Stockholders OBC Question

[cruisinsmoothly]

I faxed my proof of ownership and my request for OBC to HAL last week. What is the procedure for verifying that the credit is there? First time as a stockholder and booked with an online TA. Thanks.

[Mary Ellen]

Your TA should have the confirmation.

[GmaPajama]

I actually prefer to take care of this myself. I don't like the idea of giving my brokerage statement to a TA. I first used the credit last month ... faxed info to HAL, and it was on our account when we checked it on boarding. Easy as could be - but bring a copy of your fax in case you need to prove something.

[Krazy Kruizers]

Years ago when we bought the stock, we gave a copy of that confirmation to our TA -- she keeps it on record and for each cruise she takes care of it through Seattle.

We don't have to keep turning in proof each time.

Once the shipboard credit is approved for our cruise -- our TA gives us a copy which we take along with us -- showing the amount we are to get.

[cruz chic]

I send mine via email because I don't want to use the fax that is linked to my computer at work. I don't have easy access to a fax anywhere else. I ask for a confirmation via email then take that email along with me.

[MadManOfBethesda]

Years ago when we bought the stock, we gave a copy of that confirmation to our TA -- she keeps it on record and for each cruise she takes care of it through Seattle.

 

We don't have to keep turning in proof each time.

 

Once the shipboard credit is approved for our cruise -- our TA gives us a copy which we take along with us -- showing the amount we are to get.

 

That's strange; I would have thought that HAL would require something a little more current. After all, what's to prevent someone from selling their shares and just using an old brokerage statement to falsely claim that they are entitled to the obc?

[Krazy Kruizers]

Our told us once that there is a number on that stock form that we gave her which HAL uses to check to make certain we still own that stock.

[MadManOfBethesda]

Our told us once that there is a number on that stock form that we gave her which HAL uses to check to make certain we still own that stock.

 

I don't think that is possible. Your broker keeps the stock ownership is street name. I think that it is more likely that someone in Seattle is slacking off.

[Nancyquilts]

We fax it in each time, but first cover all the information on other stocks on the monthly statement, as well as the account number. Nancy

[Mary Ellen]

It does NOT matter how one gets proof their stock info to HAL. As I said earlier, your TA should still have the confirmation of any and all of your on board credits as part of your reservation.

[RuthC]

I don't think that is possible. Your broker keeps the stock ownership is street name. I think that it is more likely that someone in Seattle is slacking off.

It is absolutely possible. I use a purchase confirmation that I received when I bought the stock years ago. I have multiple photocopies, and use a new one whenever I need it (different TA, for example). I never use a current statement.

The stock is in my name. KK didn't say her stock wasn't in her name.

[prescottbob]

Ahoy!

 

It will be on your updated Guest Confirmation document which HAL or your TA should be giving you either by snail mail, fax or email.

 

Also take along a copy of the credit correspondence (either from HAL or your TA) to have in case it doesn't show up on the ship's accounting statement (the dreaded on board account) if the updated Guest Confirmation document isn't forwarded to you prior to the sailing.

 

Emailing works like a charm. You will get an acknowledgement usually with two business days or less.

 

Just be sure when you attach the document to the credit request (assuming you have access to your brokerage account on line) that you blank out / XXXX out your account #, balances, prices you paid, other items in your portfolio, etc. that is not needed nor required.

 

Have a wonderful cruise!

Bob:)

[MadManOfBethesda]

It is absolutely possible. I use a purchase confirmation that I received when I bought the stock years ago. I have multiple photocopies, and use a new one whenever I need it (different TA, for example). I never use a current statement.

The stock is in my name. KK didn't say her stock wasn't in her name.

 

Your purchase confirmation may be in your name, but I seriously doubt that the stock certificate has been issued in your name if it is in a brokerage account. Now if you have possession of the stock certificate, that is a totally different situation.

[LMHSRN]

That's strange; I would have thought that HAL would require something a little more current. After all, what's to prevent someone from selling their shares and just using an old brokerage statement to falsely claim that they are entitled to the obc?

 

They do! It has to be your last quarterly statement/receipt of they will deny it.

[LMHSRN]

Our told us once that there is a number on that stock form that we gave her which HAL uses to check to make certain we still own that stock.

 

Nope. You must prove you continue to own it.

[RuthC]

Your purchase confirmation may be in your name, but I seriously doubt that the stock certificate has been issued in your name if it is in a brokerage account. Now if you have possession of the stock certificate, that is a totally different situation.

The point was that you do not need to submit anything current. My original purchase confirmation continues to be sufficient for stockholder credit all these years later.

[RuthC]

They do! It has to be your last quarterly statement/receipt of they will deny it.

 

Nope. You must prove you continue to own it.

Absolutely, positively not true. As my three stockholder credits this year, given based on my purchase confirmation from several years ago, establishes.

[pms4104]

Absolutely, positively not true. As my three stockholder credits this year, given based on my purchase confirmation from several years ago, establishes.

Ruth ... I don't question that you continue to receive the credit using "old" documentation. But I just looked at Carnival's announcement for the shareholder OBC, and it does mention the need to provide a stock certificate or a current brokerage statement. The Carnival statement: "Please provide your name, reservation number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (i.e., photocopy of shareholder proxy card, shares certificate or a current brokerage or nominee statement) and the initial deposit to your travel agent or to the cruise line you have selected." I would not be surprised to see a policy change to enforce the requirement for current documentation..

[cruz chic]

Nope. You must prove you continue to own it.

Gee and you are so nice and polite while giving information that is not correct:rolleyes:. Looks like you and one of the other posters on this thread are related. Wondering why the need to always be so snarky with your replies.

[Pam in CA]

Ruth ... I don't question that you continue to receive the credit using "old" documentation. But I just looked at Carnival's announcement for the shareholder OBC, and it does mention the need to provide a stock certificate or a current brokerage statement. The Carnival statement: "Please provide your name, reservation number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (i.e., photocopy of shareholder proxy card, shares certificate or a current brokerage or nominee statement) and the initial deposit to your travel agent or to the cruise line you have selected." I would not be surprised to see a policy change to enforce the requirement for current documentation..

This is correct. I recently purchased CCL stock and had communication about proof of ownership. It was made clear to me that every time I book a HAL or Princess cruise, I must fax a copy of a recent brokerage statement with my name on it to prove I still own the stock along with my booking confirmation in order to get the shareholder OBC.

 

The other thing I found interesting is that the CCL instructions say that this is good only through July 2010. What's up with that?

[queen_kathy1]

I've just booked a June HAL sailing. If I buy stock before the cruise will I be eligible for the OBC?

[alcpa1]

We also just booked a HAL cruise for the first time. How much is the OBC? We do have CCL stock. Thank you.

[DesertDogs]

The other thing I found interesting is that the CCL instructions say that this is good only through July 2010. What's up with that?

 

The credit must be approved by the board every year so it always expires in July but so far has always been renewed.

[DesertDogs]

I've just booked a June HAL sailing. If I buy stock before the cruise will I be eligible for the OBC?

 

Yes

[DesertDogs]

We also just booked a HAL cruise for the first time. How much is the OBC? We do have CCL stock. Thank you.

 

You must own 100 shares outright, not thru a Mutual Fund. The OBC depends on your cruise length.

 

Carnival Corporation & plc is pleased to extend the following benefit to our shareholders:

NORTH AMERICAN

BRANDS

UNITED KINGDOM

BRANDS

CONTINENTAL

EUROPEAN

BRANDS

AUSTRALIAN

BRAND

Onboard credit per stateroom on sailings of 14 days or longer US $250 £125 €200 AUD 250

Onboard credit per stateroom on sailings of 7 to 13 days+ US $100 £ 50 € 75 AUD 100

Onboard credit per stateroom on sailings of 6 days or less US $ 50 £ 25 € 40 AUD 50

The benefit is applicable on sailings through July 31, 2010 aboard the brands listed below. Certain restrictions apply. Applications to receive these benefits must be

made prior to cruise departure date.

This benefit is available to shareholders holding a minimum of 100 shares of Carnival Corporation or Carnival plc. Employees, travel agents cruising at travel agent

rates, tour conductors or anyone cruising on a reduced-rate or complimentary basis are excluded from this offer. This benefit is not transferable and cannot be used for

casino credits/charges and gratuities charged to your onboard account. Only one onboard credit per shareholder-occupied stateroom. Reservations must be made by

February 28, 2010.

Please provide your name, reservation number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (i.e., photocopy of

shareholder proxy card, shares certificate or a current brokerage or nominee statement) and the initial deposit to your travel agent or to the cruise line you have selected.