Shareholder Services

Investor Relations

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

Transfer Agent

EQ 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 Equiniti (EQ) Shareowner Services as its Transfer Agent. EQ offers online access to your stock account at shareowneronline.com. To activate your online account, you will need your 10 digit account number and your Authentication ID. Your account number can be found on your quarterly statements that you receive from EQ. If you are not able to locate your account number, please contact EQ 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.

Description Type

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