Another Stock OBC question

[NotLikeBelleRosen,IHope]

On 7/21/2022 at 4:33 PM, NannaPop said:

Sent in a e-mail request about 3weeks ago, for a cruise in October.

Yesterday, received an e-mail from HAL stating “the stock ownership form (from my bank, used the form a lot over the last few years) does NOT show that I have owned the stock for more than six months?

is this new? Now have to prove you have held the stock for over 6 months? Never seen this before!

sent an inquiry to HAL, and await their response.

 

confused in Florida.

If you've been using the same statement over the past few years, they may be trying to tell you the statement is over six months old. If you haven't, try sending a current statement.

[DCThunder]

Are the OBCs for owning CCL stock the same across all the Carnival brands?  And is there a link to the form that HAL wants us to use?  I have the Princess form, but would need the HAL one.

[ShipWalker]

Here you go. Looks like one set of instructions for all Carnivore Cruise Lines.  Just different addresses to send it to.

2021 US Annual Report - Shareholder Benefit - Final.pdf

[fkfad]

I have a related question -- is there anyway to view your OBC online prior to your cruise?  We cruise on July 31 on the Rotterdam and have been given OBC, however, I don't know where to look online to confirm this.  Thanks in advance!

[DaveOKC]

4 minutes ago, fkfad said:

I have a related question -- is there anyway to view your OBC online prior to your cruise?  We cruise on July 31 on the Rotterdam and have been given OBC, however, I don't know where to look online to confirm this.  Thanks in advance!

I have never found it.  I rely on the statement from my HAL PCC which I get every time I make a payment.  I just asked my PCC (via email) for a current one yesterday to check my OBC and got it quickly.

 

Edited July 26, 2022 by DaveOKC

[NannaPop]

On 7/23/2022 at 3:12 PM, NotLikeBelleRosen,IHope said:

If you've been using the same statement over the past few years, they may be trying to tell you the statement is over six months old. If you haven't, try sending a current statement.

Sorry for the confusion. I did use the most current stock statement, dated end of June 22. I should have said that statement does not show how long I have owned the stock! None of my previous statements do either?

[Mary229]

36 minutes ago, NannaPop said:

Sorry for the confusion. I did use the most current stock statement, dated end of June 22. I should have said that statement does not show how long I have owned the stock! None of my previous statements do either?

Someone is giving you bad information.  The shareholder benefit form does not have a limitation except that you currently own 100 shares.   They have no way of knowing how long you owned it, that is not divulged.  I am curious how they came to the conclusion you only owned it for a given period of time.  Just push it through again as a new request.  Be sure to redact everything except the date of statement, the brokerage house, the number of shares, the name of shares (CCL), your name and address 
 

I have another stock that requires a long hold for benefit and I do have to provide the extra documentation to show date of purchase 

Edited July 28, 2022 by Mary229

[DaveOKC]

15 hours ago, Mary229 said:

Someone is giving you bad information.  The shareholder benefit form does not have a limitation except that you currently own 100 shares.   They have no way of knowing how long you owned it, that is not divulged.  I am curious how they came to the conclusion you only owned it for a given period of time.  Just push it through again as a new request.  Be sure to redact everything except the date of statement, the brokerage house, the number of shares, the name of shares (CCL), your name and address 
 

I have another stock that requires a long hold for benefit and I do have to provide the extra documentation to show date of purchase 

Why would you redact the date of statement?  Seems to me that HAL would want this.

 

[Mary229]

44 minutes ago, DaveOKC said:

Why would you redact the date of statement?  Seems to me that HAL would want this.

 

Dave I said except the date of the statement……

[DaveOKC]

10 minutes ago, Mary229 said:

Dave I said except the date of the statement……

OK, why that?

 

[Mary229]

26 minutes ago, DaveOKC said:

OK, why that?

 

The date of the statement shows you are a current owner.   

[DaveOKC]

Just now, Mary229 said:

The date of the statement shows you are a current owner.   

Sorry - I misread your post.  

[NannaPop]

17 hours ago, Mary229 said:

Someone is giving you bad information.  The shareholder benefit form does not have a limitation except that you currently own 100 shares.   They have no way of knowing how long you owned it, that is not divulged.  I am curious how they came to the conclusion you only owned it for a given period of time.  Just push it through again as a new request.  Be sure to redact everything except the date of statement, the brokerage house, the number of shares, the name of shares (CCL), your name and address 
 

I have another stock that requires a long hold for benefit and I do have to provide the extra documentation to show date of purchase 

Here is a redacted copy of the email from HAL, cut and pasted, as you can clearly see, they require proof of six month ownership.

 

Dear XXXXXXXXX

 

Thank you for your request to have a shipboard credit applied to your reservation XXXXXX based on your status as a Carnival Stockholder. Holland America Line would be happy to process your request. However, in the proof of CCL shares that was received, the following information is missing: 

-KINDLY SHARE A CLEAR PICTURE OF CARNIVAL CORP STATEMENT PROOF OF LAST SIX MONTH .

If you can please resend the proof of CCL shares, with all of the required information, we will gladly process the request for shipboard credit.

Please provide by fax, email or by mail with your complete legal name, reservation/booking number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (for example, photocopy of shareholder proxy card, a dividend tax voucher or a current brokerage or nominee statement with your current mailing address and your brokerage account number blacked out) no later than 3 weeks prior to your sail date to your travel agent or to the cruise line you have selected below. 
 

(misc. verbiage removed for clarity)

 

 

We sincerely apologize for any inconvenience this may cause you, and we appreciate your patience and understanding during this process.

 

We are looking forward to welcoming you on board in the near future.

 

Kind Regards,

 

Mohammad Danish

World Cruise Reservations

Holland America Line

Phone: 800-522-3399

Fax#: 206-501-2620

www.hollandamerica.com 

 

p. s. The capitalization was by HAL!

Edited July 29, 2022 by NannaPop

[Mary229]

9 minutes ago, NannaPop said:

Here is a redacted copy of the email from HAL, cut and pasted, as you can clearly see, they require proof of six month ownership.

 

Dear XXXXXXXXX

 

Thank you for your request to have a shipboard credit applied to your reservation XXXXXX based on your status as a Carnival Stockholder. Holland America Line would be happy to process your request. However, in the proof of CCL shares that was received, the following information is missing: 

-KINDLY SHARE A CLEAR PICTURE OF CARNIVAL CORP STATEMENT PROOF OF LAST SIX MONTH .

If you can please resend the proof of CCL shares, with all of the required information, we will gladly process the request for shipboard credit.

Please provide by fax, email or by mail with your complete legal name, reservation/booking number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (for example, photocopy of shareholder proxy card, a dividend tax voucher or a current brokerage or nominee statement with your current mailing address and your brokerage account number blacked out) no later than 3 weeks prior to your sail date to your travel agent or to the cruise line you have selected below. 
 

(misc. verbiage removed for clarity)

 

 

We sincerely apologize for any inconvenience this may cause you, and we appreciate your patience and understanding during this process.

 

We are looking forward to welcoming you on board in the near future.

 

Kind Regards,

 

Mohammad Danish

World Cruise Reservations

Holland America Line

Phone: 800-522-3399

Fax#: 206-501-2620

www.hollandamerica.com 

 

p. s. The capitalization was by HAL!

They are clearly acting outside of the bounds of the shareholder benefit.  As you can see from these official rules you don’t even need to provide an account statement you could have simply sent a proxy.  Someone is badly misinformed and you should send him this quote:

 

The benefit is applicable on sailings through July 31, 2023 aboard the brands listed below. Certain restrictions apply. Applications to receive these benefits should be made at least three weeks 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, interline rates, tour conductors or anyone cruising on a reduced-rate or complimentary basis are excluded from this offer. This benefit is not transferable, cannot be exchanged for cash 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, 2023.
Please provide by email1, fax or by mail your complete legal name, reservation/booking number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (for example, photocopy of shareholder proxy card, a dividend tax voucher or a current brokerage or nominee statement with your current mailing address and your brokerage account number blacked out) no later than 4 weeks prior to your sail date to your travel agent or to the cruise line you have selected below. 1If you chose to email, you do so at your own risk and with the knowledge that email is inherently an insecure method of communication.

[ShipWalker]

33 minutes ago, Mary229 said:

..."Please provide by email1, fax or by mail your complete legal name, reservation/booking number, ship and sailing date, along with proof of ownership of Carnival Corporation or Carnival plc shares (for example, photocopy of shareholder proxy card, a dividend tax voucher or a current brokerage ... statement ..."

When I spoke to HAL last Friday about requesting shareholder OBC for a cruise this coming Saturday they stated six months for the statement. I presume they are now clarifying what constitutes "current" but haven't updated the shareholder benefit pdf yet. (I used my "Notice of a brokerage order execution" for shares bought an hour earlier. No issues with using it.)

[Mary229]

2 minutes ago, ShipWalker said:

When I spoke to HAL last Friday about requesting shareholder OBC for a cruise this coming Saturday they stated six months for the statement. I presume they are now clarifying what constitutes "current" but haven't updated the shareholder benefit pdf yet. (I used my "Notice of a brokerage order execution" for shares bought an hour earlier. No issues with using it.)

I have never had them ask for additional information.  They need to update the form.   If it is as you say then they will need two statements not one.  Ford requires two statements.  The weird part is they have no way of knowing if you owned shares in the intervening period.  

[ShipWalker]

9 minutes ago, Mary229 said:

... They need to update the form....

I will let you contact HAL about this needed update as I am leaving for Alaska tomorrow with a first time shareholder $100 OBC. 😁

 

(BTW, I do agree with you.)

Edited July 29, 2022 by ShipWalker

[Mary229]

7 minutes ago, ShipWalker said:

I will let you contact HAL about this needed update as I am leaving for Alaska tomorrow with a first time shareholder $100 OBC. 😁

 

(BTW, I do agree with you.)

Have fun.  Maybe the difference is for those of us with a history they haven’t asked.   Yes, I have a history and a file😊

[richwmn]

1 hour ago, NannaPop said:

Thank you for your request to have a shipboard credit applied to your reservation XXXXXX based on your status as a Carnival Stockholder. Holland America Line would be happy to process your request. However, in the proof of CCL shares that was received, the following information is missing: 

-KINDLY SHARE A CLEAR PICTURE OF CARNIVAL CORP STATEMENT PROOF OF LAST SIX MONTH .

I think that this was just poorly worded. The proof of ownership has to be no more that six months old, not something that shows you have owned the stock for more than six months.

[RuthC]

33 minutes ago, richwmn said:

I think that this was just poorly worded. The proof of ownership has to be no more that six months old, not something that shows you have owned the stock for more than six months.

Exactly. It's the 'proof' that has to be no more than 6 months old. The 'shares' don't have to be that old at all. 

[BermudaBound2014]

I'm not sure if anyone here follows the actual Carnival Forum on CC, but Carnival has made recent changes to their shareholder benefits and people have been refused who purchased during a 'sale'. Not saying HAL is doing that yet, but it certainly possible according to the terms.

 

"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, interline rates, tour conductors or anyone cruising on a reduced-rate or complimentary basis are excluded from this offer."

[Mary229]

5 minutes ago, BermudaBound2014 said:

I'm not sure if anyone here follows the actual Carnival Forum on CC, but Carnival has made recent changes to their shareholder benefits and people have been refused who purchased during a 'sale'. Not saying HAL is doing that yet, but it certainly possible according to the terms.

 

"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, interline rates, tour conductors or anyone cruising on a reduced-rate or complimentary basis are excluded from this offer."

I am pretty sure they are speaking of promotional rates such as those offered to travel agents and active gamblers.  If it were a “sale” no one would qualify because as I see it there is always a sale, if you don’t like the current one, wait 5 minutes something new will appear 

[BermudaBound2014]

4 minutes ago, Mary229 said:

I am pretty sure they are speaking of promotional rates such as those offered to travel agents and active gamblers.  If it were a “sale” no one would qualify because as I see it there is always a sale, if you don’t like the current one, wait 5 minutes something new will appear 

 

I hear you, totally. However; in the carnival forum there was a family who was denied because they purchases during what they described as a 'normal' sale. Perhaps that was just a fluke (I've only read about it one time), but the language in the terms does appear to allow for CCL to refuse anything but rack rate. Not suggesting that is good business, just pointing out that it 'could' happen. 

[Mary229]

7 minutes ago, BermudaBound2014 said:

 

I hear you, totally. However; in the carnival forum there was a family who was denied because they purchases during what they described as a 'normal' sale. Perhaps that was just a fluke (I've only read about it one time), but the language in the terms does appear to allow for CCL to refuse anything but rack rate. Not suggesting that is good business, just pointing out that it 'could' happen. 

Could be or I often assume - operator error.  People aren’t great at following instructions. 

[richwmn]

53 minutes ago, BermudaBound2014 said:

I'm not sure if anyone here follows the actual Carnival Forum on CC, but Carnival has made recent changes to their shareholder benefits and people have been refused who purchased during a 'sale'. Not saying HAL is doing that yet, but it certainly possible according to the terms.

 

"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, interline rates, tour conductors or anyone cruising on a reduced-rate or complimentary basis are excluded from this offer."

That language has been part of the offer as long as I have owned the stock, about 15 years or so.