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How to fill out the Enrollment Forms May Be Downloaded From Shareowner ... - RPM online
This guide provides a step-by-step approach to completing the Enrollment Forms available online from Shareowner. It is designed to assist users in accurately and efficiently filling out the necessary information for enrollment.
Follow the steps to complete your enrollment form effectively.
- Click the ‘Get Form’ button to acquire the enrollment form and open it for completion.
- Choose one section to complete for account registration, ensuring to use CAPITAL LETTERS. Provide the requested information for either an individual or joint account, including the names and social security numbers of account owners.
- If registering for a transfer on death account, complete the beneficiary details ensuring the beneficiary cannot be the account owner.
- For gift transfers to a minor, provide information regarding the custodian and minor, including names and social security numbers.
- If applicable, provide trust or estate information, including trustee and trust name, as well as the trust taxpayer identification number.
- For organizational or business entities, select the appropriate type of entity and fill in the entity name and employer identification number.
- Complete the mailing address section only if it has changed for current shareholders. Ensure to include the country of residence if outside the U.S.
- Select your preferred dividend reinvestment option, ensuring only one option is selected for accurate processing.
- Indicate the total number of stock certificates and any additional investments by enclosing the required payment checks.
- Complete the bank authorization agreement section if choosing automatic deductions for investments, ensuring all requested bank account information is provided.
- Fill out the account authorization signature section, certifying your taxpayer identification number and signing as required for all joint owners.
- Finally, mail the completed form to the specified address for processing.
Begin your enrollment today by ensuring all documents are completed and submitted online.
EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar.