Shareholder request form

[zukecruiser]

Looking for a current Carnival Shareholder Benefit Request Form.  Have last years that was good through July 31, 2018.  Tried searching the boards but nothing came up.  

Thanks for any help.

 

[skennedy25]

I didn't use any form.  I just faxed over the paper, with printed name and the carnival stock on it from Charles schwab over to them along with name, ship and sail date.  They just added it in.

[fishywood]

No form is required. Instructions simply say to write the ship name, sail date, and booking number onto the proof of ownership document you are faxing in:

http://www.carnivalcorp.com/phoenix.zhtml?c=140690&p=irol-sharebenefit

[bemis12]

 They will also accept the old 20018 form.

I used it without incident.

Edited October 18, 2018 by bemis12

[Mike45LC]

I was unable to find the form on-line, so I called Princess.  The representative promised to email the form to me, but it never came in. 

I was going to white-out the form I used last year, but it got pretty ugly (last year, I had white-outed a prior form, so this had far too many white-outs), so I just listed the information required in a letter and faxed it with my most recent brokerage statement.

Fishywood gave you the link to the required info.

[zukecruiser]

Thanks everyone for the quick replies.  Will use the old 2018 form.

[paul929207]

I don't use a form. I just put the info on a page and submit it with the proof of ownership

[floridalover5623]

I still like using the form even thought it's not required. It gives me a warm feeling. 😊

[satxdiver]

I have never used the form.  I just send them the required information on plain paper and the stock report from my broker.  I have never had a problem. 

[centralcalicruzer]

I used last year's form just yesterday. I faxed it just before noon and when I came back from lunch and checked at about 1:30 I already had my OBC!

[yerdua]

Their turn around is amazing. I faxed my brokerage statement at 3pm. The OBC was posted to my booking w/in 5 min of receipt. On a cruise for Nov 2019. Very impressive.

 

[Mike45LC]

Wow, based on what CentralCal and yedua just posted, I went on-line and found that I have my Shareholders Benefit already in my account.  I faxed in my paperwork on Monday, and didn't even think to check until I saw their reports of almost immediate action by Princess.  To quote yerdua, "Very impressive"!

[Colo Cruiser]

9 hours ago, zukecruiser said:

Looking for a current Carnival Shareholder Benefit Request Form.  Have last years that was good through July 31, 2018.  Tried searching the boards but nothing came up.  

Thanks for any help.

 

I just sent mine in yesterday with a form from 2016.

The OBC was posted on my account within an hour.

[Colo Cruiser]

4 hours ago, floridalover5623 said:

I still like using the form even thought it's not required. It gives me a warm feeling. 😊

Isn't that ED?

[Podgieree]

Here is the current form.  I called Princess and they sent it to me.

2018 Shareholder Benefit Request Form.pdf

[centralcalicruzer]

Podgieree - thanks for the link, I have now saved to my computer for future use. Even though Princess clearly takes any year's form, it's nice to have the current one. Makes me feel more "official" lol!

[Hlitner]

We have not used a form in years.  We just Fax a short cover letter which mentions the cruise booking number, dates, ship, and of course our names.  We attach a copy of the appropriate page from or latest brokerage statement (which we can download at any time) showing we own the stock and also attach a copy of the cruise invoice (from our cruise agency).  Like others, we usually find the credit added to our online info within a few hours.

Hank

[CruisinGrandpa]

On 10/18/2018 at 8:55 AM, zukecruiser said:

Looking for a current Carnival Shareholder Benefit Request Form.  Have last years that was good through July 31, 2018.  Tried searching the boards but nothing came up.  

Thanks for any help.

 

You don't need to use the form any longer. Just make a copy of your brokerage statement (blank out any sensitive info like account number, etc. Write your booking number on the page and make sure the name on the account matches the name on your booking. Then fax it in to the cruise line  In the past I have used the following fax number: 1-661-753-0180  Hope that helps

And I should tell you that your question answered one of mine: Expiration of the OBC program?  Current web site info shows a valid through date of July, 31, 2019. So looks like they just update the material with a new date every year.

[paul929207]

The board re-authorizes the plan each year. I think the re-authorization is done at the board meeting around March 1. The authorized dates are about July 31 of  the current year thru July 31 of the following year.

[AZTX]

On 10/18/2018 at 2:38 PM, floridalover5623 said:

I still like using the form even thought it's not required. It gives me a warm feeling. 😊

 

Well floridalover5623 you sure are a cute couple... 😉

[Ken the cruiser]

For reference here is the latest Princess 2020 SHB form which includes the email address you can now send the request to.Princess Shareholder Request Form Final.pdf