Get Initial Enrollment Form - Drip Investor

Completing the Initial Enrollment Form for the Dividend Reinvestment Plan (DRIP) is a straightforward process that allows users to invest easily. This guide provides clear, step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering your full legal name, ensuring to print in capital letters inside the designated areas.
3. Provide your complete address, including street number, street name, apartment or unit number, city, state, and postal code.
4. Select the type of account you wish to establish: choose between a single/joint account, custodial account, or trust account.
5. If applicable, complete the sections for custodial accounts, including the minor's name and social security number.
6. Fill in the date of birth for both the primary account holder and any joint account holders or custodians.
7. Enter the taxpayer identification number — this can be the social security number for individuals or employer identification number for businesses.
8. Select your citizenship status and check if a W-8BEN form is needed.
9. Choose your dividend reinvestment preference by checking the appropriate box: full dividend reinvestment, reinvestment on plan shares only, or partial dividends paid in cash.
10. Read and acknowledge the certification section, ensuring you understand the terms and conditions of the plan.
11. Sign the form where required, ensuring signatures stay within the designated boxes, and provide the date of signing.
12. Submit the completed form by returning it to the specified address, and include a check for your initial investment, if required.
13. After submission, you can save changes for your records or print a copy for reference.

Start filling out your Initial Enrollment Form online today for a smooth investment experience.