Shareholder Services

Shareholder Services

Investor Relations

Loren Hanson
Assistant Secretary
Otter Tail Corporation
Phone: 218-739-8481
Email: lhanson@ottertail.com

Transfer Agent

Wells Fargo Shareowner Services
P.O. Box 64854
St. Paul, MN 55164-0854
Phone: 800-468-9716 or 651-450-4064
Fax: 651-450-4033

General Inquiries

Shareowner Services
Otter Tail Corporation
215 S. Cascade Street
Fergus Falls, MN 56537
Phone: 800-664-1259 or 218-739-8479
Email: sharesvc@ottertail.com
Fax: 218-998-3165

Otter Tail Corporation has appointed Wells Fargo Shareowner Services as its new Transfer Agent effective October 12, 2015. Your shareowner records and investment information has automatically transferred to them. Wells Fargo Shareowner Services offers online access to your stock account at shareowneronline.com. To activate your new online account, you will need your new 10 digit account number and your Authentication ID. Your new account number will be sent to you via mail. If you have lost your account number please contact Wells Fargo Shareowner Services at 866-605-8638 or 651-450-4064. To receive your Authentication ID go to shareowneronline.com and click Sign Up Now! Select Authentication ID and check I do not have my Authentication ID.

During tax time, shareholders are burdened with calculating their cost basis in order to report their capital gains to the IRS. This can be a very difficult and time-consuming process even for professional tax preparers. There is an easier way.

Otter Tail Corporation has partnered with NetWorth Services to provide you access to the NetBasis Cost Basis system. The NetBasis system will automatically calculate your cost basis including any shares you acquired through dividend reinvestment or stock splits.

AccuBasis
Calculate your cost basis
quickly and easily.

To use the NetBasis system, you will need:

  • Your purchase or acquisition dates
  • Your number of shares acquired and sold
  • Your sale dates

Within seconds, you will have your cost basis, gain/loss and sale proceeds as well as the current status of your investment. The NetBasis system will also provide you with supporting documentation for your records.

To access the NetBasis system, please select the link on this page to go directly to the site. Please note that there is a transaction fee to use this service which is posted on the NetBasis website.

If you have any questions or problems using the NetBasis system, please call the 24/7 Customer Care Call Center at 1-888-80-BASIS (1-888-802-2747) or use the live Web Chat Service located on the Help button once you have logged in to the system.

For Otter Tail Corporation employees who are enrolled in the company's ESPP plan, please note that this service would not be applicable. You will need to use the price information that was sent to you with your statements to calculate your cost basis.

  • OTTR
  • The NASDAQ Global Select Market.
  • Otter Tail has paid quarterly dividends without interruption since 1938.
  • Wells Fargo Shareowner Services
  Otter Tail Corporation Wells Fargo Shareowner Services
Phone 800-664-1259 or 218-739-8479 800-468-9716 or 651-450-4064
Fax 218-998-3165 651-450-4064
Postal Mail 215 S. Cascade Street
Fergus Falls, MN 56537
P.O. Box 64854
St. Paul, MN 55164-0854
Courier   1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100
Email sharescv@ottertail.com  
  • Yes. With the Shareowner Direct Plan, which is administered by Wells Fargo Bank, you can purchase shares directly. It's easy and all brokerage fees for purchases are paid by Otter Tail. The minimum initial investment is $250. To enroll in the plan online, please go to www.shareowneronline.com.
  • If you would like additional information about the plan, please contact the company or Wells Fargo Shareowner Services. Contact information can be found under "How do I find information about my account?" noted above.
  • Otter Tail Corporation shareholders are eligible to enroll in the Automatic Dividend Reinvestment and Share Purchase Plan. Shareholders can make optional cash investments with a minimum investment of $10 and a maximum of $120,000 on an annual basis. If you would like additional information about joining the plan, please contact the company or Wells Fargo Shareowner Services. Contact information can be found under "How do I find information about my account?" noted above.
  • You must hold your shares in registered form with the Corporation to join the Plan and complete the reinvestment portion of the account authorization form. To enroll in the plan online, please go to www.shareowneronline.com.

To transfer shares, we require:

  • Stock Power form [PDF]. The signature(s) must correspond exactly with the name(s) as it appears on the account from which it is being transferred.
  • Your signature must be witnessed by a Medallion Guarantee Program Member (contact your financial institution or broker).
  • Surrender of the physical stock certificates (if any). When mailing, we suggest that you insure your package for 2% of the face value to avoid replacement costs.

If you have questions please contact Otter Tail Corporation Shareholder Services or Wells Fargo Shareowner Services. Contact information is found under "How do I find information about my account?" noted above.

Send the required documents to:

Postal Mail
Wells Fargo Shareowner Services
P.O. Box 64854
St. Paul, MN 55164

Courier
Wells Fargo Shareowner Services
1110 Centre Pointe Curve, Ste. 101
MAC N9173-010
Mendota Heights, MN 55120

  • As soon as the certificate is determined to be missing, please contact Wells Fargo Shareowner Services. Their contact information is listed under "How do I find information about my account?" noted above. Replacing the certificate will require an Indemnity bond. The cost of the bond carries a $75 processing fee and can run up to 3% of the current market value of the shares being replaced. Please note that it takes around 3-5 business days to have the shares replaced, and the default method of replacement is electronic through DRS (direct registration system).

To access the Otter Tail Store visit www.companycasuals.com/ottertail.