Get the free Direct Stock Purchase Plan - Initial Enrollment Form - Marathon Oil ...

. Computer share Trust Company, N.A. P.O. Box 43078 Providence Rhode Island 02940-3078 Within the USA, US territories & Canada 888 843 5542 Outside the USA, US territories & Canada 781 575 4735 www.computershare.com/investor

How to fill out direct stock purchase plan

Who needs direct stock purchase plan?

1. Individual investors who want to invest directly in a specific company's stock may find a direct stock purchase plan beneficial. This type of plan can be especially helpful for those who are new to investing or do not have large sums of money to invest.
2. Companies that offer direct stock purchase plans usually do so as a way to encourage individual investors to become shareholders. This can be particularly appealing to smaller companies looking to expand their shareholder base.

How to fill out direct stock purchase plan?

1. Research and choose a company: Start by identifying a company that offers a direct stock purchase plan. Look for companies that you are interested in and that align with your investment goals.
2. Understand the plan: Read the terms and conditions of the direct stock purchase plan carefully. Familiarize yourself with any fees, minimum investment requirements, and other important details.
3. Open an account: Contact the company or its transfer agent to open an account. They will provide you with the necessary forms, instructions, and any required documents.
4. Complete the application: Fill out the application form provided by the company. This form will typically ask for personal information, including your name, address, Social Security number, and other relevant details.
5. Choose investment options: Some direct stock purchase plans may offer additional investment options, such as dividend reinvestment or optional cash purchases. Decide if you want to participate in any of these options.
6. Set up payment method: Determine how you will fund your investments. Direct stock purchase plans may offer various payment methods, including automatic deductions from your bank account or the option to send in a check.
7. Submit the application: Once you have completed the application form and gathered any necessary documents, submit them to the company or its transfer agent through the provided channels. Ensure that you double-check all the information provided.
8. Wait for confirmation: Typically, after receiving your application, the company will process it and send you a confirmation of your enrollment in the direct stock purchase plan. This confirmation will include details about your account and any additional instructions.
9. Monitor your investments: After you have successfully enrolled in the direct stock purchase plan, it is essential to keep track of your investments. Stay updated on any news or developments related to the company and periodically review your investment portfolio.

Remember, it is always a good idea to consult with a financial advisor or do thorough research before making any investment decisions to ensure they align with your financial goals and risk tolerance.

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What is direct stock purchase plan?

A direct stock purchase plan is a program offered by a company that allows investors to purchase shares of the company's stock directly from the company, bypassing the need for a broker.

Who is required to file direct stock purchase plan?

There is no specific filing requirement for individuals who participate in a direct stock purchase plan. However, companies that offer these plans may need to file certain documents with regulatory agencies.

How to fill out direct stock purchase plan?

To fill out a direct stock purchase plan, you would typically need to contact the company offering the plan and follow their instructions for enrollment. This may involve providing personal and financial information, setting up a brokerage account, and selecting the desired investment amount.

What is the purpose of direct stock purchase plan?

The purpose of a direct stock purchase plan is to provide individual investors with an easy and convenient way to purchase shares of a company's stock without going through a traditional broker. It allows investors to directly invest in the company and potentially benefit from its success.

What information must be reported on direct stock purchase plan?

The specific information that needs to be reported on a direct stock purchase plan may vary depending on the company offering the plan and any regulatory requirements. However, common information that may be required includes personal details (such as name and address), financial information, and the desired investment amount.