Get the free Dividend Reinvestment Plan Revocation Form - Equiniti Shareview

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How to fill out dividend reinvestment plan revocation

How to fill out a dividend reinvestment plan revocation:

1. Obtain the necessary form: Contact your broker, investment company, or financial institution that manages your dividend reinvestment plan (DRIP) and request the appropriate form for revocation. They may provide it in paper or electronic format.
2. Identify the account: Fill in your personal information on the form, including your name, address, and the account number associated with the dividend reinvestment plan you wish to revoke.
3. Specify the revocation: Clearly indicate your intention to revoke the dividend reinvestment plan by checking the appropriate box or selecting the designated option on the form. Follow any additional instructions provided by the institution.
4. Provide additional details: If required, provide any additional information requested on the form, such as the reason for revocation or any specific instructions regarding the handling of the dividends going forward.
5. Signature and date: Sign and date the form to confirm that the revocation request is being made by the account holder. Ensure that your signature matches the one on file with the institution to avoid any delays or potential issues with the revocation process.
6. Submit the form: Once the form is completed, submit it to the appropriate party according to the instructions provided. This may involve mailing it to an address specified by the institution or submitting it electronically through their online portal.

Who needs dividend reinvestment plan revocation?

1. Investors looking to manage their cash flow: Some investors may prefer to receive dividend payments in cash rather than reinvesting them into additional shares. Revoking a dividend reinvestment plan allows them to have more control over their cash flow and use the dividends for other purposes.
2. Those seeking to simplify their investment strategy: Dividend reinvestment plans can add complexity to an investment portfolio, especially for investors with multiple holdings. Revoking such plans can simplify their investment strategy by consolidating the dividends into a cash account or reinvesting them in different assets.
3. Individuals wanting to make strategic investment decisions: Revoking a dividend reinvestment plan provides investors with the flexibility to allocate their dividends into specific investments according to their own investment goals and market conditions. It allows them to make strategic decisions on how to deploy their cash rather than automatically reinvesting it.

Note: Before revoking a dividend reinvestment plan, it is advisable to consider consulting with a financial advisor or reviewing the potential tax implications, if any, associated with the decision.

For pdfFiller’s FAQs

What is dividend reinvestment plan revocation?

Dividend reinvestment plan revocation is the process of cancelling or withdrawing participation in a dividend reinvestment plan.

Who is required to file dividend reinvestment plan revocation?

Investors or shareholders who wish to stop participating in a dividend reinvestment plan are required to file a revocation.

How to fill out dividend reinvestment plan revocation?

To fill out a dividend reinvestment plan revocation, investors typically need to complete a form provided by the company managing the plan.

What is the purpose of dividend reinvestment plan revocation?

The purpose of revoking a dividend reinvestment plan is to cease automatic reinvestment of dividends and receive cash payouts instead.

What information must be reported on dividend reinvestment plan revocation?

When filing a revocation, investors may need to provide their account information, details of the plan, and reasons for revoking participation.

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