Computershare Customer Service Issues

I recently inherited shares of a stock from my late mother's trust, and I have been struggling to update the trustee designation with Computershare, where the shares are held. Despite my efforts, I have yet to successfully change the trustee information. How can I go about getting Computershare to update the account trustee as per the trust document?

I have been trying to obtain a transfer packet for over a year for my deceased father. My mother has been appointed as the administrator by the judge since he passed away on [redacted]. We have around thirty accounts, and they have been extremely uncooperative. As an attorney, I have had to demand the transfer packets multiple times, only to receive them after significant delays. Furthermore, when I asked about other accounts, they claimed they only had information on the ones they already sent packets for. This frustrating ordeal has now entered its second year, with a total of seven transfer packets received. I am at my wit's end with Computershare's inefficiency, especially after dealing with other companies like AST, BNYM, Wells Fargo, and Computer services. I plan to involve my attorney to resolve this situation after two years of fruitless attempts.

It would be beneficial to allow users to respond to each other as we have all encountered similar issues. It is frustrating that there is no option for interaction. I have been struggling with numerous accounts for a while now, and it's frustrating. It seems like there are endless accounts to deal with. How much would a medium-sized yacht cost? This situation is full of excuses, lies, and inconsistencies as I receive statements and dividend checks despite being told the accounts are not active. It's important to seek legal advice to resolve this matter and ensure peace of mind.

I would like to inquire about the number of Pepsico shares my son and I hold in the account C[redacted]. The account is in the name of John M Daniels for the benefit of my son Steven C Daniels under the Uniform Gift to Minors Act. My details are: - John Matthew Daniels - Birthdate: 04/27/47 I am willing to provide my Social Security number over the phone once I confirm its security. My son's details are: - Steven Cliff Daniels - Birthdate: 05/24/78 I will provide his Social Security number when contacted. Please contact me at [redacted]. We need this information promptly as my son is looking to make a down payment on a house. Thank you.

Regarding Originating Work Item 19221WF[redacted]0: I attempted to transfer a certificate from being held in my name as custodial account holder for my son to his name only. We filled out the transfer request form, but the certificate's value exceeded our bank's $2 million medallion signature stamp limit. To address this, I was advised to send several transfer requests, each with the $2 million stamp, in separate envelopes to total the $12.2 million value of the certificate. Additionally, a letter of explanation should accompany the requests. My specific query is: Should I mail each separate request in its own envelope or can I group them in separate envelopes and then send them together in a larger envelope?

On the 10th of this month, I received a message stating that my verification code had expired. It mentioned that a new code would be sent to my postal address on record. I have yet to receive this letter, and it has been more than 14 days. My home address is as follows: Lanot Dominique La Tourbiere [redacted] Chemin du Pescaire [redacted] - Vielle Saint Girons France Kindly verify the address on file and reach out to me. I would like to update my information, including changing my bank account details, which I am unable to do at the moment. I apologize for any language errors as English is not my first language. Thank you for your assistance.

To Whom It May Concern, I have been attempting to contact you regarding an issue with my account dating back to [redacted]. My records indicate a transaction involving Computershare as the "Payer Name," where stock shares were sold on my behalf and I received a $25,[redacted] US check without receiving the necessary 1099B Form from the US Internal Revenue Service. I was completely unaware of owning shares in your organization and need clarification on the purchase date to correctly report this to the IRS. Urgently, I require information on whether to declare the $25,[redacted] US as Ordinary Income or Capital Gains, as tax laws mandate a minimum one-year ownership period before claiming Capital Gains. Your prompt attention to this matter is crucial. I am in possession of the following sensitive details: Account # SFG C00[redacted]9 [redacted] and Stock Description SFG C01 [redacted]00. Your immediate response is greatly appreciated. Thank you for your assistance. Respectfully, Dan United States of America

I am extremely frustrated because I am unable to access my account. The system claims my username is incorrect, which is not true. I have requested four new verification codes, but they take up to 8 weeks to arrive. I have tried to reset my account, but I never receive the verification email. This issue has been ongoing since August, and I am still unable to log in. The situation is unacceptable, and I would like to withdraw my funds. Could you please advise me on the process for doing so? Regards, Anna M.

I submitted a transfer request twice. The first attempt was rejected due to faint ink on the Medallion signature. The second request was sent to you on 11/19/[redacted]. Since then, there has been no communication regarding the transfer. Despite this, we are unable to access the account, leading us to believe that the shares may have been transferred. We have not received any updates from you or the recipient, Diane J. Brito, Personal Representative of the Estate of Renee R. Garcia. I am acting on behalf of the Simon E. Garcia Living Trust (Acct C[redacted]), with Laurie as the Successor Trustee. You can reach Laurie at [redacted]

I am writing on behalf of my mother, Fortunata P., who is having trouble cashing checks from METLIFE-ComputerShare, as the bank is requesting a medallion. She is the beneficiary of my late father, Teofilo P., who passed away in August [redacted]. The account number is c-00-4[redacted]. She reached out earlier but found it confusing and has asked me to assist in ensuring clear communication to resolve any obstacles preventing her from cashing the checks. Sincerely, Teocarlo P.

I recently discovered that my late mother owned [redacted] shares of Ford stock when she passed away in [redacted]. However, I only found out about this in October of last year. I have been struggling to find reliable guidance on what to do with these shares. To make matters worse, someone actually suggested I could sell the stock at a Ford dealership, which seems absurd. I feel frustrated and overwhelmed by the lack of helpful information. I'm unsure if the shares are even registered in my name. I have been following advice from others, but it has not led me anywhere, and now I am starting to doubt their credibility.

I am looking to confirm my ownership of depository shares of Regions Financial Corp. My name is Richard S. and you can reach me at [redacted]. The Registration No. is [redacted]10. The depositary shares represent a 1/40th Interest in a share of a Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series C. The shares are expected to be delivered in book-entry form through The Depository Trust Company, Clearstream Banking, and Euroclear Bank S.A./N.V. around April, [redacted]. I would appreciate your assistance in verifying my position. Thank you, Richard G. Spradling.

Subject: Inquiry About Mailed Stock Transfers I am writing to inquire about the delivery status of a large envelope containing stock transfers that I sent to Computershare on December 28th. The envelope was sent via USPS Registered Mail - First-Class from the Macedonia, Ohio post office. Despite receiving notices of imminent delivery, the tracking information on January 4, [redacted], shows that the package is still awaiting a delivery scan. The tracking number for the package is RE[redacted]94US, and it pertains to the accounts of Tony and Rose Perri under the Perri Family Trust established on 8/24/98. The envelope includes transfers for six different stocks. I kindly request confirmation of the receipt of this package. Thank you, Dominic R. Perri Executor and Trustee

I need assistance obtaining a tax form for a dividend. I attempted to access my online account but was blocked due to a security question error. I mistakenly provided the model name of my first car instead of the make. Could you please lift the block so I can try again? The tax form is for my [redacted] dividend on Account C[redacted] with Prudential Insurance Co, held jointly by me, Janice K. DePriest, and my husband, Kurt A. DePriest. My accountant requires this form urgently, and it's the only thing pending. Thank you for your prompt attention to this matter.

I am in need of the Forms [redacted]-DIV for my late mother's account as I am unable to access them online. Unfortunately, I keep receiving error messages stating that the account is not eligible for online servicing or that there was a problem locating the account when trying direct access. I have tried both my mother's and my own social security numbers to access the forms without success. The 1099DIVs for Suntrust/Truist have not been received by mail either. These forms are crucial for me to complete her tax return.

I have been trying for over 15 years to change the name on my deceased in-law's account. Icahn Enterprises and Computershare have not proactively investigated why the uncashed checks were being sent to the state. Despite multiple attempts and submitting the required paperwork, I never received sufficient information or a call back explaining the rejections. Even though I have proof that the medallion signature was not a copy, I was told otherwise. I am frustrated with the lack of progress and communication. I request a thorough review of the situation to finally resolve this issue.

As the executor for my sister-in-law's estate, I handled the transfer of her Disney stock to her sister in [redacted]. However, challenges arose when Blockridge requested additional information. Due to unforeseen circumstances, including cancer diagnosis and a move to an assisted living facility, our response was delayed. I have since gathered the necessary data and forms to resume the stock transfer process. I have queries regarding submitting the Blockridge forms directly to the new transfer agent, Computershare, the address for submission, and the recipient for the transfer checks. Additionally, it's important to note that one stock certificate is lost. The Disney account number associated with the stock is 1[redacted]67. Our current address is [redacted] Clarkson Rd, Chesterfield, MO [redacted], and our contact number is [redacted].

When I try to log in by entering my username and password, I am taken to a Registration screen. Below that, there is a tab to "Confirm your Stock," followed by "Your Details." There is also an option to recover my User ID with a Cancel and Recover User ID button. Clicking on the Recover User ID button causes the screen to go blank and freezes my browser. 1. I wonder why I am prompted to recover my User ID when I have already entered it successfully along with my password. 2. I have tested this on both Chrome and Firefox, and they both exhibit the same issue. 3. I made sure to clear all cookies and browser cache before each login attempt, but the problem persists. 4. With over 40 years of computer experience, I suspect it might not be a browser issue unless there are specific codes on the website restricting certain browsers.

I am a combat veteran and currently under treatment for a brain tumor that I suspect is linked to having had COVID-19. I kindly request that my loan be deferred or refinanced at updated interest rates for [redacted] days. I assure you that I have a job to return to and I am committed to making payments. Not receiving responses to my calls has led me to consider bankruptcy, which I will discuss with a lawyer this Wednesday. I urge you to assist me during this difficult time to avoid any public backlash. I have the support of the VA and various veterans' organizations, and I plan to reach out to State and Federal politicians if necessary. Please handle my situation with the care it deserves to prevent me from facing homelessness amidst the health challenges I am battling. Respectfully, Michael S. – a decorated combat veteran affected by COVID-19 and a brain tumor.

As a financial advisor with Assante Financial in Saskatoon, my son Kjell and I have been in business for over 35 years. We specialize in financial planning for retirement, will planning, and estate consolidation for seniors. Currently, we are assisting retired teacher Richard E. Powley with account C[redacted] to resolve issues related to the sale of his Telus shares on September 25th, [redacted]. Despite various attempts, including submitting letters of indemnification, we haven't received the proceeds of $[redacted],[redacted].57 for his account, resulting in a 5% loss. We are seeking resolution for case no [redacted], involving lost cheques and the requirement of a medallion guarantee stamp from Telus. Unfortunately, this requirement is not standard in Saskatchewan. We are reaching out to Telus's CEO, Darin Entwistle, to discuss providing improved service for long-term shareholders like Mr. Powley. Mr. Powley will be visiting our Meadow Lake office today, and we are open to settling this matter before Christmas. Please contact us at the Meadow Lake office: [redacted] or my cell: [redacted].