Retirees may require information on Intel stock purchased through Employee Stock Purchase Plan or through a Equity Incentive Plan (Stock Options and Restricted Stock Units), for tax purposes. Information needed could include the date shares were issued, the cost basis of the shares, the number of shares issued, and what type of shares they were.
- E*TRADE is Intel’s current stock plan administrator as of June 2018
- You can contact E*TRADE at 1-800-838-0908 (US) or visit www.etrade.com/contact for non-US phone numbers
- If E*TRADE does not have the information you are looking for, you will need to contact each of the vendors below for the time period the stock was issued for more information.
Below is a listing of Intel’s former Stock Vendors and the time periods that they were used as a stock administrator.
| Vendor | Contact Information | Address |
|---|---|---|
| UBS Stock administrator until June 2018 | Calls from within the US: 1 (866) STK-INTC or 1 (866) 785-4682 Calls from non-US locations: 001- (201) 272-7537 or 001- (866) 785-4682 Executive and Trust Services (800) 837-1680 | UBS Financial Services Inc Attn: UBS Equity Plan Advisory Services 315 Deaderick Street Nashville, TN 37238 USA |
| Merrill Lynch SOP administrator from first broad based option vest through May 2001 | Blueprint Line – (800) 637-3766 To reach Merrill Lynch from outside the U.S., (609) 818-8817 | Merrill Lynch & Co., Inc. 4 World Financial Center 250 Vesey Street New York, NY 10080 USA Website: www.ml.com |
| E*Trade Business Solutions/Optionslink SPP administrator for the Aug 2000 and Feb 2001 purchase periods | Calls from within the US: (800) 838-0908 Calls from non-U.S. locations: (650) 599-0125 | E*TRADE OptionsLink Account Activation P.O. Box 989032 West Sacramento, CA 95798-9911 Website: www.optionslink.com |
| Morgan Stanley Online Reprint of QUICKSale transactions prior to August of 2000 | Account Services (888) 454-3965 | Website: www.morganstanley.com |