- Direct Deposit form (286kb, pdf). This is only for new or updated/changed bank accounts. Calista’s secure fax number is on the form. To confirm you have direct deposit, please login to your MyCalista.com account (changes/new submissions can take 1-2 weeks to appear).
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
- Electronic Delivery (online form)
Distributions and Dividends
- Direct Deposit (286kb)
- Lost Check – Stop Payment (365kb)
Contact / Personal Information
- Change of Address (802kb)
- Name Change Affidavit (270kb)
Estate / Will / Gifting
Forms marked with ** must be signed and dated in the presence of a Notary.
- Stock Will Form ** (NEW letter-sized | 208kb)
- 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)
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.)