Get Enrollment Form - Duke Energy

This guide provides simple and effective instructions for filling out the Enrollment Form for Duke Energy. Follow these steps to ensure a smooth enrollment process and to properly manage your investment.

Follow the steps to successfully complete the Enrollment Form.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by indicating whether you are a registered shareholder by selecting 'Yes' or 'No' in the appropriate section.
3. Complete the initial investments section by entering the amount you wish to invest, keeping in mind the minimum and maximum investment limits.
4. Fill out the account registration details. Specify the type of account you wish to open (Individual, Joint, Custodial, Trust, or Corporation). Provide all requested information, including names, Social Security or Tax Identification Numbers, and account address.
5. Make your dividend reinvestment election by checking the appropriate box that aligns with your choice of reinvesting cash dividends.
6. Sign the form where indicated. If it's a joint account, ensure that both parties sign the form and include the date of signing.
7. If you opt for monthly automatic investments, fill out the relevant details about your bank account, amount to be withdrawn, and provide your signature.
8. Complete the Substitute Form W-9 if applicable and ensure you certify the accuracy of your taxpayer information by signing and dating the necessary section.
9. Review the entire form for accuracy and completeness. Once confirmed, save your changes, then download, print, or share the completed form as required.

Complete your Duke Energy Enrollment Form online to start managing your investments efficiently.