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

. Computer share Trust Company, N.A. P.O. Box 43078 Providence Rhode Island 02940-3078 Within the US, Canada & Puerto Rico 800 733 9393 Outside the US, Canada & Puerto Rico 781 575 4591 www.computershare.com/investor

How to fill out direct stock purchase plan

How to fill out a direct stock purchase plan:

1. Research and choose a company: Start by researching and identifying the company whose stocks you want to purchase through a direct stock purchase plan. Look for companies that offer this option and align with your investment goals.
2. Review the plan details: Once you have selected a company, review the specific details of their direct stock purchase plan. Understand any minimum investment requirements, fees, and other terms and conditions associated with the plan.
3. Obtain the necessary forms: Contact the company or visit their investor relations website to obtain the required forms to enroll in the direct stock purchase plan. These forms typically include an enrollment form and any additional documentation required by the company.
4. Complete the forms accurately: Carefully fill out all the required information in the enrollment form. Make sure to accurately provide your personal details, including your name, address, Social Security number or taxpayer identification number, and any other necessary information.
5. Determine 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 investment requirements, while others allow for fractional shares. Be mindful of any fees associated with ongoing automatic investments or other recurring transactions.
6. Choose the payment method: Select a payment method for your investment. Most direct stock purchase plans offer various payment options, such as electronic funds transfer (EFT), check, or money order. Follow the provided instructions to make the initial investment payment.
7. Submit the forms: After completing the forms and making the investment payment, submit the enrollment form and any additional required documentation to the company according to their instructions. Ensure that you retain copies of all the documents for your records.
8. Monitor your investment: Once enrolled in the direct stock purchase plan, regularly monitor your investment and keep track of any future purchases or dividends received. Consider setting up online access to conveniently access your account and stay updated on the performance of your investment.

Who needs a direct stock purchase plan?

1. Beginner investors: Direct stock purchase plans can be an attractive option for individuals who are new to investing and want to start with a low-cost and straightforward investment method. These plans often have low minimum investment requirements and eliminate the need for a brokerage account.
2. Long-term investors: Direct stock purchase plans are suitable for long-term investors who believe in the company's growth potential. By purchasing stocks directly from the company, investors can potentially benefit from dividend reinvestment and compound their investment over time.
3. Individual investors seeking diversification: Direct stock purchase plans provide an opportunity for individual investors to diversify their investment portfolio by purchasing stocks from different companies directly. This allows them to spread their investment across various industries and reduce the concentration risk.
4. Shareholders looking to increase holdings: Existing shareholders who wish to increase their holdings in a particular company may find direct stock purchase plans convenient. These plans often offer a means to buy additional shares without incurring brokerage fees.
5. Investors seeking hassle-free investing: Direct stock purchase plans offer a hassle-free way to invest in stocks without the need for a broker or dealing with complex trading platforms. Investors can typically set up automatic investments, making it easy to regularly contribute to their holdings.

For pdfFiller’s FAQs

What is direct stock purchase plan?

Direct stock purchase plan is a program that allows investors to purchase company stock directly from the company, bypassing a broker.

Who is required to file direct stock purchase plan?

Individuals who want to directly purchase stock from a company 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, investors need to contact the company offering the program and follow their instructions for enrollment.

What is the purpose of direct stock purchase plan?

The purpose of a direct stock purchase plan is to give investors the ability to buy company stock without going through a broker, often at a discounted price.

What information must be reported on direct stock purchase plan?

Direct stock purchase plans typically require investors to provide their personal information, banking details, and the amount they wish to invest.

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