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Shareholder Investment Question - Need knowledgeable answers?


I recently received a very large packet from my job. It contains a voting form, W-9 and a Dealing Facility Form/packet. I received this because several years back I kept my stock rather then selling it but know my company is going through a huge merger and I am not sure what to do. I don't even know what a W-9 is or who I would need to talk to, to receive help/instruction. It suggests I talk to my broker which I don't have and can't afford or an investment professional. <-is that a person at H&R Block or a place similar? I am not even sure where to start but I have a deadline to mail my forms in. Also I don't have a lot of money to get advice so a cheap advisor help is very much needed.

You need to post the names of the companies. You need to read the material they sent you as best you can. If you do nothing, you will keep your old shares, but it will be unlikely you will be able to do anything with them. You will be a minority shareholder with no real rights, except to any declared dividends. You can vote against the merger or for it, you need to read the material though.

On the other hand, if you do not vote, it is likely to have no effect at all unless the vote is remarkably close.

Contact a financial adviser and ask them how much they would charge per hour. You would probably need 1/2hr.

Alternatively, if you have been with your bank for a few years, ask for a(free) meeting with the branch manager.

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