Get the free Dividend Options Form - BNY Mellon Investment Management

DIVIDEND OPTIONS The following privileges are only available for existing accounts. For more information, including those Funds eligible to participate, please call your Financial Representative.

How to fill out dividend options form

How to fill out dividend options form:

1. Begin by obtaining the dividend options form from the relevant financial institution or company. This form is typically provided to shareholders who are entitled to receive dividends.
2. Fill in your personal information accurately. The form will typically require details such as your full name, address, contact information, and shareholder identification number if applicable.
3. Select your dividend payment option. The form will provide different options, such as receiving dividends through direct deposit, cheque, or reinvestment in additional shares. Carefully consider the advantages and disadvantages of each option before making your selection.
4. If you choose to receive dividends through direct deposit, provide your banking information, including the bank name, branch address, account number, and transit number. Ensure that the information is correct to avoid any delays or issues with the dividend payments.
5. If you prefer receiving dividends by cheque, indicate your mailing address where the cheques should be sent. Double-check the accuracy of your address to prevent any delivery problems.
6. If you opt for reinvesting dividends into additional shares, specify your instructions on the form. This may require providing your shareholder identification number and indicating the number or percentage of dividends you wish to reinvest.
7. Carefully review the completed form for any errors or omissions before submitting it. Make sure all the information provided is accurate and up-to-date.
8. Sign and date the form in the designated areas to validate your submission.
9. Submit the completed form through the prescribed channels, which could include mailing it to the specified address or delivering it to the financial institution or company in person.

Who needs dividend options form:

1. Shareholders: Individuals who own shares in a company and are entitled to receive dividends will need to fill out the dividend options form. This could include individual investors, institutional investors, or employees who receive company shares as part of their compensation.
2. Dividend-paying companies: Companies that issue dividends to their shareholders will require those shareholders to fill out the dividend options form. This ensures that the company has accurate information about how the shareholders wish to receive their dividend payments.
3. Financial institutions: Banks or other financial institutions that facilitate dividend payments on behalf of companies may require shareholders to fill out the dividend options form. This allows them to process dividend payments efficiently and according to the shareholders' preferences.

For pdfFiller’s FAQs

What is dividend options form?

Dividend options form is a document that allows shareholders to choose how they would like to receive their dividend payments.

Who is required to file dividend options form?

Shareholders who wish to specify how they would like to receive their dividend payments are required to file dividend options form.

How to fill out dividend options form?

To fill out dividend options form, shareholders must provide their personal details, choose their preferred dividend payment method, and sign the form.

What is the purpose of dividend options form?

The purpose of dividend options form is to allow shareholders to indicate how they would like to receive their dividend payments.

What information must be reported on dividend options form?

The information required on dividend options form includes shareholder's personal details, preferred dividend payment method, and signature.

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