You can change a shareholder's beneficial status online. You must have registered for online access and use your account details to log in.Title of Security (Instr. 1. What is beneficial ownership information? The deadline for entities formed or registered before 2024 is January 1, 2025. Waiting until the last minute to report is risky. This advisory summarizes the CTA and the final regulations relating to BOI reporting most relevant to individuals who have closely held businesses. Why is a change management toolkit necessary? Will I get a new stock certificate? After the transfer is completed all shares will be held electronically in the new account.