This section provides you with the most frequently requested forms necessary to make changes to your account. Not all forms may be applicable to your account.
Stock Transfer Instructions and Forms
Stock Transfer Form, Deceased Non-U.S. Stockholder | View form | |
Stock Transfer Form, Deceased U.S. Stockholder | View form | |
Stock Transfer General Form, Non-U.S. Stockholder | View form | |
Stock Transfer General Form, U.S. Stockholder | View form | |
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Tax Forms
W-8BEN - Instruction Letter | View form | |
W-8BEN-Certificate of Foreign Status of Beneficial Owner | View form | |
W8-BEN-E - Instruction Letter | View form | |
W8-BEN-E-Certificate of Status of Beneficial Owner for US Tax Withholding & Reporting (Entities) | View form | |
W9-Request for Taxpayer Identification and Certification | View form | |
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International Currency Form & Information
International Currency Payment Information | View form | |
International Currency Payment Registration Form | View form | |
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DRS Form & Information
Direct Registration Transaction Request Form | View form | |
DRS Information | View form | |
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Direct Stock Purchase Plan
Direct Stock Purchase Plan - Direct Debit Authorization - Monthly | View form | |
Enrollment Form | View form | |
Prospectus Plan Brochure as of March 20, 2025 | View form | |
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You will need Adobe Acrobat ReaderTM in order to view these forms. If you do not have it, you can download the software from the Adobe website.