SHAREHOLDER
SERVICES
EMPLOYEE STOCKSERVICES
PLAN SERVICESSPECIALIZED EQUITY SOLUTIONSKNOWLEDGE
CENTERALL PRODUCTS
& SERVICES
PLAN SERVICESSPECIALIZED EQUITY SOLUTIONSKNOWLEDGE
CENTERALL PRODUCTS
& SERVICES
Successful companies look to BNY Mellon Shareowner Services for our breadth of product, quality of service and focus on value.
To get more information about our Products & Services:
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Individual shareowners with accounts inquiries, please see Contact Us
Shareholder Services
Asset Recovery Services
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Advisory Services
Take advantage of our access to current and accurate information. With BNY Mellon Shareowner Services as your advisor, you will benefit from our regular contact with state unclaimed property administrators and our close monitoring of legislative and regulatory initiatives.
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Initial Compliance Services
Identify reportable unclaimed property and reduce liability for past due property — we'll help bring you into compliance in all jurisdictions that may have a claim on escheatable property. We seek to obtain applicable release and indemnification agreements from various jurisdictions and provide strategies to minimize your exposure to interest and penalties.
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Annual Compliance Services
Maintain your compliance through an annual review to identify property that has become escheatable since the prior year's report. We will conduct robust due diligence efforts to locate lost shareowners and compile and file the necessary reports and corresponding remittances.
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Shareowner Location Due Diligence
Fulfill your due diligence requirements at the state level by applying a combination of one or more of these services:
- Annual Due Diligence — We will attempt to contact all shareowners with outstanding or suppressed checks or undeliverable certificates.
- Electronic database and new address retrieval — We'll utilize the shareowner's Social Security Number to identify his/her new address, which we've found to be a proven method to significantly reduce lost shareowners.
- In-depth research — We'll identify owners who cannot be located using traditional methods.
- Post Merger Processing Services — We will provide a comprehensive review of your M&A events in order to identify lost or dormant holders. These holders will be offered assistance in the exchange of their shares. The goal is to maximize the shareowner participation.
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