Forms must be signed and dated. Forms marked with ** must be signed and dated in the presence of a Notary.

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

Distributions and Dividends

Contact / Personal Information

Estate / Will / Gifting

Forms marked with ** must be signed and dated in the presence of a Notary.

Adobe PDF documents require 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.)