Enrolling
at this site
- 1.) The
Order Form gives you the opportunity
to give gifts of stock to one lucky person. You may order
up to 18 companies per gift recipient. And if you have
further recipients in mind, just make a new order.
- 2.) Select
any or up to 18 companies Temper* offers. Your gift
is always one share per company and includes enrollment
in the company DRIP as well as a sample certificate to
announce your gift. The dollar amount shown next to the
stock is the cost of the gift and it includes the service
fee as well as a non refundable cushion.
- 3.) You
may order online or use the Printable Order Form.
- 4.) An
acknowledgment of your order will be sent immediately.
- 5.) A gift card is created as you
enter your order. You are invited to print this high quality PDF file and present it to the
recipient to announce your gift while your order is being processed.
Gift certificate stocks
- 1.) If you prefer, rather than pick specific stocks to give as gifts, you can
give a certificate.
- 2.) The certificates are denominated from $75 to $500. You may give more than one
certificate to an individual to increase the value of your gift.
- 3.) The gift recipient may use the certificate to buy stock in one or more companies
depending on the cost of the stock and the amount of the certificate.
- 4.) Any amounts in excess of the cost of the stock(s) selected will be refunded to the recipient.
- 5.) Certificate sales are final and no refunds to the purchaser will be granted.
Temper Enrollment Service (Temper) purchases the initial share or shares necessary to get your gift recipient enrolled in a given plan, has the share registered in his or her name, and in most cases automatically enrolled his in the DRIP*. Temper provides you with a mock certificate (which you can present to your gift recipient) all for a one-time charge incorporated in the price shown next to the stock. The time frame for enrollment is generally 4 to 6 weeks from the date of purchase. Some agents require a signed enrollment form from you after the stock has been registered in your name.
PLEASE NOTE
Social Security (or Taxpayer) number is required in order for us to open an account in the company sponsored direct Investment plan. (A registrant's personal information is not shared with the gift giver.)
Foreign investors must submit a W-8 form to the transfer agents once the account is opened so that taxes are not withheld from dividend distributions.
W-8 Form and mock (sample) certificate, B.F.
Note: These are PDF files that can only be viewed with the Adobe Acrobat Reader. Download Acrobat Reader
If you are giving a gift to a child under the age of 18, be sure that the registration is in the form of a custodial account, using the child’s Social Security number. Example: “John Doe, cust. for Jane Doe under NY UGTMA (UTMA)”—only for residents of the United States.
Enroll in a DRIP is as easy as ABC
A. Send in order form (or enroll on line);
B. Temper will purchase your initial share, register it in your name, and get you enrolled in the DRP*. You may order enrollment in as many as 18 companies at one time.
C. Time frame- 4 to 6 weeks from date of purchase.**
Total cost- About $30 plus the cost of the stock for each company.
** Temper purchases stock once per month.
Your order will be executed on the next scheduled
investment date. The prices shown are recent closing prices. The
actual price of the qualifying share (when it is purchased) may
be more or less than the amount shown.
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