Statement to Shareholder Recipients

Statement to Shareholder Recipients.pdf

Reissue IRA to Individual Distribution Form: REISSUE IRA TO INDIVIDUAL DISTRIBUTION FORM.pdf
For use by individuals who received a check written to their IRA and no longer maintain an IRA.

Reissue IRA to Beneficiary Distribution Form: REISSUE IRA TO BENEFICIARY DISTRIBUTION FORM.pdf
For use by beneficiaries or guardians who received a check written to an individual’s IRA and it should be reissued to the beneficiary or guardian.

Reissue Non-IRA Distribution Form: REISSUE NON-IRA TO INDIVIDUAL DISTRIBUTION FORM.pdf
For use by individuals who received a check as part of a Retirement Plan or a Defined Benefit Plan and the Plan or employer no longer exists.

Reissue Beneficiary Non-IRA Distribution Form: REISSUE NON-IRA TO BENEFICIARY DISTRIBUTION FORM.pdf
For use by beneficiaries or guardians who received a check written to an individual as part of a Retirement or a Defined Benefit Plan and it should be reissued to the beneficiary or guardian.

Abandoned Plan Affidavit Form: Abandoned Plan Affidavit Form.pdf
For use by individuals who received a check as part of a Retirement Plan or a Defined Benefit Plan and the Plan or employer no longer exists.

Substitute Form W-9: Substitute Form W-9.pdf
For use by beneficiaries who received a check written to an individual that was not an IRA, Retirement or Defined Benefit Plan and it should be reissued to the beneficiary.