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Brown Cafe UPS Forum
UPS Retirement Topics
Keep my A shares or transfer to B ?
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<blockquote data-quote="obama" data-source="post: 1109676" data-attributes="member: 28825"><p>there's a process whereby you can convert (using UPS form 2011) , then instruct Mellon to transfer your new "B" shares to your brokerage---or---you convert to B and inform your brokerage to 'pull' the shares from Mellon. Either way, there's no need to sell...</p></blockquote><p></p>
[QUOTE="obama, post: 1109676, member: 28825"] there's a process whereby you can convert (using UPS form 2011) , then instruct Mellon to transfer your new "B" shares to your brokerage---or---you convert to B and inform your brokerage to 'pull' the shares from Mellon. Either way, there's no need to sell... [/QUOTE]
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Brown Cafe UPS Forum
UPS Retirement Topics
Keep my A shares or transfer to B ?
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