We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. We adhere to strict guidelines for editorial integrity. Every batch order has a transaction fee of $15.00. The closing price of Anthem stock on 7/31/2002 was $67.88. Tiers apply. Precisely what I did! Transfer Agent vs Broker Summary It's PRINCIPAL, not PRINCIPLE. Your holding period or acquisition date is the start date of your policy and your sell date is November 2, 2001. Super easy! If your shares are registered directly in your name with our transfer agent and registrar, Computershare, you may contact Computershare for assistance with your stock account. Effective 6/28/2022, we became Elevance Health, Inc. and changed our stock ticker symbol from ANTM to ELV. Depending on how your existing provider administers your overseas shares, we may not be able to transfer these investments to Fidelity as they are. For the avoidance doubt, if during this period you link to a Fidelity adviser and your assets are transferred to Fidelity Adviser Solutions (formerly FundsNetwork) this does not constitute a transfer to another provider. We will not reclaim any Cash Back from assets within a SIPP, other pension or ISA. 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. Other exclusions and conditions may apply. Fidelity Transfer to Computershare agent Hype/ Fluff Waiting for a review survey but wanted to give a big shout-out to Julia Burke. Purchase Elevance Health shares using a broker of your choice. Yes, I was one who only moved a small portion over (20%). His work has appeared in The Associated Press, The Washington Post, MSN, Yahoo Finance, MarketWatch, Newsday and TheStreet. Certificate of Deposit. Participation is strictly voluntary. Commission-free stock, ETF and options trades. Each WellPoint Health Networks shareholder received $23.80 in cash and 1 share of WellPoint, Inc. (now known as Elevance Health, Inc.) stock for each share of WHN owned. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. The transfer request is validated once the customer account information matches. We have authorized our transfer agent and registrar, Computershare, to administer a sales program through the Direct Registration System (DRS). Learn how to transfer stocks off Fidelity today. How can I find out about Elevance Healths dividend history? by jadedfalcons Fri Sep 28, 2018 9:48 pm, Post If you later sell, or otherwise dispose of the stock, you will be subject to income tax on the full amount you receive from the sale, as the cost basis is zero (see Demutualization Cost Basis below). NerdWallet strives to keep its information accurate and up to date. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. Whom do I contact to obtain a copy of my 1099-DIV or 1099-B tax form? Each share of WellChoice common stock was converted into the right to receive $38.25 in cash and 0.5191 share of WellPoint, Inc. common stock. Check out our comparison table of the best online brokers to find a Fidelity alternative. Ally Invest tells me now that transferring in my several accounts at Computershare will have a $115 fee for each account, which they said has to do with DTC and DRS. Ultimately, ensure that your next broker has the features that Fidelity doesnt offer, otherwise, the stock transfer will be in vain. For more details, please contact Human Resources or E*TRADE at (800) 838-0908. Some brokers will freeze an account thats in the process of being transferred no trades are allowed until the transfer is complete. How to transfer shares from computershare to Fidelity? by Newaygo Wed Dec 29, 2021 9:42 pm, Post Create an account to follow your favorite communities and start taking part in conversations. Benzingas list of recommended brokers is a good place to start your search for Fidelity alternatives. 1. Pre-qualified offers are not binding. The closing price of WellPoint Health Networks stock on 11/30/2004 was $125.10. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. If the cash transfer is not within a pension or ISA, that amount will not count toward your total for the Offer. 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.). Super easy. Press J to jump to the feed. Elevance Health's fiscal year is based on the calendar year. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. A notary stamp is not acceptable when transferring the ownership of stock. And while our site doesnt feature every company or financial product available on the market, were proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward and free. Just now I called to move another (60%) over. ETFs. I am the executor of an estate in which the shareholder is deceased. Here is a list of our partners and here's how we make money. 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. Download an account statement or DRS statement. The headache you'll get from this is not worth it. If you dont want to sell your shares, you can transfer them to Computershare and direct register them in your name. We promote offers on a regular basis. Teenage account holders can also invest in select Fidelity mutual funds (including Fidelity ZERO funds, which have no expense ratio). Where is Elevance Health's corporate headquarters? The merger of Trigon Healthcare, Inc. (Trigon/ticker: TGH) with and into AI Sub Acquisition Corp. (a subsidiary of Anthem) was on 7/31/2002. https://www.reddit.com/r/Superstonk/comments/pmy4kw/computershare_and_direct_registering_you_dont/?utm_source=share&utm_medium=web2x&context=3. On 5/31/2005, WellPoint, Inc. (now known as Elevance Health, Inc.) common stock underwent a 2 for 1 stock split in the form of one share for each outstanding share to shareholders of record on May 13, 2005. My recollections are that the transfers were quick and went smoothly. In order to move shares back to Fidelity, you will need to initiate a Transfer of Assets (TOA) on the Fidelity website. by buckkeeper Thu Mar 28, 2019 4:58 pm, Post Individuals. by Earl Lemongrab Fri Sep 28, 2018 8:23 pm, Post Your new broker can provide this form. Before making your decision, please read our transfer guide, Moving your investments to Fidelity, which explains the options available and gives you the information you need to know. I figured the right thing to do was to contact ComputerShare for information of how to liquidate it. Mutual funds: Fidelity has a strong reputation for its mutual funds: The broker scores well across every funds category with a large selection of no-transaction-fee funds, including its Fidelity Zero index funds, which have no expense ratio and no minimum investment requirement. Pre-qualified offers are not binding. NerdWallet Compare, Inc. NMLS ID# 1617539, NMLS Consumer Access|Licenses and Disclosures, California: California Finance Lender loans arranged pursuant to Department of Financial Protection and Innovation Finance Lenders License #60DBO-74812, Property and Casualty insurance services offered through NerdWallet Insurance Services, Inc. (CA resident license no. by abner kravitz Tue Apr 24, 2018 1:39 pm, Post 8. The stock ticker symbol was changed from WLP to ANTM. And while no broker is perfect, you dont want to find yourself tied up to a broker that doesnt come any closer to what youre already getting. In most cases, the broker youre leaving behind wont spare you if you choose to transfer your assets to another brokerage but Fidelity lets you transfer assets at no cost. 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. We believe everyone should be able to make financial decisions with confidence. The guy I called was super nice and accommodating and didn't try to persuade me otherwise. My previous transfer didn't take anything close to that. Read more, Chris Davis is a NerdWallet investing writer. 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. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions are subject to different commission schedules. If you are an Elevance Health associate, you can purchase shares through our Employee Stock Purchase Plan which is administered by E*TRADE. If you need more time and wish to qualify for the offer, please wait until the next offer period. Its the only way to guarantee that your assets will be transferred to your new brokerage. Read the latest press releases and news from Elevance Health, where we strive to elevate whole health and advance health beyond healthcare. This Cash Back Offer (the Offer) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 7th July 2022 and midnight on the 6th October 2022. On 12/24/2012, WellPoint, Inc. (now known as Elevance Health, Inc. and formerly known as Anthem, Inc.) acquired Amerigroup Corporation (Amerigroup/ticker: AGP) in a cash-only transaction. 3. Pay attention folks. Total transfer value will be calculated as at the date of completion of the transfer of your eligible assets (Transfer Date). If you transfer less than 10,000 you will not receive any Cash Back. However, for transfer agents, I think the best course of action is to push. If you currently own a margin account, youll need to open a similar account with your new broker. This offer is not open to those that transfer via an adviser or intermediary. I started a transfer from ComputerShare to Vanguard via Vanguard's website. Update your operating system Do Not Sell My Personal Data/Privacy Policy. fidelity shares are owned by DTCC and CS puts your shares in YOUR name. Its zero-fee index funds and strong customer service reputation are just icing on the cake. More precisely, Fidelity shares are owned by Cede, which is closely related to the DTCC, but there is apparently some liability protection around Cede. 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. Indianapolis, IN 46204. However, things like limited product offerings, draft fees and commissions, scarce educational resources or unresponsive customer service may trigger your search for a new broker. Mutual funds that charge transaction fees will cost $49.95 to buy, $0 to sell. *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. c/o Computershare Trust Company, N.A. Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customers investments to Fidelity. If you have questions about the direct stock purchase and dividend reinvestment plan, please contact Computershare at (866) 299-9628. **The Fidelity Youth Account can only be opened by a parent/guardian. Shareholders may also submit a letter of intent to process additional transactions related to the transfer such as selling shares, replacing outstanding checks and updating the mailing address. by an_asker Mon Apr 23, 2018 2:30 pm, Post FAQs. Its important that you perform an individual cost-benefit analysis before switching to a new broker. The minimum transfer value is 100 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. The normal advice on this forum is to pull shares when you transfer brokers. My plan is 90% computer share. Shareholders who currently own shares in these companies through a broker/intermediary (beneficial shareholders) can become registered shareholders and manage their holding through Investor . Writer | CNN.com, The Wall Street Journal. Do your research, explore your options and assess the implications of performing the transfer. The company recently updated its apps to streamline and simplify trading, portfolio monitoring and research, including a customizable newsfeed. Quarterly dividends are typically paid in March, June, September and December. Frankly, if it's only $300, I would sell the holdings before the end of the year and move on. Fidelity has done away with nearly all account fees, including the transfer and account closure fees that are commonly charged by brokers. Sorry, this post was deleted by the person who originally posted it. How do I get added to Elevance Healths email distribution list? Since most online brokers now charge $0 for stock and ETF trades, they are now much cheaper than a transfer agent. Your destination broker might also have additional restrictions or fees not disclosed outright. Computershare Quick Access Hub (provides quick access to tax forms). Better late than never, eh? For most shareholders, when you exchange your WellPoint Health Networks shares for WellPoint, Inc. shares and cash, you will have taxable income equal to the lesser of cash received or gain on WellPoint Health Networks shares. Computershare does not charge any fees for account maintenance or stock transfers. What symbol is Elevance Health, Inc. stock traded under and on what exchange? Simply complete the corporate nominee transfer instruction form and send it to Fidelity International, PO Box 391, Tadworth, KT20 9FU. Mutual funds. It gives an accuracy-weighted sentiment derived from the ratings of independent research providers on Fidelity.com.". If you transfer more than one product the Transfer Date will be the date when all the transfers have been completed. It may mean nothing to you, but it means a lot to them. Lol my fidelity rep said i was the 6th gme drs she did today. Fidelity Investments offers $0 trading commissions, no account fees that can erode returns, a swath of research offerings and an easy-to-use platform that also can be customized for more advanced traders. Alternatively, access Computershares Quick Access Hub for easy access to tax forms, account statements, mailing address updates, direct deposit and replacement checks. A Community for topics directly related to GameStop. Anthem, Inc.'s (now known as Elevance Health, Inc.) initial public offering was on 10/30/2001 at $36 per share. Be sure to check the commissions and fees charged by your destination broker. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion directly. 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? Its important to understand that pension transfers are a complex area and may not be suitable for everyone. Fidelitys highly rated app includes real-time quotes, multi-leg options trading, a consolidated version of the companys research offerings, and a notebook where you can save ideas and articles from your mobile browser. Prior to delivering your transfer paperwork to Computershare, you will need to obtain a Medallion Signature Guarantee stamp on your transfer paperwork, and this stamp may be acquired from a qualified financial institution. Elevance Health supports health at every life stage, offering health plans and clinical, behavioral, pharmacy, and complex-care solutions that promote whole health. Alternatively, payment will be made by cheque. Have a question about your personal investments? Maybe I need to choose a brokerage that has no such fees. These options are not listed in any order of relevance or preference. If you purchased your shares of Trigon stock, then your cost basis for the Anthem stock would be the same as the cost basis for the Trigon stock. For more details about the categories considered when rating brokers and our process, *$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. But don't quote me on that. It's things like this that make it worth going the extra mile. If this is the case, we may sell these shares and deposit the proceeds as cash in your account to exclude them from the transfer. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The CMA is a separate account in your name that helps manage cash. Assistant Assigning Editor | Cryptocurrency, brokerage accounts, stock market. If your brokers customer service is so hard to catch, its time to comparison-shop. Right, the information I pulled from their wikipedia blurb is: Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of 100) to Fidelity Personal Investing, up to a maximum amount of 500 per customer. The minimum transfer value is 1,000 unless the transfer is from another provider and youre immediately going to start taking money from it, then the minimum is 50,000. As my plan is to sell in 10% increments. a. Fidelity is a comprehensive online brokerage that suits both rookies and experienced traders alike. 9. Disclaimer: NerdWallet strives to keep its information accurate and up to date. And don't forget to get the name of everyone you talk to long enough. 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 . For general questions and concerns, please contact Elevance Health Shareholder Services at: Email: shareholder.services@elevancehealth.com, By Mail to: Shareholder Services Department Create an account to follow your favorite communities and start taking part in conversations. According to FINRA, the entire validation and delivery process typically requires 6 days to complete. I plan to hold on forever , https://www.reddit.com/r/Superstonk/comments/plyne9/turning_skeptics_into_believers_computershare/?utm_source=share&utm_medium=web2x&context=3. In this case, youll need to prepare your portfolio for an account transfer. In alignment with our corporate social responsibility and environmental sustainability initiatives, we have posted our most recent Annual Report on Form 10-K, 10-Q, and Financial Press Release in electronic form on our website under Financials. Please keep in mind that youll need to make a one-off payment or start a regular savings plan to open an account. 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. Terms apply. On 11/30/2004, WellPoint Health Networks Inc. (WellPoint Health Networks/ticker: WHN) merged with and into Anthem Holding Corp. and the company name changed to WellPoint, Inc. (ticker: WLP). Box 505005 Louisville, KY 40233-5005 CS DTC #: 7807 They quoted 7 days, it was done in 4. If you have US stocks, you'll need to complete a new W-8BEN formwithin two weeks of the date you submitted the transfer instruction. Fidelity's broker-assisted trade fee is higher than we like to see, at $32.95. by Ernest74 Tue Oct 05, 2021 12:37 pm, Post Even tho I was her one hundred thousand billionth person calling in for DRS transfer, she was still kind, understanding, and more than willing to spend some extra time on the call to answer my questions. Be sure to have your account number on standby since youll need it. Heres what will happen if you request a transfer to us and you have shares that we dont offer: We will sell them and bring them across as cash. 220 Virginia Avenue Computershare Investor Services by abuss368 Mon Apr 23, 2018 3:36 pm, Post The Fidelity Youth Account is an investment account designed for teenagers (ages 13 to 17)**. All thats required of you is to instruct a stock transfer. ComputersharesEstate Transfer Tool (guide for managing a deceased estate). by hudson Fri Sep 28, 2018 6:08 pm, Post This always worked well. The company does not offer futures trading and its cryptocurrency offering is limited. While the OP has already finished their transfer, for the benefit of others who will come across this thread in the future, this past summer, I transferred my T stock to Vanguard. I think we did do medallion signatures. Computershare is not a brokerage and does not have a set fee for the purchase or sale of stock. Unless you (anyone else reading this) have a deathly fear of talking to humans or you still aren't sure if the validity of DRS (I respect your right to that opinion, I'm still not 100% sure myself), you have no excuse not to transfer to DRS. ***EDIT-1 FOLLOW UP- SHARES TRANSFERRED WITHOUT ISSUE WITHIN 3 BUSINESS DAYS. The same applies if youre transferring a retirement account the source and destination account must match. The Cash Back can be kept in your CMA for fee collection, withdrawn or moved into whichever Fidelity Personal Investing account you choose. You can initiate a transfer for eligible securities here. This is NOT a broker-to-broker transfer, this is a transfer to an official registrar, a transfer agent to get shares in your name. I often called both the broker I was transferring from and also the broker I was transferring too in an attempt to avoid any pitfalls. Frequently Asked Questions - Please select a category from the list box below to display FAQs. I don't recall having to get a medallion signature for Fidelity. Taxes will be due upon sale of the stock. 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. How do I transfer the shares out of the deceased shareholders name? 2. If you are an Elevance Health associate, you also have the option to invest in the Elevance Health Stock Fund through your 401(K) Plan which is administered by Fidelity. They will only transfer whole shares, any fractional shares will be sold off. 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. administrator, executor/executrix, guardian or court appointed representative) This may trigger a Capital Gains tax liability, so please speak to a tax adviser before you sell. Fidelity.com and Active Trader Pro. Computershare Fee to Sell Stocks. Fidelity allows investors to trade stocks, bonds, mutual funds, ETFs, options, forex, Bitcoin and Ethereum. Initial Public Offering - October 2001, Purchase directly through our transfer agent, Computershare. At Fidelity, the local office will give the guarantee and send the forms to Computershare. For these companies, registered shareholders can manage their own holdings directly using our online platform, Investor Center. When is Elevance Health's fiscal year end? Highlights include advanced screeners using research and strategy-testing tools based on 10 years of historical data. Fidelity handled it all. And computershare isn't.. It is important to note that changing your mailing address with Computershare will not change the address that is associated with your health benefit plan. Stock quote pages show an Equity Summary Score, which is a consolidation of the ratings from these research providers. When I had Vanguard pull the shares, the transfer got stuck somehow. Kevin Voigt is a former staff writer for NerdWallet covering investing. Over the years I have transferred shares from CS to Schwab. Just got off the phone with Fidelity myself. To change the address associated with your health benefit plan, please call the customer service number that is associated with your insurance membership which is typically located on your insurance identification card. Please review the. This information may be different than what you see when you visit a financial institution, service provider or specific products site. Press question mark to learn the rest of the keyboard shortcuts. I have transferred many securities over the years especially back when trading individual stocks so I can understand the hassle and anxiety. This pulls them out of the DTCCs pile. NerdWallets comprehensive review process evaluates and ranks the largest U.S. brokers by assets under management, along with emerging industry players. If you hold an investment that is not available through our Investment Platform or is otherwise unable to be re-registered* it will only be able to be moved to us as a cash transfer (see above) if it is held in a pension or ISA. Any transferred assets will be subject to the applicable client terms for the product your assets have been transferred to. If youre building a nest egg for a childs future, as well as planning your own retirement, bringing all accounts under one roof could help you plan your familys collective future more effectively. . by destin Tue May 15, 2018 3:58 pm, Post We adhere to strict guidelines for. Customer support options (includes how easy it is to find key details on the website). In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351. 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