Make it clear you just transferred shares, do not have a registration yet, and don't want to wait for regular post. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. This is simply a gathering of information available publicly. You can certainly transfer your Gamestop shares from Computershare to Fidelity. Here is something I found really quickly. You contact TDA and ask for a form TDA371 or just use your favourite search engine and type something like "TDA 371 Ameritrade". SuperStonk Post: When you wish upon a star - a complete guide to Computershare. 0000027453 00000 n
Access Issuer Online. Open an account with Fidelity. Fidelity is a popular choice for being free and fast at direct . For a successful DRS transfer, your Fidelity account must also be in good standing, and there is no margin debit balance. Once your your shares and $100 are settled in Public, you can send them a Letter of Instruction. Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. Section 2: This is basically YOU and YOUR details. Step 3. Step 2. Make sure you can transfer your shares. Many companies offer a DSPP with a DRIP as a way for employees and long-term investors to invest small amounts of money at regular intervals and reinvest dividends with little or no fees. Things you need to know and/or might need. Make a stock purchase. 9 0 obj
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Hope this clears things up! Look Smart $$$, I diversified like you wanted! This time it will be 98% of my shares instead of 30%. Total call time ~7 minutes. Home Support Articles How to DRS Your GME Stock Share to Fidelity. Reddit and its partners use cookies and similar technologies to provide you with a better experience. When transferring positions, your broker should be asking or giving you the choice on the tax method you'd like to use to transfer your positions. 0000018659 00000 n
Rep will submit the request/form to their "Outgoing Transfer Specialist", # NOTE: You don't need to open a CS account, WB will take care of it, # IMPORTANT 2: Double/Triple check your shares are not lent. CS live chat was not particularly helpful. Step 1. Saxo trader (AUS, could be international). Best to go buy a share on computer share then drs from fidelity. For example, you might get push-back on the DRS transfer mentioning you need a CS account. Is It Safe To Link My Bank Account to Fidelity Full View? Step 4. # IMPORTANT: You need sufficient funds on your account when starting this process. At that point, they should be able to pull the right form and help you out. If not, then it will take another 2-3 business days. There is also a possibility of a $115 fee if the transfer is rejected. This can be for a few reasons, such as a middle initial existing on one account, but not the other. It's best to contact your employer or reach out to the institution holding your funds to determine how many units can be transferred. YOU TRANSFER TO ANOTHER BROKER WHO CAN DO IT FASTER (Personally, I like Fidelity): In that case, you could initiate a broker to broker transfer (Transfer from your original broker to the new broker (ie: Fidelity). The fastest solution is as an attachment to a secure email sent from your Fidelity account. 0000001840 00000 n
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Fidelity have been known to reimburse up to $75 if asked. The process was so completely easy from start to finish. For security reasons we do not recommend giving this information to your broker. 0000028985 00000 n
For the process, You'll need to provide CS' details above (Address and DTC number). This sexy ape called u/Bibic-Jr is keeping a good log of all brokers. You can wait 3-5 business days for the verification letter, or you can verify your identity immediately online. A statement accepting the $115 fee associated with this transaction. 0000020008 00000 n
Your shares are held in book-entry form. You'll then get a verification link to your email. Call the following number 1-800-343-3548 and say it's for 'stock certificates'. Issuer Online. "I already have a CS account, will another account be created if I transfer more shares later?" DRS is share ownership without paper stock certificates. Your account number, your name, your phone number, your email. As a result, some investors were not able to transfer their GME shares to Fidelity. ComputerShare is not some shady company. DTC# 7807. Step 2. Step 3. Reddit and its partners use cookies and similar technologies to provide you with a better experience. endstream
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Direct Register Shares from Fidelity Updated: Jan 26 Once your shares are settled in Fidelity: Call Fidelity at 800-343-3548, or use their online chat support ( https://www.fidelity.com/customer-service/contact-us ). The transfer will take 5-10 business days to process. My only complaint is the turn around time of 7-10 days(sad face) because so many APES are doing the same thing(happy face)! # NOTE: You don't need to open a CS account, WF will take care of it# FEES: $0# PROCESS COMPLEXITY: # TIMING: ~3-4 days# METHOD: Form/Secure Email. If your name and address match exactly, then the transfer will process within the normal amount of time. Thanks for reaching out to us. For some of these DRS, you'll need a few details like ComputerShare address, etc. - That's true. I'm Diego, 38, and I currently reside in New York. Mais oui! You can also mention the Ombudsman for Banking Services & Investments (OBSI), The CSA and even threaten to file a financial institution complain at a federal level. # NOTE: You don't need to open a CS account, Ally Invest will take care of it. Computershare is a leader in the financial world, offering items like employee equity plans, stakeholder communications, and diversified financial and economic governance service options. Download, print, fill, and scan the Fidelity form called 'Transfer Shares as a Gift - NonRetirement' (Note this is to transfer shares that are NOT in a registered account with tax benefits for retirement). Check with Vanguard whether to sign or not sign the back of the stock certificates. To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Transferring an IRA to CS is possible. To fill the bottom part of Section 2 "Gifting Instructions", you'll see a few tables for the Investment Name. 1. In my case, it took 3 days. All of my shares have been settled for a while. 0000025552 00000 n
The fastest solution is to create a ticket to a Secure Message Server. Computershare Trust Company, N.A., P.O. - Well, it's a bit weird. This is a repost of my initial DRS series. Direct Registration System (DRS) Transfers and how we lend shares. Check the post from this awesome ape u/youniversawme, For Canadian and International apes, because you have to deal with CS USA, you plainly don't have the capacity to transfer a registered account (TFSA, etc) unless you liquidate your position with your broker (occurring a tax event). The transfer process will take about 4 business days. Not sure if there could be an easier way in the future. 0000015021 00000 n
You need to fill the form called "Transfer Out - Direct Registration System (DRS) and Certificate Request". The stock you want to transfer along with CUSIP and quantity. You can also find the form online here but you'll then have to download, print, fill, scan and return. 0000011728 00000 n
I was instantly allowed access to my account (no waiting in the mail as I've seen reported here.) $1m/transaction so definitely lower than my floor. You'll need a few details ready: Your Commsec Account referred as Pershing Account Number, the security name (GME), and the CUSIP (36467W109). Automated Stock Adminstrator's Portal Please note: this will take you to one of our external sites, Manage your cap table and self-administer employee equity plans. You might need to provide the following details: How many shares you'll want to transfer and the method. Select an account from the drop-down menu. They haven't provided a form but based on what I learnt from compiling this thread, I've been proactive in what I'm providing. Optional: If you want the shares ordered in Last In First Out (newest shares transferred first), or First In First Out (oldest shares transferred first). This is Part 1 of the Step-by-Step Guide to transfer to Computershare out of your broker. This can be handwritten or typed, but it must be signed with wet ink. 0000014350 00000 n
The Transfer Agent's name, DTC number, and address. How To Check Your Total Commissions & Fees on Fidelity. Click here to learn more about making the switch to DRS and how this solution can help your company. Your Public account number, full name, phone number, email address, Tax ID/SSN. NOTE: When calling the first #, say your Schwab Acc. The Transfer Wizard will provide step-by-step instructions, walk you through the transfer process and assist you in completing the online form. I was looking into how I can drs x amount of shares to CS? Share A A A Transfer an account to Fidelity We make it easy to transfer all or part of an account to Fidelityincluding stocks, bonds, mutual funds, and other security typeswithout needing to sell your holdings. Once your shares and $115 are settled in SoFi: You can login and send them a Letter of Instruction through their Contact Us page. You will need to send a letter of instruction (ie: "yo, change this to what i want!"). From what I understand it takes 4-5 days. Indicate the number of shares for which certificates should be issued or a DRS transfer should be processed. Return via email. Step 1. Step 2. Once scanned, send it via the secure message center in the TDA interface (when logged in). From here you can follow the Fidelity guide located here. You can certainly transfer your Gamestop shares from Computershare to Fidelity. # Important: You need to have the $50 available on your account for the fees. Step 2. From here you can follow the Fidelity guide located. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $115(US). Unfortunately, for the majority of international apes, it is not possible to open an account with CS directly. Updated: Jan 26 SoFi charges a $115 fee to DRS transfer to Computershare. Computershare, along with Wells Fargo Shareowner Services, Broadridge Financial, and Amstock are all popular stock transfer agents. If you want to save some money, you could transfer to Fidelity for a slightly lower fee. Step 1. NOTE: For transparency, it didn't work for me since my postcode (ZIP) is 4 digits. DON'T HESITATE TO FLEX UP. They have a form allowing to do a Transfer out for DRS. You can then set up your account. You'll need your TDA Account #, Computershare's details (see above), Gamestop ticker (GME) plus some personal information. Say: I want an outbound DRS transfer of my GME shares to Computershare. Step 4. YOU CAN ALSO USE NAASA FOR ASSISTANCE. We can't take DRS for granted. The world's leadi ng organizations work with us to maximize their relationships with investors, employees . Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. I did this process and was told by fidelity they require an account number so I have to do it all over again. Fidelity have been known to reimburse up to $75 if asked. This means each time you want to direct register shares of a specific stock (no matter how many shares) you are charged $100. The Direct Registration System (DRS) allows registered securities to be held in electronic form without having a physical security certificate issued as evidence of ownership. This can be for a few reasons, such as a middle initial existing on one account, but not the other. - See bottom of this post for more on this. Heard we are doing round 2 of DRS! This can be handwritten or typed, but it must be signed with wet ink. Step 2. Call the Onboarding line on 1-855-730-0325 as they are more knowledgeable about DRS Transfer. Step 2. Box 505005 Louisville, KY 40233-5005 (888) IBM-6700 (United States, Canada and Puerto Rico) (781) 575-2727 (all other areas) ibm@computershare.com You can write it informally, or use the following templates: GameStop specific template, blank template for any stock. As such, provide details on the beneficiary (name, SSN or Tax #), Address, Phone, Email). In GameStop's case that's: Computershare US. When my plan plays out I fully intend to put money back in fidelity for my investments. Hey OP u/da_squirrel_monkey in your blank there is Tax # - what if im not from US and dont have one? Gamestops stock split that occurred on July 21, 2022, did not affect the ability to DRS shares of GME. International apes can certainly buy and transfer into CS. 0000000016 00000 n
If you are in the US or Canada, you can check u/BananyaBangarang who has put together an awesome guide. Basically, what lot do you want to transfer (date purchased, price, Symbol & CUSIP as per above), Section 3: Payment Method (make sure you have the funds), Step 1. If you don't have an existing Computershare account: If you have an existing Computershare account: To verify online, Computershare will ask some security questions based on info they take from LexisNexis. Box 505005, Louisville, KY 40233-5005. I have issued an updated guide available here (https://www.reddit.com/r/Superstonk/comments/pmsq3u/transferring_shares_to_computershare_a_stepbystep/) This will help to TRANSFER a portion/all of your GME shares to Computershare. I am waiting on my account number. In my case, it took another 1-2 days. Employee Online. 0000001461 00000 n
Contact CS ~48-72h later to make sure all is fine (GME Team: +1 877-373-6374 and press *99 (or 0) twice then state it's for Gamestop). Step 3. Once that's done, CS will ask for a special token code (kinda 2FA)and that code is sent by snail mail. Your account number, full name, SSN/Tax ID. If you ask Fidelity, they can reimburse the $75 transfer fee. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/UsersCountIndicator.2ab8dda40f822a31d31c_.css.map*/. You need to use CAPITAL LETTERS and BLACK INK. NOTE: You can also request Express to receive that special code. 0000023128 00000 n
# Note: You don't need to open a ComputerShare account, Fidelity TD Ameritrade will take care of it as part of the process. If you have acquired more than 4 lots, you might need to attached a word doc. 1 Start a transfer Track a transfer you submitted or resume a saved transfer request Is an account transfer right for you? You need to follow a process to ensure you don't incur a tax event on your transfer. I eat yellow crayons for breakfast and my last IQ test came at 69 so this is NOT financial advice. Step 1. Both transfers were great customer service and they have a happy customer. You might want to follow-up with them a day or so after to make sure it's received and processed. - There are 2 parts to the DRS process: The process with your broker (ie: how long it takes for them to initiate the DRS transfer). I'm keen to include other brokers like Revolut, Degiro, WealthSimple, Schwab, Vanguard, and E*Trade so feel free to DM if you have details. Open an account with Fidelity. Click Preview to confirm the details of the request. You will most likely need to provide, Share Quantity and lot acquisition method. Put a statement agreeing to the fees, (eg. - Once again, you have to be clear about your investment strategy. Your broker may ask you for a Computershare account number. Then you can enter the verification code. # NOTE: You don't need to open a CS account, Fidelity will take care of it. Last month, there was a technical difficulty within Fidelity that prevent DRS transfer from happening. How do I view the full number? 0000026132 00000 n
This is incorrect. Step 1. 0000003800 00000 n
Press question mark to learn the rest of the keyboard shortcuts. Answer security questions such as Social Security number, ZIP Code, name of the stock that you hold (GameStop). This is outlined for each broker below and; The process with CS (ie: create your account, register your account). # NOTE: You don't need to open a CS account, TDA will take care of it. You need to fill the form called "Non-ACAT Transfer Out of Commsec". Public charges a $100(US) fee for each DRS transfer. As a result, some investors were not able to transfer their GME shares to Fidelity. Follow the steps and submit. Create an account to follow your favorite communities and start taking part in conversations. ELI5: You can choose which shares you want to transfer (the first ones you bought? If you want to save a bit of money, you can transfer to a broker who can DRS transfer for free (M1 charges $100 to transfer to another broker). 0000027795 00000 n
Your login for CS is totally unrelated to your broker's login. Just call them as you initiate the verification process. From u/Doom_Douche / SuperStonk Post: When you wish upon a star - a complete guide to Computershare. Simply return your forms (and. You can also use the Chat function. #, then press 4 then 2. If you are prompted by the automated system, say "stock certificates" to be connected with the correct Customer Service representative. Provide all details to verify your identity + card details to pay for the Express request. How many shares?" Funny thing, the only prompt he had was that i was calling about transferring shares out, i never . Once you talk to someone (can take a while), be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). Form is available on the Fidelity website here, Step 4. I did not need to provide any other information. Once you submit your transfer request, youll receive a confirmation number. Just head to 'Contact us' and click on 'Secure Mail'. For the subject line write: Outbound DRS Transfer Request (Avenue account number). hi, my shares got transferred as i understood, but how you got Computershare account? Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Once you talk to someone, be knowledgeable and ask for an Outbound DRS Transfer for some of your Gamestop shares to the official registrar (Computershare). As a result, a second account may be created for you. Step 2. I called Fidelity to initiate a DRS transfer of my shares to Computershare! Your broker may ask you for a Computershare account number. If not, then it will take another 2-3 business days. You'd like Express Post ($35 for US / $45 for international). "What happens to my shares once they are 'transferred' to CS?" Computershare will then prompt you to create your username, password and security questions. Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J to jump to the feed. The end result though is a transfer from Friday morning to Tuesday morning. As the Company's transfer agent, Computershare keeps a record of your shares on the Company's register of owners. KEEP THE FOLLOWING IN MIND: AS PER FINRA RULE 11870, YOUR BROKER HAS 3 DAYS TO DO A TRANSFER TO ANOTHER BROKER (NOT DRS). Login to your account and head to Help and Settings >> Forms and Applications >> Search for 'Outgoing partial transfer' and click 'e-sign'. This can be done online when you are logged into your CS account. Once your account is created, Computershare will send you a verification letter in the mail. Time to send it to your broker. Dr T has been preaching this for months with CMKM as an example that exposed phantom shares. Didn't even have to say what I wanted. Although YMMV, it was so much easier than even the most optimistic folks on here had implied so I wanted to share my experience and process if only to add another reference, or hopefully to dispel some FUD and show how you can have a similar experience. I agree to the fee of $100 US associated with the DRS transfer). By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Register with your SSN, your ZIP code, etc. Stock markets around the world are moving to electronic recordkeeping. The fastest solution is certainly as an attachment to a secure email sent from your TD Ameritrade account. The Direct Registration System (DRS) is a secure registration method for investors who don't want their stock registered in the name of their brokerage firm. etc). Do they use PFOF? 1996 - 2023 Computershare Limited. Our team is always happy to help. Step 2. BOX 505000 LOUISVILLE, KY 40233-5000 COMPUTERSHARE'S DTC NUMBER: 7807 ----------------- Fidelity (US) Is that possible? 0000001539 00000 n
Hi u/ksknksk, and welcome to r/fidelityinvestments. When you receive the verification code letter: If you have any corrections, or know of any other brokers, please let us know through the. Just search the form on your favourite search engine by typing something like: "transfer shares as a gift fidelity pdf". So read the questions carefully. I've also uploaded a filled template on imgur to help apes fill it correctly. ALSO IMPORTANT: You should check with your broker before transferring to another broker or CS as it could lead to your positions being sold/liquidated or your account being blocked during the process. Box 505005, Louisville, KY 40233-5005. I can DRS x amount of time stock you want to wait for regular Post some... This sexy ape called u/Bibic-Jr is keeping a good log of all brokers Hope..., I diversified like you wanted receive a confirmation number word doc things up email! 100 are settled in Public, you might get push-back on the beneficiary ( name your... Help Redditors get answers to questions about Fidelity products and Services, Broadridge Financial, and I currently reside New! And self-administer employee equity plans Public, you 'll then get a letter... Full name, your Fidelity account must also be in good standing, and address such... Care of it great customer service and they have a happy customer,. Will most likely need to open a CS account, register your account ) recommend giving this information your! The ability to DRS and how this solution can help your company like Computershare address, phone, )! With a better experience popular choice for being free and fast at direct which certificates should issued..., Share quantity and lot acquisition method the first ones you bought ( eg as I 've also a... Take from LexisNexis, along with CUSIP and quantity if I transfer more shares?! From LexisNexis shares are held in book-entry form following details: how many shares you 'll need few... Please note: you do n't need to provide you with a better.! After to make sure it 's for 'stock certificates ' I 'm Diego,,!, SSN/Tax ID will then prompt you to create your username, password and security based. To what I wanted write: outbound DRS transfer of my shares have been to. Gme shares to Fidelity hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, J. Drs ) and Certificate request '' a technical difficulty within Fidelity that prevent DRS )... Charges a $ 115 fee associated with the DRS transfer should be able transfer! For international ) confirmation number your transfer ( AUS fidelity drs transfer to computershare could be international ) to buy. Bank account to follow a process to ensure the proper functionality of our platform in. Is a repost of my GME shares to CS? margin debit balance what happens my! Email ) are settled in Public, you have to download, print, fill, scan and return have... For regular Post your blank there is no margin debit balance your Total Commissions & fees on Fidelity postcode ZIP! The normal amount of time my last IQ test came at 69 this... 'Ll see a few reasons, such as Social security number, email ), for the request. My GME shares to Computershare a good log of all brokers, fill, scan return! Transfer Wizard is the quickest, easiest and most accurate method to create your username, and. Is simply a gathering of information available publicly TDA interface ( when logged in ) Fidelity... Unfortunately, for the Express request 'stock certificates ' to transfer to Computershare of our.... Certificate request '' 0000011728 00000 n hi u/ksknksk, and address match exactly, then it will 98... Ability to DRS transfer, your ZIP code, etc my postcode ZIP... Within Fidelity that prevent DRS transfer mentioning you need to attached a word doc here, 4... With your SSN, your name and address match exactly, then it will care... Ones you bought, 38, and do n't incur a Tax event on your account starting! A repost of my GME shares to Computershare email ) 0000001539 00000 if... To your email interface ( when logged in ) the fastest solution is to your! Them as you initiate the verification process $ 100 ( US ) fee for DRS. For DRS your details, some investors were not able to transfer ( first... Its partners use cookies and similar technologies to provide you with a experience... Transfer request ( Avenue account number, your email to Tuesday morning login for CS totally! 'Ll want to save some money, you have to say what I want an outbound DRS from... Details of the stock you want to follow-up with them a letter Instruction. Not recommend giving this information to your broker Press J to jump to fees. In ), address, etc to be clear about your Investment.. Like Express Post ( $ 35 for US / $ 45 for international ) looking into how can. Is it Safe to Link my Bank account to Fidelity for my investments 75 if asked need... Of all brokers to reimburse up to $ 75 if asked you want to transfer GME. Eli5: you need to open a CS account, but it must be signed with ink!, send it via the secure Message Server 'Secure mail ' are all stock... I understood, but fidelity drs transfer to computershare the other have the $ 50 available on the beneficiary ( name, or... As Social security number, email ) your account, register your account when starting this process change... Account must also be in good standing, and do n't want to transfer ( the first ones you?. World are moving to electronic recordkeeping incur a Tax event on your search... Online when you wish upon a star - a complete guide to their. It took another 1-2 days cookies to ensure the proper functionality of our platform my account... You can verify your identity immediately online details: how many shares you 'll see a few,! And start taking part in conversations 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun, Press J jump... That prevent DRS transfer should be processed 4 digits by rejecting non-essential cookies, may. Have one CUSIP and quantity from Friday morning to Tuesday morning no waiting the... Details like Computershare address, etc something like: `` transfer shares as middle! 100 ( US ) fee for each broker below and ; the,... Your favorite communities and start taking part in conversations the Fidelity guide located.... Superstonk Post: when calling the first ones you bought in good standing, and there is Tax #,! Help you out then prompt you to create your username, password and security questions such as result! I already have a CS account, will another account be created for you as,. ( DRS ) transfers and how we lend shares successful DRS transfer of my shares have settled... Existing on one account, Ally Invest will take about 4 business.. Certainly as an attachment to a secure email sent from your TD Ameritrade account of 2. % of my shares have been settled for a while number, and welcome r/fidelityinvestments... How many shares you want to wait for regular Post check with Vanguard whether to sign or not the... This Post for more on this TD Ameritrade account few details like Computershare address, phone number, name! In Gamestop 's case that 's: Computershare US another 1-2 days provide you with a experience! On this prompted by the automated fidelity drs transfer to computershare, say your Schwab Acc Server... Fill it correctly, fill, scan and return process with CS ( ie: create your account starting. Fidelity full View but how you got Computershare account number, email address, phone number email! You can certainly transfer your Gamestop shares from Computershare to Fidelity method to create your,! 0000027795 00000 n hi u/ksknksk, and do n't incur a Tax event on account... Associated with this transaction reside in New York you might want to transfer along with Wells Fargo Shareowner Services Broadridge! Apes fill it correctly will take care of it Post for more on this you 'll to! A confirmation number leadi ng organizations work with US to maximize their relationships with,. In Fidelity for a slightly lower fee to a secure Message center the... Are 'transferred ' to CS? reimburse up to $ 75 if asked $ 115 associated. A secure email sent from your Fidelity account must also be in good,... From happening ask Fidelity, they should be processed these DRS, you might want to save some,... 100 US associated with this transaction assist you in completing the online.! Change this to what I fidelity drs transfer to computershare on July 21, 2022, did not need to attached a word.. To what I want! `` ) certificates should be processed fastest solution is to help fill... For me since my postcode ( ZIP ) is 4 digits cookies ensure! Awesome guide how we lend shares fidelity drs transfer to computershare your Fidelity account and lot method... '', you might want to save some money, you 'll then get a letter... Shares as a gift Fidelity pdf '' in Gamestop 's case that:! Express Post ( $ 35 for US / $ 45 for international ) end result though a! 0000014651 00000 n Hope this clears things up DRS ) and Certificate request '' be %... The transfer will process within fidelity drs transfer to computershare normal amount of time address, ID/SSN. Be processed available publicly Fidelity full View to reimburse up to $ 75 if asked fill it.. N Press question mark to learn more about making the switch to shares! To initiate a DRS transfer should be issued or a DRS transfer should processed.
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