PDF Dividend Reinvestment Form - Merrill Lynch
Dividend Reinvestment Form
When your investments generate dividends and capital gains, you can decide to receive them as cash payments deposited to your brokerage account or reinvest them to provide the opportunity to help build the value of your investments.
For stocks and exchange-traded funds, you can reinvest dividends and capital gains or receive cash. For mutual funds, you can reinvest dividends and capital gains or reinvest capital gains only. Or, you can elect to receive cash payments.
Any questions?
??Stock dividends are paid in cash unless you take action
and indicate that you want to reinvest those dividends.
??Separate forms are needed for each eligible account.
??If you elect to reinvest dividends and then purchase additional shares of the same security, dividends for the new shares will also be reinvested.
??Changes to reinvestment elections are not allowed between the record date and the payable date. If a request is entered during this period, changes will not take effect until after the payable date.
??Changing reinvestment options does not impact special
or optional dividends.
Instructions:
??Please print and complete the form.
??Send the completed form to us by fax or mail.
Fax (2?3 business days) Fax the completed form to: 866.994.7807 Please include a cover sheet.
Mail (5?7 business days) Merrill P.O. Box 29002 Hot Springs, AR 71903
Overnight mail Merrill Document Processing Center 3315 Central Ave. Hot Springs, AR 71903-9002
For assistance, please contact an Investment Center representative at 877.653.4732. Representatives are available 24/7.
Please note that neither Merrill nor any of its affiliates provide tax, accounting or legal advice. Please contact your independent tax advisor regarding the items discussed herein.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products:
Are Not FDIC Insured Are Not Bank Guaranteed
May Lose Value
? 2019 Bank of America Corporation. All rights reserved. | SHEET-06-19-0030 | 06/2019
DIVPDFV1
Dividend Reinvestment Form
Enter your existing account number:
?
I. Your Information
Account Holder Name
A separate form is required for each account.
First, middle, last
Phone number
II. Your Preferences
For eligible holdings in my account, I would like to (please select only one option): Receive cash for dividends and capital gains (skip section III) Reinvest dividends and capital gains (skip section III) Manage reinvestment choices for each holding (please complete section III)
III. Preferences For Individual Holdings
Please list the security name and symbol, and then indicate how you would like to handle your reinvestment preferences. Please make one selection for each investment.
If you don't list a security you own, your current reinvestment preference will remain the same.
Security Name
Symbol
Receive Cash
Reinvest Dividends & Capital Gains
Reinvest Capital Gains Only (Mutual Funds)
To list additional holdings and your reinvestment selections, please use the blank form on page 3.
Signature
Date
Page 2 | Dividend Reinvestment Form
DIVPDFV1
Dividend Reinvestment Form
Enter your existing account number:
?
Additional Fields (If Necessary)
Security Name
Symbol
Receive Cash
A separate form is required for each account.
Reinvest Dividends & Capital Gains
Reinvest Capital Gains Only (Mutual Funds)
Page 3 | Dividend Reinvestment Form
DIVPDFV1
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