Forms must be signed and dated. Forms marked with ** must be signed in the presence of a Notary.
Adobe PDF documents requires the free Adobe Acrobat Reader, or the free app for mobile devices (Apple, Android, etc.) which lets users complete fillable PDF documents and sign them with your finger. (Note: Enrollment forms are on the Descendant Enrollment Info page.)
To save any form:
- Windows users: right-click and choose “Save target as”
- Mac users: Hold Control (ctrl) key, click link, choose “Download linked file”
Estate / Will / Gifting
Forms marked with ** must be signed and dated in the presence of a Notary.
- Stock Will Form ** (legal-sized | 721kb | v2017Oct)
- Stock Will FAQ – Frequently Asked Questions (legal-sized | 105kb | v2017Oct)
- Gifting Request Packet ** (880kb | v2017Oct)
- Deceased Relatives Intestate Affidavit ** (1MB | v2017Oct)
- Estate Packet ** (1.34MB | v2017Oct)
- Gifting Packet ** (880kb | v2017Oct)
- Custodian Designation & Consent ** (249kb | v2018Sep)
- Annual Meeting Materials Electronic Delivery (133kb | v2018March)