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 - U.S. Holders
| General Transfer Form for U.S. Holders | View form | |
| Transfer Form for U.S. Holders - Deceased | View form | |
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Stock Transfer Instructions and Forms - International Holders
| General Transfer Form for Non-U.S. Stockholder | View form | |
| Transfer Form for Non-U.S. Stockholder - Deceased | View form | |
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Tax Forms
| Request for Taxpayer Identification and Certification - W9 Form | View form | |
| W-8BEN - Certificate of Foreign Status of Beneficial Owner | View form | |
| W-8BEN - Instruction Letter | View form | |
| W8-BEN-E - Certificate of Status of Beneficial Owner for US Tax Withholding & Reporting (Entities) | View form | |
| W8-BEN-E - Instruction Letter | View form | |
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International Currency
| International Currency Payment Information | View form | |
| International Funds Transfer and Draft Payment Registration Form | 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.