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SHAREHOLDER SERVICES FORM IMPORTANT INFORMATION PLEASE READ Do not use this form for IRA or Keogh plans. For assistance in completing this form, or for other shareholder forms, please call 1-800-645-6561.

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What is shareholder services form?

Shareholder services form is a document that allows shareholders to provide instructions or requests to a company regarding their shares and related services.

Who is required to file shareholder services form?

Any shareholder who wishes to make changes or requests related to their shares or the services provided by the company may be required to file a shareholder services form.

How to fill out shareholder services form?

To fill out a shareholder services form, shareholders typically need to provide their personal information, details of their shares, and the specific changes or requests they want to make. The form can usually be obtained from the company's website or shareholder services department.

What is the purpose of shareholder services form?

The purpose of a shareholder services form is to allow shareholders to communicate their needs, preferences, and instructions to the company regarding their shares and related services.

What information must be reported on shareholder services form?

The specific information required on a shareholder services form may vary depending on the company and the nature of the request or change being made. However, it generally includes the shareholder's name, contact details, account number, shareholding details, and the desired changes or requests.

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