Skip to main content

Stockholder FAQ

Frequently Asked Questions applicable to IBM stockholders.

Stockholder FAQ

Below are answers to the questions most frequently asked. For your convenience, we have subdivided the answers into eight main categories, one of which is a "printable forms" area. To get what you need just click on an item in the table of contents below:

Dividend payments

· Dividend Payments

· Lost/stolen dividend checks

· Direct deposit of dividends

· Dividend reinvestment

· List of Prior Dividends

IBM investor services program

· Direct Stock Purchase (open enrollment) plan

· Dividend Reinvestment

· Voluntary Additional Investment

· Automated Investment

· Depositing Stock Certificates

· Withdrawing Stock Certificates

· How Do I Sell Shares?

· Gift Transfers

· Bank/Broker Account Numbers

Printable forms

· Stock Power

· Broker Authorization

· Affidavit of Residence

· IRS W-9

Registered ownership

· Definition

· Traditional Stock Certificates

· What Are Book Entry Shares?

Stockholder services

· Contact Information

· Replacing Lost Stock Certificates

· Change of Address

· Annual Meetings & Proxy Voting

Stock split information

· Stock Split Information

· How to Adjust Price to Reflect a Stock Split

· Frequently Asked Questions

Tax reporting

· Taxpayer Identification Numbers

· Dividends

· Gross Proceeds

· Non-Resident Alien (Foreign) Withholding

· Backup Withholding

Transferring shares

· Transferring Shares to New Owner(s)

· Add a Name onto Stock

· Legal Name Change

· Deceased Stockholder — SingleAccount

· Deceased Stockholder — Joint Tenant

· Into a Trust Registration

· Into a Custodial Registration

· Non U.S. Citizen

· None of the Above

Back to top