Forms

Here is a library of forms you may need to execute various transactions as indicated. If you do not see a particular transaction or form here, please search our FAQ or call our Investor Relations Department at (800)368-5948.

INVESTOR-RELATED FORMS

For Inland Shareholders:

For Transferring Shares:

Step-by-Step Guide to Transferring Shares

This guide to transferring ownership of stock covers most common transfer situations.

Request To Transfer Stock

Use this form to provide us with simple instructions to re-register shares of stock to a new owner.

Affidavit Of Domicile   [Instructions]

This is a notarized affidavit executed by the legal representative of an estate reciting the residence of the decedent at the time of death.

Waiver Of Probate   [Instructions]

This is a notarized form similar to a notarized small estate affidavit executed by all the heirs of the decedent. For use when an estate has been closed or has not been probated. Subject to State legislation and limitations.

Tax-Related Forms

W9 Form (rev. 10/2007)   [Instructions]

W8BEN Form (rev. 2/2006)   [Instructions]

To Report Lost certficates:

Affidavit of Loss/Agreement of Indemnity   [Instructions]

Other Investor-Related Forms:

Direct Deposit Enrollment

CLIENT-RELATED FORMS

Affiliates Identity Report

Cash Dividend / Distribution Notification

Current Client Information

Management Recognition and Retention Plan Coordination

Management Retention Plan Questionnaire

Shareholder Meeting Profile

The Shareholder Meeting Profile is designed to initiate the mutual coordination of an issuer's Shareholder Meeting. It contains a worksheet to be completed and returned to your Account Executive along with helpful tips and reminders when preparing for a Shareholder Meeting.

Stock Issuance

Stock Split / Stock Dividend Notification