Showing posts with label mail. Show all posts
Showing posts with label mail. Show all posts
Wednesday, August 26, 2015
How to Direct Buy Nike Stock (3 Steps)
Obtain and read the plan brochure carefully before you enroll in the Nike DSPP. This brochure discloses the full terms and conditions of the Nike DSPP, including current fees. It is available for download through Nike's transfer agent, ComputerShare (see link below) or you may request the brochure and enrollment form by mail by calling ComputerShare at (800) 756-8200.
Decide what investment method you want to use and how much you wish to invest. Your initial investment must be by check, but after that you can deposit money by check or through electronic debiting. The cost for electronic debiting is less. As of 2009 each transaction cost 3 cents per share plus $2 (electronic debit) or $5 (by check). The minimum initial investment is $500, but this may be paid in 10 $50 monthly installments through automatic debiting of your bank account.
Download and complete the enrollment form and send it to the address shown. You must provide your name, address and Social Security number. You also need to give your bank account information and fill out a debit authorization form to set up electronic transfer payments. Include a check for your initial investment plus $10 for the setup fee (this is a one-time charge). Make the check payable to ComputerShare. Drop the enrollment form in the mail and you are on your way to becoming a Nike stockholder.
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Monday, August 24, 2015
How to Become an Independent Stock Broker
Go to the National Association of Independent Securities Dealers and register to take a Series 7 Exam. The exam takes about six hours to complete with 260 questions, which you will have to pass with a score of 70 percent or higher.
Fill out and file a FOCUS form with the Securities & Exchange Commission, which will register your independent status. You can send it in by mail or electronically.
Set up an account at a brokerage like TD Waterhouse or Schwab to act as a custodian for any funds that you hold their on behalf of your clients. Although most brokerages that employ traditional brokers and also charge them fees based on the assets, they manage the independent broker is free of those onerous fees. At this stage, you can solicit clients and begin investing their money directly while keeping the lion's shares of the commissions and fees for yourself.
Sunday, August 23, 2015
How to Change the Beneficiary on Walmart Stock
Contact the transfer agent used by Walmart. Walmart's transfer agent is Computershare. You can contact Computershare at 1-800-438-6278.
Inform the transfer agent you want to change the beneficiary on your TOD registration. The transfer agent will mail you the necessary paperwork to change the beneficiary on your Walmart stock.
Complete the paperwork with information about the new beneficiary, including the beneficiary's name, address, phone number and Social Security number. Take the paperwork to a notary and have the forms notarized. Mail the completed notarized forms to the address listed on the form.
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