Rare Haljo1935 Posted July 21, 2023 #26 Share Posted July 21, 2023 22 minutes ago, Cruise Suzy said: There is a form that must be used and it has to be within a certain time (60 days, I think) after the initial booking. Did you send in the form? Your TA should be able to supply it. And cannot be paid in full even if outside final payment date. Learned that the hard way. I have 3 transfer requests right now that have not been completed but have been acknowledged as being received. They're saying I need Pax 2 to complete a transfer form or I need to add a comment that I'm financially responsible before they will process them. I've never had them require those even though the form says it. I think they're getting more strict so they keep more in house and pay out less 3rd party commissions. Link to comment Share on other sites More sharing options...
Midwest Sunseeker Posted July 21, 2023 #27 Share Posted July 21, 2023 42 minutes ago, DaveOKC said: Does it show his name on it? I would think they would need that or else anyone else could use it. Yes. The sheet has the Letterhead from brokerage company, his name, name of shares, amount of shares and date of statement. That’s attached to a letter, requesting the onboard credit, with name of ship, date and booking number. We also add a request for a return email stating the credit has been applied. 1 Link to comment Share on other sites More sharing options...
Midwest Sunseeker Posted July 21, 2023 #28 Share Posted July 21, 2023 Link to comment Share on other sites More sharing options...
SJSULIBRARIAN Posted July 21, 2023 #29 Share Posted July 21, 2023 Received my confirmation email this morning so took 24 hours. That's OK IMO. At least I got a response. Link to comment Share on other sites More sharing options...
NightOne Posted July 21, 2023 #30 Share Posted July 21, 2023 51 minutes ago, Cruise Suzy said: There is a form that must be used and it has to be within a certain time (60 days, I think) after the initial booking. Did you send in the form? Your TA should be able to supply it. Yes, sent the form supplied by my TA one day after booking it. This afternoon 10 business day will have passed. Link to comment Share on other sites More sharing options...
Rare FlaMariner Posted July 21, 2023 #31 Share Posted July 21, 2023 So here's our recent shareholder credit story......request sent via email: Request sent 7/6 @3:49pm Request acknowledgment 7/6 @3:57pm Confirmation email of the credit received 7/10 Confirmed with TA and updated booking w/credit received 7/10 Link to comment Share on other sites More sharing options...
NightOne Posted July 21, 2023 #32 Share Posted July 21, 2023 49 minutes ago, FlaMariner said: So here's our recent shareholder credit story......request sent via email: Request sent 7/6 @3:49pm Request acknowledgment 7/6 @3:57pm Confirmation email of the credit received 7/10 Confirmed with TA and updated booking w/credit received 7/10 Here is mine: Sent me shareholder request at 12:32PM today Link to comment Share on other sites More sharing options...
Rare Gail & Marty sailing away Posted July 21, 2023 #33 Share Posted July 21, 2023 Always bring a copy with you. Link to comment Share on other sites More sharing options...
NightOne Posted July 21, 2023 #34 Share Posted July 21, 2023 1 hour ago, NightOne said: Yes, sent the form supplied by my TA one day after booking it. This afternoon 10 business day will have passed. Guess the 10th day was the charm on the transfer. Just got confirmation it is done now, 2 Link to comment Share on other sites More sharing options...
Rare Mary229 Posted July 22, 2023 #35 Share Posted July 22, 2023 5 hours ago, Midwest Sunseeker said: Ours is under my husbands IRA. My husband blocks out the account # and other information on his Brokerage Statement. They would not be able to see what kind of account it is. What kind of account matters not it is who the account belongs to. If you want to cruise solo or with someone else you will need your own shares - that is why Dave recommended using a joint account. Link to comment Share on other sites More sharing options...
dobiemom Posted July 22, 2023 #36 Share Posted July 22, 2023 Wow, yesterday I emailed my request for my shareholder OBC. Received confirmation in 20 minutes! 😃 3 Link to comment Share on other sites More sharing options...
DaveOKC Posted July 22, 2023 Author #37 Share Posted July 22, 2023 11 hours ago, Mary229 said: What kind of account matters not it is who the account belongs to. If you want to cruise solo or with someone else you will need your own shares - that is why Dave recommended using a joint account. Thanks Mary229 - that was exactly my point. That way either one of us can qualify. Link to comment Share on other sites More sharing options...
Rare horseymike Posted July 22, 2023 #38 Share Posted July 22, 2023 I have had good results with the scan / email requests. Link to comment Share on other sites More sharing options...
disneyochem Posted July 22, 2023 #39 Share Posted July 22, 2023 16 hours ago, Mary229 said: What kind of account matters not it is who the account belongs to. If you want to cruise solo or with someone else you will need your own shares - that is why Dave recommended using a joint account. This! I’ve taken a number of girls cruises and have received the shareholders OBC since the shares are in a joint account. And, I also request the OBC to be credited to my account (hubby and I use different credit cards on board—I keep track of gambling costs/losses) so he doesn’t have worry about spending it! Link to comment Share on other sites More sharing options...
C 2 C Posted July 22, 2023 #40 Share Posted July 22, 2023 Our experience has been stellar. I have never experienced a better outcome than our requests for the OBC. You need a recent investment statement to prove you own the stock. Our return email from the department is less than 24 hours and recently only 2 hrs from the time we submitted our statement. 1 Link to comment Share on other sites More sharing options...
londonben Posted July 24, 2023 #41 Share Posted July 24, 2023 Do you apply as soon as booking or do you have to wait until closer to the sailing date? Link to comment Share on other sites More sharing options...
Rare Crew News Posted July 24, 2023 #42 Share Posted July 24, 2023 34 minutes ago, londonben said: Do you apply as soon as booking or do you have to wait until closer to the sailing date? As soon as you book. Note that this OBC requires annual approval by Carnival so cruises after mid 2024 have yet to be approved for this OBC. For those cruises, you will have to wait to submit until after the OBC is approved next April. Link to comment Share on other sites More sharing options...
londonben Posted July 24, 2023 #43 Share Posted July 24, 2023 9 minutes ago, Crew News said: As soon as you book. Note that this OBC requires annual approval by Carnival so cruises after mid 2024 have yet to be approved for this OBC. For those cruises, you will have to wait to submit until after the OBC is approved next April. Thanks Crew News. we are booked for December this year, so i'll apply. Link to comment Share on other sites More sharing options...
dobiemom Posted July 24, 2023 #44 Share Posted July 24, 2023 5 hours ago, londonben said: Do you apply as soon as booking or do you have to wait until closer to the sailing date? I usually wait until final payment… just in case I change my mind. 😉 Link to comment Share on other sites More sharing options...
Rare Haljo1935 Posted July 25, 2023 #45 Share Posted July 25, 2023 13 hours ago, Crew News said: As soon as you book. Note that this OBC requires annual approval by Carnival so cruises after mid 2024 have yet to be approved for this OBC. For those cruises, you will have to wait to submit until after the OBC is approved next April. Requests submitted for April and May 2024 were approved and applied; I held off submitting for anything after May. Link to comment Share on other sites More sharing options...
Rare Mary229 Posted July 25, 2023 #46 Share Posted July 25, 2023 3 hours ago, Haljo1935 said: Requests submitted for April and May 2024 were approved and applied; I held off submitting for anything after May. Please note that they are provisionally approved. If CCL removes the OBC for the next fiscal year they will be removed. I do not understand why HAL keeps approving shareholder OBCs beyond the designated date🤷♀️ Link to comment Share on other sites More sharing options...
Cruise Suzy Posted July 25, 2023 #47 Share Posted July 25, 2023 1 hour ago, Mary229 said: 5 hours ago, Haljo1935 said: Requests submitted for April and May 2024 were approved and applied; I held off submitting for anything after May. Please note that they are provisionally approved. If CCL removes the OBC for the next fiscal year they will be removed. I do not understand why HAL keeps approving shareholder OBCs beyond the designated date🤷♀️ The stockholders benefit current includes all cruises thru July 2024. See post 28. Link to comment Share on other sites More sharing options...
londonben Posted July 25, 2023 #48 Share Posted July 25, 2023 14 hours ago, dobiemom said: I usually wait until final payment… just in case I change my mind. 😉 Due to the way it works in the UK, we are on the hook for our entire package no matter what happens. That is why insurance at time of booking is so important for us. Not that I would change my mind anyway. This trip is for ME 😀 1 Link to comment Share on other sites More sharing options...
Rare Mary229 Posted July 25, 2023 #49 Share Posted July 25, 2023 53 minutes ago, Cruise Suzy said: The stockholders benefit current includes all cruises thru July 2024. See post 28. That is true but they often allow the requests out of the period. It just will serve to aggravate people one day Link to comment Share on other sites More sharing options...
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