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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 your financial representative.

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How to fill out dividends and options assignment

01

Determine the type of security you are receiving dividends or options assignment for.

02

Obtain the necessary forms or documents from your broker or financial institution.

03

Fill out the personal information section, including your name, address, and social security number.

04

Provide details about the security, such as the ticker symbol, number of shares, and any relevant dates.

05

Indicate whether you want to reinvest the dividends or receive them in cash.

06

Sign and date the form, and submit it to your broker or financial institution.

07

Keep a copy of the completed form for your records.

Who needs dividends and options assignment?

01

Investors who own stocks or other securities that pay dividends may need to fill out dividends assignment forms.

02

Options assignment forms may be needed by investors who have bought or sold options contracts.

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What is dividends and options assignment?

Dividends and options assignment refers to the process by which dividends are paid to shareholders and options contracts are assigned to the buyer's capabilities to exercise the option.

Who is required to file dividends and options assignment?

Typically, entities such as corporations and partnerships that issue dividends or options are required to file dividends and options assignments.

How to fill out dividends and options assignment?

To fill out dividends and options assignment, one needs to gather relevant financial information, complete the required forms accurately, and submit them to the appropriate tax authority by the specified deadline.

What is the purpose of dividends and options assignment?

The purpose of dividends and options assignment is to report income received from dividends and the exercise of options, ensuring compliance with tax regulations.

What information must be reported on dividends and options assignment?

Information that must be reported includes the type of dividends or options, amounts received, the dates of transactions, and identifying details of the entities involved.

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