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Frequently Asked Questions

Why should I select electronic delivery?
Receiving material from electronically is fast, and more convenient for many. It also aligns with ’s green initiatives and core values to reduce paper and lower printing, processing, and postage expense. If you like having news on the go, you can get delivery to your email on your preferred mobile device and read anytime.

Is really secure?
Yes. All communications and information processed using this portal are encrypted using industry standard encryption.

  You can validate this by observing the Lock icon on your browser navigation bar.

Your login through electronically validates your identity according to industry standards, using several identifiers. Confirmation messages are sent to your e-mail account for any changes made to your information using .

Why does my password have to be so long?
Security of your information is important to us so enforces use of strong passwords.

Passwords must be:
  • Eight (8) characters long
  • Contain at least one number
  • Contain at least one upper case character
  • Contain at least one lower case character
Why did I automatically get taken to the login page?
To protect the confidentiality of your information the site forces re-login after 15 minutes of inactivity.

I’m not a shareholder, why should I register?
Non-shareholder custodians of shareholders can register and manage the shareholder information of their wards.

Other non-shareholder interested parties may register for electronic delivery of public news, press releases, event notices, and other information.

Why is the 1099-DIV form different than the IRS published form?
wants to make it easy for shareholders to reprint past 1099 forms they've received from , but the re-print is not the same as the original tax document you receive. The 1099-DIV form used by is fully compliant with IRS Publication 1179 which specifies formatting and information requirements for a substitute 1099-DIV. The substitute form produces can be printed and submitted or filed with your IRS tax forms.

My password is not working
Here some things you can do to resolve issues getting logged in:
  • Did you respond to the registration e-mail that was sent to you?
  • Are you using the e-mail address you registered with?
  • Click here to reset your password
  • If you did not receive the registration confirmation e-mail, Click here to have it resent.