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| FORMS & PROCEDURES | |||||
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It is important for Kavilco to have your most current shareholder contact information and to know who will receive your Kavilco shares after your death. The following are frequently requested affidavits and forms. Please contact us for other forms. Shareholder toll free number: Fax completed forms: Mail completed forms: You must have Adobe Acrobat 6.0 version or better to view and print our forms. If you do not have this software installed on your computer, click here to download a free copy. Address Change: Only a shareholder or their custodian can change his/her address. Kavilco cannot accept address changes by relatives or friends of the shareholder. Kavilco will confirm your identity before a change of address will be processed. Kavilco will accept changes of address by email or telephone, after confirmation of your identity To change your address, Kavilco must have your name as it appears on Kavilco’s shareholder records, your Social Security number, and any other identifiers at their discretion. Address Change form Custodian ˜ Appointment of: If the recipient of a gift of Kavilco stock is less than 18 years of age, his or her parent or legal guardian may be appointed as a custodian of the shares. The shareholder who is gifting the stock may also elect to act as custodian. This form must be completed by the custodian to accept appointment. Custodian ˜ Appointment of form Custodian ˜ Resignation of: Kavilco cannot arbitrarily change a minor’s custodian of record. Kavilco must have either a divorce decree awarding custody or a resignation from the custodian. If a custodian voluntarily resigns, he/she must sign a Resignation of Custodian form in the presence of a Notary Public and return the form to Kavilco. If a new custodian is appointed, the new custodian must sign the Appointment of Custodian affidavit. Once the proper documents to change a custodian have been received, a new stock certificate will be prepared and the duplicate sent to the new custodian. If shares are being transferred by court order (dissolution of marriage, divorce decree) and the court order does not identify the custodian of the stock, the transferer of the stock will be named as the custodian until the minor reaches the age of 18. Custodian ˜ Resignation of form Direct Deposit: We encourage our shareholders to sign up for Direct Deposit to receive dividends faster and safer. There is no cost to sign up for Direct Deposit. Direct Deposit ˜ Enroll form Divorce: If shares are being transferred by court order (dissolution of marriage, divorce decree) the shareholder must properly complete an Affidavit for Transfer of Kavilco Stock Relative to Divorce. The affidavit must also include a certified copy of the divorce decree, old stock certificate(s), Custodian Agreement Minor (if applicable), and Native status affidavit(s). If the court order does not identify the custodian of the stock, the transferor of the stock will be named as the custodian until the minor reaches the age of 18. Divorce form Estate Settlement: In order to transfer the shares of a deceased shareholder to another, Kavilco must have the following: 1. Certified copy of the death certificate. Estate ˜ Court Order form Gifting Your Shares: You can continue the Native tradition of giving by gifting your Kavilco stock to family members. ANCSA permits shareholders to gift any number of shares to a child, grandchild, niece, nephew, brother or sister. You may request a Gifting Packet from our Corporate Office, or download the forms here. Gifting Your Shares Majority Status: Complete this form when a shareholder reaches the age of 18. When Kavilco receives the properly completed affidavit and documents, a new stock certificate will be prepared. Majority Status form Name Change: If a shareholder’s name has changed due to marriage, divorce, adoption, etc., he/she must complete an Affidavit of Name Change, which must be signed in the presence of a Notary Public and returned to Kavilco. The affidavit must include a copy of the marriage certificate, adoption or divorce decree stating that the shareholder’s name has been legally changed. When Kavilco receives the properly completed Name Change affidavit and documents, a new stock certificate will be prepared. Name Change form Native Status: A person who receives a gift of shares must be either an Alaska Native or a descendent of a Native, including adopted descendents. However, a recipient need not have a particular blood quantum to be eligible to receive shares. Native Status form Voluntary IRS Tax Withholding: A shareholder can request that Kavilco withhold a percentage of your dividends to pay the IRS. Complete this form, specifying what percentage of your dividends you wish to withhold and mail the form to Kavilco. You may revoke this form in writing at any time. Voluntary IRS Tax Withholding form Please send an e-mail request or call our toll free shareholder number 800.786.9574 for more information regarding shareholder records. We welcome your comments and feedback. |
AFFIDAVITS & FORMS |
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