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CCL onboard credit for owning stock.


dockman
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I'm on the phone right now cancelling my RCL cruise because they refused to honor shareholder credit due to the current WOW sale. Didn't have this problem with HAL a month ago where I received a sale price, OBC and shareholder OBC.

You want to cancel a cruise because you do not get a 100 dollar credit.

Talk about cart before the horse!!!!

 

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I have mine in a Roth IRA. The dividends are reinvested in added stock. Since it is a Roth, there is no RMD's to worry about down the road. My kids can deal with the RMD's when I am gone.

 

Smart choice.

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According to the Carnival Shareholder Benefit sheet, "This benefit is not transferable, cannot be exchanged for cash and, cannot beused for casino credits/charges and gratuities charged to your onboard account."

 

I always wondered if they really tracked it onboard. When we get our statements, its lumped into my wifes OBC line (Cruise OBC + Stock OBC). When I've gotten on early statement after a couple of days on board to verify that the OBC is correct, its always been a straight tally that balances. By Day 2 or so the only charges we'll have are the gratuities and maybe a few drinks. Total Charges - Total OBC == Balance.

 

As for the price I really don't know anymore. We originally bought in low 20s, but I've sold at the peaks and re-bought at dips several times over decade. So I really don't know the effective price anymore.

 

One of the great things is that you only have to own the stock within 6 months of your cruise. So sometimes we gotten the credit for the cruise, while not actually owning during the actual cruise.

 

Cheers,

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  • 4 weeks later...

Quick question re: providing proof of ownership of stock --

 

I just got my quarterly brokerage statement, which according to the "Shareholder Benefit" page is one of the acceptable documents to prove ownership. This is my first time doing this, so I could use some guidance.

 

How much of the statement do they need? My statement is 70 pages long, and I was thinking of faxing the statement's cover page, plus the page that shows CCL stock -- page 7 of the 70 pages -- OR just the first 7 pages, along with the required booking info for my cruise. I can fax the whole thing but that seems like overkill.

 

Thanks!

Lana in Bellingham, WA

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Quick question re: providing proof of ownership of stock --

 

I just got my quarterly brokerage statement, which according to the "Shareholder Benefit" page is one of the acceptable documents to prove ownership. This is my first time doing this, so I could use some guidance.

 

How much of the statement do they need? My statement is 70 pages long, and I was thinking of faxing the statement's cover page, plus the page that shows CCL stock -- page 7 of the 70 pages -- OR just the first 7 pages, along with the required booking info for my cruise. I can fax the whole thing but that seems like overkill.

 

Thanks!

Lana in Bellingham, WA

In most cases each page of the document contains the name of the broker and the account number, along with a logo. I have always just included the page that shows the CCL stock, with all personal information blacked out other than the CCL stock and the last couple of digits of the account number.

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In most cases each page of the document contains the name of the broker and the account number, along with a logo. I have always just included the page that shows the CCL stock, with all personal information blacked out other than the CCL stock and the last couple of digits of the account number.

 

Excellent! That's just what I need. Thanks!!

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According to the Carnival Shareholder Benefit sheet, "This benefit is not transferable, cannot be exchanged for cash and, cannot beused for casino credits/charges and gratuities charged to your onboard account."

I'm pretty sure this is not enforced, especially the "gratuities" part. Does anyone know if you can use Carnival Shareholder OBC for casino charges?

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I'm pretty sure this is not enforced, especially the "gratuities" part. Does anyone know if you can use Carnival Shareholder OBC for casino charges?

 

OBC is OBC. HAL doesn't differentiate. They credit the OBC to your account and you spend it as you wish. I've never had a problem charging to my on board account in the casino and I have CCL OBC ;) Nor the HSC ;)

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Thanks kazu! That's what I thought. I've never used Shareholder OBC in the casino, but want to try it on our next cruise in September.

 

You're welcome. I usually go through all my OBC + and there's never been a problem. Each charge just comes off the statement whether it be a dinner, HSC, casino, bingo, whatever.

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Quick question re: providing proof of ownership of stock --

 

How much of the statement do they need? My statement is 70 pages long, and I was thinking of faxing the statement's cover page, plus the page that shows CCL stock -- page 7 of the 70 pages -- OR just the first 7 pages, along with the required booking info for my cruise. I can fax the whole thing but that seems like overkill.

 

Thanks!

Lana in Bellingham, WA

I use 1 page where the shares are listed and black out everything except my name and the company logo. After writing in my booking number, I make a copy and send it off - never had a problem with only these 3 things showing.

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WHAT did you pay for your shares? LOL, I bought mine this week at I think $64. OBC was really the only reason I bought them-sounded like a guaranteed profit, you know? (First time in 20 years I've asked my financial advisor to buy a stock for me.)

 

Anyway, on to my question: On a different board it said these OBCs cannot used for gratuity or casino. Please tell me this isn't true?!

 

While that is the techncial rule, CCL stock is just credited to your onboard account as a credit. (See post 36). Whatever is charged to your on board account is then deducted. HAL doesn't differentiate - at least not yet. We've never had an issue using our CCL stock credit for whatever was the next thing to be charged.

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Wait. You want me to Google it myself instead of asking here and letting you provide the info? ;p

 

Details are available on Carnival's website. Go to the bottom of the main page and click Investor Relations and follow the links, eventually to a pdf with the details.

 

Bought mine at about $19 in early 2009. Have received over $1000 in OBC since then.

 

I was surprised when I submitted my info to HAL before my Zuiderdam cruise this past January and it was refused. True, I'd booked under a heavily discounted casino fare. But on Carnival, they give the SH credit even to people sailing in comp'd cabins!

 

Yes, I realize every cruiseline is different and they can handle it however they want. I was just disappointed. Just had my OBC applied to my upcoming Carnival cruise, which was booked under a casino rate.

 

My K'dam booking for November was also a casino fare, but not a deeply discounted one (just slightly less than the 200% solo supplement). I'll submit my info after I receive my 3rd qtr statement and keep my fingers crossed.

 

I've always had a balance due when I disembarked so have no idea whether the credit truly cannot be applied to any/all charges. My credit usually goes straight to the casino. ;p

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The quarterly dividends are nice as well. I bought in 2011 in the low $30s. We've sailed 14 times on HAL, Princess, and Carnival since then. Some of those were short cruises, but even $50 of onboard credit is better than none. It's the one time I'm glad all three are under the Carnival Corp. umbrella.

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Where do you send your brokerage statement to get HAL OBC? Is there a form?

 

 

Sent from my iPad using Forums

 

this link will take you right to the pdf link to click. http://www.carnivalcorp.com/phoenix.zhtml?c=140690&p=irol-sharebenefit There is no form per se. Just follow the format (booking #, ship, date, etc.) and send your applicable parts of your statement with the confidential stuff blacked out.

 

Google ccl shareholder benefits, and you will get the details plus the addresses and fax numbers for all the Carnival owned cruise lines.

 

Isn't it as easy to provide the link than to make the person asking the question to do the digging? :rolleyes:

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How much of the statement do they need? My statement is 70 pages long...

My broker sends me a statement showing just my CCL shares, saves a lot of blacking out. By the way, statement details were still legible after blacking out information with a Sharpie and copying the page to be sent. I cut out account numbers and anything else with an X-Acto knife before copying and mailing.

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The quarterly dividends are nice as well. I bought in 2011 in the low $30s. We've sailed 14 times on HAL, Princess, and Carnival since then. Some of those were short cruises, but even $50 of onboard credit is better than none. It's the one time I'm glad all three are under the Carnival Corp. umbrella.

 

Funny story....we took a Seabourn cruise to Alaska and got the CCL credit as Seabourn is part of the group too. On Seabourn, no gratuities or drinks charges since all are included in the fare. So I HAD to buy myself a new watch in the shop to use up my OBC!

 

We've been very happy with the stock....unfortunately didn't find out about it til we completed our 100 night for the bronze medallion level.

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My shares are in an ETrade Roth IRA acct. Their statements don't show your name anywhere except the front page so I attach that and the page showing my CCL shares.

 

I save them to a PDF and black everything out except the last 4 digits of the account number (which is on both pages). If you then "flatten" the comments (black highlighting/black text box/whatever you used to cover up the other details), the recipient can't move it, so there's no way anyone can see any other personal info.

 

I email mine to Carnival and have my OBC applied usually within 2 days, but once it only took 59 minutes!

 

I believe I have to fax it to HAL. I don't think I've ever seen anyone post an email address to use, so I'll fax mine after my 9/30 statement is available.

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My shares are in an ETrade Roth IRA acct. Their statements don't show your name anywhere except the front page so I attach that and the page showing my CCL shares.

 

I save them to a PDF and black everything out except the last 4 digits of the account number (which is on both pages). If you then "flatten" the comments (black highlighting/black text box/whatever you used to cover up the other details), the recipient can't move it, so there's no way anyone can see any other personal info.

 

I email mine to Carnival and have my OBC applied usually within 2 days, but once it only took 59 minutes!

 

I believe I have to fax it to HAL. I don't think I've ever seen anyone post an email address to use, so I'll fax mine after my 9/30 statement is available.

Bolding is mine.

 

Yes you have to fax for HAL (at least, I always have) but, if you give them your email, they are quick to send a confirmation. They are pretty quick :)

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In most cases each page of the document contains the name of the broker and the account number, along with a logo. I have always just included the page that shows the CCL stock, with all personal information blacked out other than the CCL stock and the last couple of digits of the account number.

 

Well, THAT was fast. About an hour after I got your reply yesterday, I faxed just the page from my quarterly brokerage statement that showed the CCL stock along with a cover page containing my reservation info.

 

At noon today, I got an updated Booking Confirmation showing the OBC!

 

Definitely easier than I thought it would be. Thanks again!! :)

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