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Broker or Direct Purchase

A guide to owning shares in "book holdings", aka "DRS holdings."

If you are unsure about the difference between book and plan shares, or why some one would want to convert them please check out the DRS FAQs for some answers. If you are still unsure, please reach out to the team with any questions you may have.

This guide breaks down, step-by-step, how you can move your plan shares to "book holdings", or "DRS holdings". If you want to go one step further and have no connection to the plan, see the How to Terminate from DirectStock guide.

 

There are 3 ways to request the conversion from "Plan" to "Book":

 

  • Request the conversion over the phone with Computershare. This is the safest way if you want to ensure fractional shares are not sold. *Note - if fractional holdings are not sold or your account is enrolled in the DRIP, there is a chance that your full account may be enrolled in the DirectStock Plan. More clarification is needed from Computershare at this time.

  • Request the conversion through an online inquiry with Computershare. This is the second safest way if you want to ensure fractional shares are not sold.

  • Terminate the plan on the website and you can choose whether or not to cancel the auto-generated fractional sell order. However, Computershare indicates that there is no guarantee that the fractional will not be sold in the future.

Choose between Dollars amount or Shares number

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