Get Distribution Options Change Form - Phillips Edison

This guide provides clear and detailed instructions on how to effectively complete the Distribution Options Change Form for Phillips Edison. Whether you are changing your distribution options or participating in the Dividend Reinvestment Plan, this guide will assist you in navigating the form easily and efficiently.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to obtain the Distribution Options Change Form and have it open in your editing tool.
2. In the Investor Information section, clearly write the exact current registration for your shares, including the custodian or trust name if applicable. Fill in your name, the name of any joint owner, your account number, Tax ID or Social Security number, address, city, state, ZIP code, telephone number, and email address.
3. Navigate to the Distribution Options section. Here, you will indicate your preferences for how to receive your dividends. You can specify that your distributions will be allocated in whole percentages equaling 100%, and select options for participation in the Dividend Reinvestment Plan, receiving a distribution check, or authorizing electronic deposits to a third-party account.
4. If you are opting for a distribution deposit into a third-party account, provide the required banking details: institution name, account name, account number, institution ABA number, and the address of the institution.
5. Sign and date the form in the Investor Signatures section. Ensure that you understand the terms acknowledged, regarding the authority to manage the distribution options as well as the potential need to notify Phillips Edison of any changes in suitability.
6. Once all sections are completed, finalize your form by saving the changes, and choose to download, print, or share the document as needed.

Complete your Distribution Options Change Form online today to ensure your distribution preferences are up to date.