Services

we are good at what we do

Professional Service

Our stock transfer agents understand that the quality of our services relies on our ability to understand and communicate your needs in a manner that is considerate, helpful, and above all a testament to the mechanisms that make First Illinois Shareholder Services not just your choice but the ONLY smart choice to make.

Transfer Processing & Account Maintenance

Provide transferring of stock (transfer agent and registrar).
Provide maintenance of shareholder records.
Mail W-8/W-9 forms to new accounts – posting taxpayer identification number certifications to our system.
Mail W-8 forms to foreign shareholders every three years.
Mail dividend reinvestment information to new accounts and to existing accounts as requested.
Code shareholder accounts for reinvestment.
Mail direct deposit information to new accounts and to existing accounts as requested.
Code shareholder accounts for direct deposit.
Mail year-end tax information to shareholders.

Shareholder Services & Communication

Provide Company specific shareholder contact number.
Respond to shareholder correspondence/phone calls.
Reporting of lost and recovered certificates to the SIC (Securities Information Center).
Prepare shareholder listings and labels as requested.

Dividend Disbursement

Make payment of cash dividends to the shareholders of record as of the record date by direct deposit or by mailing a check, payable to the registered shareholder.
File required information returns concerning the payment of dividends and distributions.

Administration Services

Proxy solicitation and tabulation for routine meetings.
Support efforts of proxy solicitor.
Support efforts of dividend reinvestment plan administrator.
Administration of a small share repurchase program.
Lost shareholder research.
Exchange Agent.

Direct Registration System

Administration of direct purchase/dividend reinvestment plan.