Get the free Direct Stock Purchase Plan - Initial Enrollment Form - Computershare

. + Computer share Trust Company, N.A. 250 Royal Street Canton Massachusetts 02021 Telephone 800 438 6278 email: Walmart computershare.com www.computershare.com Name Address Joint Will be presumed

How to fill out direct stock purchase plan

How to fill out a direct stock purchase plan:

1. Research the company: Start by identifying the company's direct stock purchase plan (DSPP). Visit the company's investor relations website or contact the investor relations department to obtain the necessary information.
2. Understand the requirements: Review the requirements and eligibility criteria for participating in the direct stock purchase plan. Some plans may have minimum investment amounts, residency restrictions, or other specific requirements.
3. Complete the enrollment form: Obtain the enrollment form for the direct stock purchase plan. Fill out the form accurately, providing all the required personal information, such as your name, address, Social Security or tax identification number, and any other information requested.
4. Determine the investment amount: Decide on the amount you wish to invest in the company's stock through the direct stock purchase plan. Some plans may have minimum and maximum investment limits, so ensure your investment amount falls within the specified range.
5. Choose the payment method: Determine how you will make the initial stock purchase and subsequent payments. Direct stock purchase plans often accept various payment methods, such as electronic funds transfer, check, or money order. Follow the instructions provided by the company to submit your payment.
6. Review and sign the agreement: Read the terms and conditions of the direct stock purchase plan carefully. Understand the fees, commissions, and any other relevant information associated with the plan. If you agree to the terms, sign the agreement and any other required documents.

Who needs a direct stock purchase plan:

1. Beginner investors: Direct stock purchase plans can be an excellent option for individuals who are new to investing and want to start with a smaller investment amount. They provide an opportunity to purchase shares directly from the company without going through a broker.
2. Long-term investors: Direct stock purchase plans are suitable for investors with a long-term perspective. By regularly investing in the company's stock through the plan, individuals can accumulate shares over time and potentially benefit from any future price appreciation.
3. Shareholders wanting to increase their holdings: Existing shareholders who want to expand their position in a specific company can utilize direct stock purchase plans to buy additional shares. This eliminates the need to go through brokerage firms and allows for a more direct investment approach.
4. Individuals looking for dividend reinvestment: Some direct stock purchase plans offer the option to reinvest dividends automatically. This feature allows shareholders to use their dividends to purchase more shares in the company, thereby increasing their overall holdings.
5. Investors seeking cost-effective investment options: Direct stock purchase plans often have lower fees compared to traditional brokerage accounts. For individuals looking for cost-effective investment strategies, direct stock purchase plans can be an attractive option.

Overall, direct stock purchase plans cater to a wide range of individuals, including those looking for a low-cost investment option, beginners in the investment world, long-term investors, and existing shareholders aiming to increase their holdings.

For pdfFiller’s FAQs

What is direct stock purchase plan?

Direct stock purchase plan (DSPP) is a program that allows individuals to purchase stock directly from a company without using a broker.

Who is required to file direct stock purchase plan?

Individuals who wish to participate in a company's DSPP are required to file a direct stock purchase plan.

How to fill out direct stock purchase plan?

To fill out a direct stock purchase plan, individuals need to contact the company offering the DSPP and follow their specific instructions for enrollment.

What is the purpose of direct stock purchase plan?

The purpose of a direct stock purchase plan is to give individuals the opportunity to invest in a company's stock without having to go through a broker.

What information must be reported on direct stock purchase plan?

The information that must be reported on a direct stock purchase plan typically includes personal details, investment amount, and payment method.

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