Get the free Dividend Reinvestment Form - Merrill Lynch

Dividend Reinvestment Form Instructions When your investments generate dividends and capital gains, you can decide to receive cash payments deposited to your brokerage account or reinvest them to

How to fill out dividend reinvestment form

How to fill out a dividend reinvestment form:

1. Gather the necessary information: Before filling out the form, make sure you have all the required information at hand. This may include your account number, the company's stock symbol, the number of shares you own, and any other relevant details.
2. Read the instructions: Carefully go through the instructions provided with the dividend reinvestment form. These instructions will guide you on how to fill out the form correctly and avoid any mistakes.
3. Provide personal information: The form will typically require you to provide your personal information such as name, address, phone number, and social security number. Fill in these details accurately and ensure that they match your account records.
4. Indicate dividend reinvestment option: Look for the section on the form that allows you to select the dividend reinvestment option. This option will usually be labeled as "Dividend Reinvestment Plan" or something similar. Check the box or fill in the appropriate details to indicate your choice.
5. Specify the number of shares: In this section, you will need to indicate the number of shares you wish to reinvest. Depending on the form, you may need to provide the total number of shares you own or specify a specific number of shares for reinvestment.
6. Sign and date the form: Once you have filled out all the necessary sections, sign and date the form. Make sure your signature matches the one on file with your brokerage or the company offering the dividend reinvestment plan.
7. Submit the form: Once you have completed the form, follow the instructions on where to submit it. This may involve sending it to your broker, mailing it to the company's designated address, or submitting it electronically online.

Who needs dividend reinvestment form:

1. Individual investors: Individual investors who own shares in a company and wish to reinvest their dividends can use a dividend reinvestment form. This form allows them to take advantage of a company's dividend reinvestment plan, which automatically uses the dividends to purchase more shares in the same company.
2. Shareholders participating in a dividend reinvestment plan (DRIP): If you are already enrolled in a dividend reinvestment plan offered by a company, you may need to fill out a dividend reinvestment form to update or modify your existing preferences. This can include changing the number of shares to reinvest, updating personal information, or opting out of the plan altogether.
3. Shareholders with multiple investments: If you have investments in multiple companies that offer dividend reinvestment plans, you may need to fill out separate dividend reinvestment forms for each company. This allows you to customize your reinvestment preferences and allocate your dividends accordingly.

Remember, it is always advisable to consult with a financial advisor or reach out to the company's investor relations department if you have any specific questions or concerns regarding the dividend reinvestment form.

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