Forms must be signed and dated. Forms marked with ** must be signed and dated 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”
Annual Meeting
- Electronic Delivery (133kb)
Distributions and Dividends
- Direct Deposit (286kb)
- Lost Check – Stop Payment (365kb)
Contact / Personal Information
- Change of Address (756kb)
- Name Change Affidavit (800kb)
Estate / Will / Gifting
Forms marked with ** must be signed and dated in the presence of a Notary.
- Stock Will Form ** (legal-sized | 721kb)
- Stock Will FAQ – Frequently Asked Questions (legal-sized | 105kb)
- Gifting Request Packet ** (880kb)
- Affidavit for Determination of Rights to Receive ANCSA Stock ** (310kb)
- Estate Packet ** (1.34MB)
- Gifting Packet ** (880kb)
- Custodian Designation & Consent ** (249kb)