Shareowners

Congratulations! You’re a shareowner! Now what?

Ensuring that the shareowners we serve have the right information is of paramount importance to Alliant Energy Corporation and its transfer agent, EQ Shareowner Services. We are providing the following materials to help our shareowners manage their accounts, understand some of the acronyms and terminology of stock ownership, as well as the responsibilities and requirements of being a shareowner.

The guide provides basic information on common terms, while detailing how shareowners can transact, inquire, and manage their accounts. This document is subject to change and is intended for informational purposes only. The information contained in this document is not intended to provide legal, investment, financial or other advice. For specific questions please contact your financial advisor or legal counsel.

Shareowner Education Toolkit.pdf

There’s no wait, worry or wondering about your dividend check when you choose to have it deposited electronically into your checking or savings account.

Electronic deposits go directly into your specified account the same day dividends are paid. You’ll save time and eliminate the risk of your check being lost, stolen or misplaced.

There is no charge for electronic deposit.

How to sign up

Go to Manage Your Account, and log in to Alliant Energy’s Shareowner Online site.

You may also sign up by completing the Direct Deposit of Dividends Form.pdf and sending it to:

EQ Shareowner Services
PO Box 64856
St Paul MN 55164-9442

EQ Shareowner Services is the transfer agent for common stock of Alliant Energy Corporation. Alliant Energy’s utility subsidiaries are Interstate Power and Light Co. (IPL) and Wisconsin Power and Light Co. (WPL).

EQ Shareowner Services handles any type of stock transfer for single or joint accounts, including:

• Name changes
• Custodial accounts
• Trusts

To transfer shares, we require:

• Stock Power Form.pdf. The signature(s) must correspond exactly with the name(s) as it appears on the account from which it is being transferred.
  
  Stock Power Form Instructions.pdf
• Your signature must be witnessed by a Medallion Guarantee Program Member (contact your financial institution or broker).
• Surrender of the physical stock certificates (if any). When mailing, we suggest that you insure your package for 4% of the face value to avoid replacement costs.
• If you have questions, please contact EQ Shareowner Services at 1-800-356-5343.

Send the required documents to:

Postal mail:
EQ Shareowner Services
P.O. Box 64854
St Paul, MN 55164

Courier:
EQ Shareowner Services
1110 Centre Pointe Curve, Ste. 101
MAC N9173-010
Mendota Heights, MN 55120

With the Shareowner Direct Plan, you can purchase your shares directly. It's easy – and brokerage fees for purchases are paid by Alliant Energy.

Enroll in the Shareowner Direct Plan today at shareowneronline.com.

The plan includes:

• $250 minimum initial purchase
• Stock certificate safekeeping
• Sale of shares
• Optional cash investments by check
• Electronic debit of checking or savings account to purchase shares
• Choice of reinvested or cash dividend

Download Investment Plan Documents and mail completed forms to:

EQ Shareowner Services
P.O. Box 64854
St. Paul, MN 55164-0856

Please mail completed forms and checks for purchases to the EQ Shareowner Services address listed above.

Direct investments are made weekly.

Dividend Reinvestment Dates:

• February 15, 2024
• May 15, 2024
• August 15, 2024
• November 15, 2024

For accounts established prior to 2006, we can provide a history of your account for you to calculate the cost basis. The request must be in writing and include the account number, an email address for delivery of the report, and a $35 check made payable to Alliant Energy Shareowner Services. Mail request to:

Alliant Energy Shareowner Services
4902 N Biltmore Lane
Madison WI 53718

For accounts established after 2006, you can access your account history online at shareowneronline.com.

Frequently asked questions

1. Who is responsible for tracking cost basis? Individual taxpayers are responsible for tracking the cost basis of their noncovered investments and for calculating and reporting the holding period and any realized gain or loss on the sale of those investments.
2. What happens if you don’t know the cost basis of a stock? The IRS expects you (the shareowner) to maintain records that identify the cost basis of your securities. If you don’t have adequate records, you might have to rely on the cost basis that your brokerage firm reports, or you may be required to treat the cost basis as zero, which could mean owing more in taxes.
3. Does a company legally have to provide cost basis information to shareowners? Yes, a company is legally required to provide cost basis information to shareholders for shares purchased on or after January 1, 2011 due to regulations enacted by the Emergency Economic Stabilization Act of 2008. This means brokers, mutual funds and other financial institutions must report the cost basis of securities to their clients, including on Form 1099-B for tax purposes.
4. Does a company legally have to provide cost basis information to shareowners prior to January 2011? No, a company was not legally required to provide cost basis information to shareholders before January 1, 2011. The mandatory cost basis reporting rules for brokers and transfer agents only came into effect on that date due to legislation passed in 2008. This means any shares acquired before January 1, 2011 are considered “noncovered” and do not require cost basis reporting.
5. What if I can’t find the cost basis of old stock? You can call the company’s shareholder services department for help. For shares purchased more than 10 years ago, public libraries or law school libraries will have back issues of newspapers such as USA Today. Use these back issues to find the high and low price on the date of purchase.

If you are not registered for online access, you can get started here: https://www.shareowneronline.com/transactional/anonymous/sign-up/

Important information about protecting your Alliant Energy Corporation stock from escheatment:

Alliant Energy Corporation is required to “escheat” (report and transfer to a state unclaimed property division) your shares in Alliant Energy Corporation and/or uncashed dividend checks if they are considered abandoned property under relevant state law. Several factors might cause your shares and/or dividend checks to be considered abandoned property, such as: returned mail, lack of contact with our transfer agent (EQ Shareowner Services) on an annual basis, or uncashed checks. Once your shares and/or dividend funds have been escheated, you will need to file a claim with the relevant state for the return of your property.

What can you do to help prevent the escheatment of your shares/dividends? Maintain activity on your account via annual communication with EQ Shareowner Services either by phone, mail, email, or by logging into your shareowner account on their website at shareowneronline.com to verify your account information. In some states, voting your proxy also counts as contact for unclaimed property purposes. Please be sure to keep your address up to date and promptly cash all dividend and sale proceeds checks.

Did you receive a letter from EQ Unify? The letter is legitimate. It is legally-required due diligence to contact shareowner accounts with no shareowner-initiated activity for at least three years. Dividend reinvestment or ACH deposit of cash dividends is not considered shareowner-initiated activity.

To keep your account active, please call EQ Shareowner Services Customer Care at 1-800-356-5343 immediately. Provide your account number and let the representative know you are calling to make contact and keep your account active.

Moving forward, you will need to make contact annually to keep your account active. Other forms of shareowner-initiated activity include an additional voluntary cash contribution and submitting an account authorization form to make updates to your account (e.g., banking information, automatic investments, change dividend reinvestment election, update address, sign into your account online).