Transfer Agent: EQ Shareowner Services P.O. Box 64854 St. Paul, MN 55164-0854 Phone: 866-605-8638 Please have your EQ account number available when you call. Customer Service Representatives are available from 7:00 a.m. to 7:00 p.m., Central Standard Time, Monday through Friday. An automated voice response system is available 24 hours a day, 7 days a week. Website: www.shareowneronline.com
Phone: 701-451-3571 Media Inquiries: 218-739-8535
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.
To use the NetBasis system, you will need:
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.
To access the Otter Tail Store visit www.companycasuals.com/ottertail.
OTTR
The NASDAQ Global Select Market.
Otter Tail has paid quarterly dividends without interruption since 1938.
EQ Shareowner Services
Phone: 866-605-8638Website: www.shareowneronline.com
Yes. With the Shareowner Direct Plan, which is administered by EQ Shareowner Services, 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 EQ 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 $150,000 on an annual basis. If you would like additional information about joining the plan, please contact the company or EQ 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:
If you have questions please contact Otter Tail Corporation Shareholder Services or EQ Shareowner Services. Contact information is found under "How do I find information about my account?" noted above.
Send the required documents to:
Postal MailEQ Shareowner ServicesP.O. Box 64854St. Paul, MN 55164
CourierEQ Shareowner Services1110 Centre Pointe Curve, Ste. 101MAC N9173-010Mendota Heights, MN 55120
As soon as the certificate is determined to be missing, please contact EQ 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).