Below are answers to some of our frequently asked questions. If you do not find the help you need below, please feel free to contact us for additional assistance.
Yes, complete a Direct Deposit form and return it to our office with a voided check. You do need to complete a separate form for each account.
If you are a resident of North Dakota, South Dakota, Minnesota, Arizona, Florida, Montana, Nebraska, Kansas, Texas, or Colorado you can reinvest your distribution. Please complete Sections 1, 2, & 6 of the Shareholder Change form. Unfortunately, if you are not a resident of these states, you must take your distribution in cash.
Please complete Sections 1, 2, & 4 of the Shareholder Change form to change your permanent address. A W-9 Form and a copy of your new photo ID showing your new address are also required.
You can add beneficiaries to your account by completing the Transfer on Death form.
Please contact our office to learn more about our Direct Redemption policy and additional options for redemption.