Transfer Shares to a Personal Broker
You have a choice of two methods to transfer your shares to your own personal broker. In addition to the information below, you should check with your broker regarding its requirements.
Method 1: Your Broker Takes Action to Obtain Your Shares from Computershare
You must provide your broker with your Computershare account key, Account Name/Registration and Investor ID number which appear on the top of your SAIC, Inc. Common Stock Statement or online within your Equity Holdings account on Computershare's EquityAccess portal. Your broker will utilize the DRS Profile System to pull your shares from Computershare to your brokerage account. You should contact your broker about your broker's specific requirements for receiving shares by this method.
Method 2: You Move Your Shares from Computershare to Your Broker
You must first complete the SAIC Common Stock Transfer to Broker Form, which includes information about your Computershare account and your brokerage account, and then submit the form to Computershare. Before submitting the form, a Medallion Signature Guarantee must be affixed on the form by any bank, investment house or brokerage firm. If you are having difficulties obtaining a Medallion Signature Guarantee, you should contact your broker about using Method 1 described above.
After the SAIC Common Stock Transfer to Broker Form is processed and your broker's information is on file with Computershare for transfers from your Computershare common stock account; you can contact a Computershare Customer Service Representative (CSR) and request future transfers via telephone to your designated brokerage account(s). Please advise your broker about the actions you have taken.
Please note:
- Once this form is processed by Computershare, this brokerage information will be kept on file for future use. This will allow you to contact Computershare via telephone to initiate any future transfers of shares to this brokerage account without the need to submit a paper request. However any future transfer requests via telephone will be completed on a First In First Out basis, meaning the oldest shares will be transferred first. You will not be allowed to choose specific lots of shares to be transferred to your broker via telephone. You will need to submit the SAIC Common Stock Transfer to Broker Form with a separate letter of instructions in order to transfer specific lots of shares (see specific instructions on form).
- If your brokerage information is on file with Computershare via Method 2, subsequent transfers initiated by any broker via Method 1 eliminate all brokerage account information on file with Computershare. If this occurs, you will need to resubmit the SAIC Common Stock Transfer to Broker Form along with a Medallion Signature Guarantee affixed if you want Computershare to reestablish your broker account information.
Helpful Hints
- Please note that regardless of which method you choose, only whole shares can be transferred from your SAIC Account at Computershare to a brokerage account.
- Hard copy submission of the SAIC Common Stock Transfer to Broker Form will be entered into the Computershare system or rejected and returned to the transferor via standard U.S. mail within five business days after receipt of your request.
- Computershare will reject a transfer request if (but not limited to) a Medallion Signature Guarantee stamp is missing, if incomplete information is provided on the transfer form or if there is missing paperwork/documentation that is required for the completion of the transfer.
- You may request that Computershare maintain multiple brokerage account information on file for your SAIC common stock account. This can be accomplished by completing a copy of Section 2 and a corresponding Section 4 of the SAIC Common Stock Transfer to Broker Form for each brokerage account. You must obtain a Medallion Signature Guarantee for the signature on each corresponding Section 4.