By - August 1, 2018

With e-certificates, managing your stock is easier than ever

Stock

Last month, changes were made to help you manage your stock account.

Publix stock certificates have gone green! Publix began issuing stock as electronic certificates or e-certificates on July 23, 2018, and no longer issues paper certificates.

E-certificates have become an industry standard with very few companies issuing paper certificates. Managing your stock account is easier with e-certificates too since you don’t have to physically safeguard them, or locate and mail them in to Publix when you have a stock transaction.

Are you ready to take advantage of the convenience of e-certificates?

  • To exchange your paper certificates for e-certificates free of charge, simply register for a secure and confidential online account on Publix Stockholder Online. Then complete the Replacing Publix Paper Stock Certificates for Electronic Form, and submit it with your paper stock certificates to Publix stockholder services.
  • If you’ve lost a paper certificate, complete the Affidavit of Loss of Stock Certificate and Replacement Request Form available on Publix Stockholder Online, including obtaining a medallion signature guarantee from a qualified financial institution. There is a fee to replace a lost paper certificate with an e-certificate, but it will be waived through Aug. 31, 2018. And remember, with e-certificates, you don’t have to worry about lost stock certificates.

Account statements are coming your way!
With the transition to e-certificates, you’ll be provided a Stock Account Transaction Statement each time you have activity on your account (such as a stock purchase or sale). If you have no activity on your account during the previous calendar year, you’ll be provided an Annual Account Statement by the end of January.

Don’t want to wait? You can view your account information at any time by visiting Publix Stockholder Online. You can elect to receive account statements electronically by updating your online delivery preferences on Publix Stockholder Online.

What’s a medallion signature guarantee?
A medallion signature guarantee is an industry standard with the transition to e-certificates. It’s a guarantee from a qualified financial institution that a stockholder’s signature is genuine. Publix now requires a medallion signature guarantee for certain Publix stock transactions instead of witness signatures.

When indicated in the instructions on a stock form, a medallion signature guarantee must be obtained and accompany the signatures of all stockholders registered on a stock account, excluding a Transfer on Death beneficiary.

So what are you waiting for?
Enjoy the convenience and ease of e-certificates! Exchange your paper certificates for e-certificates today by visiting Publix Stockholder Online.