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Printable Forms
Find the most frequently requested forms necessary to make changes to your shareholder account.Employee plan participant tax forms
Available in the "Tax Forms and Documents" section of Employee OnlineShareholder tax forms
Access 1099-DIV and 1099-B forms for your shareholder accountManage your beneficiaries
Establish a Transfer on Death registration and designate beneficiaries.Transfer shares
Our Transfer Wizard provides step-by-step instructions to walk you through the transfer process.Make a stock purchase
View companies you can invest in on our DirectStock site.Check Replacement
Click here to replace lost or uncashed checks.Banking Details
Add or update banking details on your shareholder account and sign up for direct deposit.Address Update
Update the mailing address on your shareholder account.Sell Shares
To sell shares, click here to log in to your shareholder account.