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DIVIDEND OPTIONS FORM The following privileges are only available for existing accounts. For more information, including those Funds eligible to participate, please call toll-free at 18006456561.

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How to fill out dividend options form

01

Start by obtaining a copy of the dividend options form from the relevant financial institution or company.

02

Read the instructions provided on the form carefully to understand the different dividend options available.

03

Provide your personal information, such as your name, address, and contact details, as required on the form.

04

Choose the dividend option that suits your preferences by selecting the corresponding box or filling in the relevant details.

05

If you are opting for a cash dividend, specify the bank account where you would like the dividend to be deposited.

06

If you prefer a reinvestment option, provide the necessary details like the stock or fund you want to reinvest in.

07

Verify that all the information provided is accurate and complete.

08

Sign and date the form at the designated space.

09

Submit the completed form to the financial institution or company through the designated submission channel.

10

Keep a copy of the filled-out form for your records in case of any future reference.

Who needs dividend options form?

01

Anyone who holds stocks, shares, or investments that provide dividends may need to fill out a dividend options form. This includes individual investors, shareholders, and beneficiaries of investment funds or trusts. It is typically required by financial institutions or companies that offer dividend payment options to their investors.

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