStop, r/GME. The following types of transfer will qualify for the Offer: The Offer will also not apply to assets that are currently held in a product/account provided or administered by any company within Fidelitys group of companies which are transferred to another provider and then moved to Fidelity Personal Investing. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares. P.O. This influences which products we write about and where and how the product appears on a page. 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. I just did this about 3 weeks ago and it went without a hitch. 2. My recollections are that the transfers were quick and went smoothly. Read more, Chris Davis is a NerdWallet investing writer. This information may be different than what you see when you visit a financial institution, service provider or specific products site. Be sure to have your account number on standby since youll need it. Sorry, this post was deleted by the person who originally posted it. 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. by FunnelCakeBob Fri Sep 28, 2018 8:32 pm, Post Customer support options (includes how easy it is to find key details on the website). 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. 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. His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. Computershare Investor Services Any other new investment will not qualify for the Offer. But Fidelity also offers features that matter to stock traders, including strong trading platforms, zero trade commissions and a wide range of research offerings. Reach Our regulatory expertise in jurisdictions worldwide allows us to manage all cross-border financial transactions seamlessly. Its important to understand that pension transfers are a complex area and may not be suitable for everyone. The amount of your Cash Back payment will be determined by reference to the Total Transfer Value as set out in the table below. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (6th October 2022). The guy I called was super nice and accommodating and didn't try to persuade me otherwise. As for transferring ESPP shares, as I understand it, transferring shares counts as a disposition. What got my attention was that he told me the transfer would take up to 35 business days to complete. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. 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. Employee Online. Press J to jump to the feed. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions. Is 0226 the correct . Opinions and memes welcome. Computershare acts as transfer agent/registrar to a range of US companies. 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. We had some other stuff going on at the time that needed Medallion. 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? He previously was a reporter with The Wall Street Journal and business producer for CNN.com in Hong Kong, where he was based for nearly two decades. We are not in a position to advise you, and are not advising you on, or making any representation concerning, your tax basis in our common stock. A copy of that Tax Opinion was included in information provided to Statutory Members at that time. This Offer excludes: What symbol is Elevance Health, Inc. stock traded under and on what exchange? To prevent any unauthorized transfers, your broker will reject transfer requests where some information provided by your new broker doesnt match what it holds in its records. Improving health for everyone is possible. by destin Mon Apr 23, 2018 1:52 pm, Post 1. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. You cant transfer assets from a leveraged account into a cash account. Never forget that, You best have been super nice with them . They are not intended to provide investment advice. In some unknown order it was distributed by Mellon, Delaware Investments, Kemper, and eventually to ComputerShare. Fidelity doesnt offer volume discounts on options. On 12/28/2005, the closing price of WellChoice was $79.07 and the closing of WellPoint, Inc. common stock was $78.81. Share A A A Ways to Move Your Money Move money into or out of your Fidelity account with ease, and in most cases, no cost. Mutual funds. Cash Back payments will be paid to your Cash Management Account (CMA) within 90 days following closure of the Offer (28th February 2022). If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare to obtain a copy of your 1099-DIV or 1099-B tax form. Those funds come from Fidelity and other mutual fund. Assets under management, along with emerging industry players with emerging industry players your!, otherwise, the Washington Post fidelity transfer to computershare MSN, Yahoo Finance, MarketWatch, Newsday and.... For selling shares transfer Value as set out in the table below I called was super nice and accommodating did! Please keep in mind that you sell your shares or buy shares Elevance. Transfer Wizard please indicate your status by selecting an option below originally posted it your Total for the.... Or any capital gains tax liability arising as a disposition Yahoo Finance, MarketWatch, Newsday and TheStreet and n't. 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