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Old 10-15-2013, 02:27 PM   #6
goNDmay9
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Join Date: Mar 2005
Location: Atlanta
Posts: 353

Stock Direct From Disney - Disney Investment Plan

Quote:
Originally Posted by HippieChickadee View Post
How can I turn some of my shares into Certificate form before this?!? Any suggestions? I logged onto the new broadridge site and cate find any place or form to get book shares turned into certificates!
I finally got through to Broadbridge. If you want to get your paper certificate and already have stock - you need to overnight a letter with your account #, name and address and clearly state that you want X amount of paper stock certificates sent. They told me the request needs to be in writing and you cannot just request it over the phone.

Here is their overnight address (different from their standard one)

Disney Investor Relations
c/o Broadridge Corporate Issuer Solutions
1155 Long Island Avenue
Edgewood, NY 11717

If you go to the post office right away, you can overnight for about 20.00. UPS was around 30. My receipt says it is guaranteed to get there by 3:00PM tomorrow (10/16). Oh yes, and we sent multiple requests in one overnight envelope!

For those who do not have any stock -you can open an account with 250.00 minimum and overnight to the same address. Here is the form for new participants. They will deduct a 10 dollar and 5 dollar fee from your initial investment as fees. $10 for your enrollment fee and $5 for your investment fee. I forgot to ask if the initial investment needs to be $250 after they take out the $15 in fees though.

https://stockplans.broadridge.com/Co...llmentForm.pdf

Hope this helps!
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