NIVR - About Night IVORS Instruction Submissions

Overview

The Night IVORS Instruction Submissions application allows you to perform the following activities for transactions you want to process on the next business day:

• Enter request (s) to surrender units for cash value

• Enter requests to surrender units for rollovers

• Save a request (without sending it to DTC) to work on later

• Accept, and have DTC begin processing, a request that was previously saved

• Cancel a request that was previously saved

Note

Transfer agents (TAs) can use Night IVORS Instruction Submissions to communicate with sponsors about redemptions taking place outside DTC. Follow the procedures for entering redemption requests.

When to Use

 

Use Night IVORS Instruction Submissions when you want to enter, accept or cancel requests for next day processing.

Night IVORS Instruction Submissions is available from 8:00 a.m. until 6:00 p.m. eastern time.

 

Where to Find:

You can access this service through the PBS Homepage –> Corporate Actions Services –> Investors Voluntary Redemption and Sales Service –> IVORS For Transfer Agents.