Get Dominion Direct Enrollment Form

Filling out the Dominion Direct Enrollment Form online is a straightforward process that allows users to manage their investments seamlessly. This guide provides step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to obtain the enrollment form and open it in your chosen online editor.
2. Indicate the type of account you wish to open by checking only one box at the beginning of the form. Options include Individual, Joint, Custodial for minor, Trust, TOD (beneficiary), and Corporation, Partnership, or Other. Complete the corresponding account information sections as instructed.
3. Complete the Account Information section. Fill in the owner's name, joint owner's name (if applicable), mailing address, city, state, zip code, and social security number or taxpayer identification number for the beneficiary if applicable.
4. Choose your investment option. If you prefer to invest via bank draft, ensure that you complete the Automatic Bank Draft section carefully. Specify whether you will include a check or wish to set up automatic withdrawals.
5. Next, move to the Dividend Authorization & Certification section. Select your choice for dividend reinvestment and confirm that you agree to the terms by signing and dating the appropriate sections.
6. If applicable, fill out the Automatic Bank Draft Form, providing the necessary bank account details and authorizations. Make sure to include a voided check or savings account deposit slip.
7. Complete the Substitute Form W-9 by providing your Taxpayer Identification Number (TIN) and required certifications. Sign and date this form to certify the information provided.
8. Review the completed form for accuracy. Save your changes to ensure your information is preserved. You may then download, print, or share the completed form via your online method of choice.

Begin filling out your online Dominion Direct Enrollment Form today to manage your investments with ease!