Get the free Direct Stock Purchase Plan - Enrollment Form - SNL Financial

. Computer share Trust Company, N.A. P.O. Box 43078 Providence Rhode Island 02940-3078 Within the US, Canada & Puerto Rico 800 884 4225 Outside the US, Canada & Puerto Rico 781 575 4706 www.computershare.com/investor

How to fill out direct stock purchase plan

How to fill out direct stock purchase plan:

1. Research the company: Before filling out a direct stock purchase plan, it is important to research and gather information about the company whose stocks you are interested in purchasing. Look into the company's financials, history, management team, and future prospects.
2. Find the plan: Identify if the company offers a direct stock purchase plan. This can usually be done by visiting the company's investor relations website or by contacting their transfer agent. Some companies may offer these plans directly, while others may have partnerships with third-party service providers.
3. Review the plan details: Once you have identified the plan, carefully review its details. Understand the minimum and maximum investment amounts, any fees involved, dividend reinvestment options, and any restrictions or limitations.
4. Obtain and fill out the enrollment form: Request an enrollment form for the direct stock purchase plan either online or by mail. The form will require you to provide personal and financial information, including your name, address, Social Security number, and banking details.
5. Complete the required paperwork: Read the instructions provided with the enrollment form and ensure that you fill out all the required sections accurately. Double-check for any additional documents or proofs that need to be submitted along with the enrollment form.
6. Set up a payment method: Decide on a payment method for purchasing the stocks through the direct stock purchase plan. This can usually be done through electronic funds transfer (EFT), automatic bank deductions, or by sending a check. Follow the instructions provided by the plan on how to set up the payment method.
7. Submit the enrollment form: Once you have completed the enrollment form and gathered any necessary documents, submit them as per the instructions provided. Keep a copy of the completed form and any other relevant documents for your records.

Who needs direct stock purchase plan:

1. Novice investors: Direct stock purchase plans can be beneficial for novice investors who want to start investing in the stock market with a smaller amount of money. These plans often have lower minimum investment requirements, allowing individuals to start building their investment portfolio gradually.
2. Long-term investors: Investors with a long-term investment horizon can benefit from direct stock purchase plans. These plans usually offer dividend reinvestment options, allowing investors to automatically reinvest their dividends and compound their returns over time.
3. Individuals interested in specific companies: If you have a specific interest in a particular company and want to have direct ownership of their stocks, a direct stock purchase plan can be a viable option. It allows you to bypass traditional brokerage firms and purchase stocks directly from the company, often at a reduced cost.
4. Those looking for low-cost investment options: Direct stock purchase plans often have lower fees and expenses compared to traditional brokerage accounts. This makes them attractive to individuals who are seeking cost-effective investment options.

It is important to note that not all companies offer direct stock purchase plans, so it is necessary to research and identify which companies provide these plans before proceeding with the enrollment process.

For pdfFiller’s FAQs

What is direct stock purchase plan?

A direct stock purchase plan is a program that allows individuals to purchase shares of a company's stock directly from the company, bypassing traditional stockbrokers.

Who is required to file direct stock purchase plan?

There is no specific requirement to file a direct stock purchase plan. However, individuals who wish to participate in a company's direct stock purchase plan need to sign up for the program.

How to fill out direct stock purchase plan?

To fill out a direct stock purchase plan, individuals usually need to complete an enrollment form provided by the company offering the program. The form may require personal information, investment amount, and payment instructions.

What is the purpose of direct stock purchase plan?

The purpose of a direct stock purchase plan is to enable individuals to become shareholders of a company by purchasing its stock directly. It provides an affordable and convenient way for individual investors to acquire shares without involving traditional brokerage services.

What information must be reported on direct stock purchase plan?

The information that must be reported on a direct stock purchase plan typically includes the individual's personal details (such as name, address, social security number), investment amount, and payment instructions (e.g., bank account information for automatic withdrawals).

How can I edit direct stock purchase plan from Google Drive?

pdfFiller and Google Docs can be used together to make your documents easier to work with and to make fillable forms right in your Google Drive. The integration will let you make, change, and sign documents, like direct stock purchase plan, without leaving Google Drive. Add pdfFiller's features to Google Drive, and you'll be able to do more with your paperwork on any internet-connected device.

How do I make edits in direct stock purchase plan without leaving Chrome?

Install the pdfFiller Google Chrome Extension to edit direct stock purchase plan and other documents straight from Google search results. When reading documents in Chrome, you may edit them. Create fillable PDFs and update existing PDFs using pdfFiller.

How do I edit direct stock purchase plan on an Android device?

You can. With the pdfFiller Android app, you can edit, sign, and distribute direct stock purchase plan from anywhere with an internet connection. Take use of the app's mobile capabilities.