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Get the free Dividend Donation Plan Election or Variation Form

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This form allows securityholders of Westpac to elect to donate a percentage of their dividend payments to the Westpac Community Trust as part of the Family of Giving initiative.
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How to fill out dividend donation plan election

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How to fill out Dividend Donation Plan Election or Variation Form

01
Obtain the Dividend Donation Plan Election or Variation Form from your company's investor relations website or through their shareholder services.
02
Read the instructions carefully to understand the options available for your dividend donations.
03
Fill out your personal details, including your name, address, and shareholder identification number.
04
Indicate whether you want to enroll in the Dividend Donation Plan or make changes to your existing election.
05
Specify the percentage of your dividends you wish to donate to the designated charity or charities.
06
Review the eligibility requirements and ensure you meet them before completing the form.
07
Sign and date the form to validate your choice.
08
Submit the completed form to the designated department or keep it for your records if submitting online.

Who needs Dividend Donation Plan Election or Variation Form?

01
Shareholders who wish to donate their dividends to charitable organizations.
02
Investors looking for a structured way to support charities through their dividend earnings.
03
Individuals participating in a company-sponsored dividend donation initiative.
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The Dividend Donation Plan Election or Variation Form is a document that allows shareholders to elect to donate their dividends to charitable organizations or to modify their previous donation elections.
Shareholders who wish to participate in the Dividend Donation Plan or change their donation preferences are required to file the form.
To fill out the form, shareholders need to provide their personal details, specify the charity or charities they wish to donate to, indicate the percentage of dividends to be donated, and sign the form to authenticate their election.
The purpose of the form is to facilitate the process for shareholders who want to donate their dividends to designated charities, ensuring that their wishes are formally documented and processed.
The form must report the shareholder's name, address, account number, details of the selected charity or charities, the percentage of dividends to be donated, and the shareholder's signature.
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