Update your information

Complete these forms to update your current address, notify us of a name change, or enroll for direct deposit to receive distributions early. Checks are mailed ten days after direct deposits.

Passing down shares

Please complete your Stock Will form (Testamentary Disposition or TD) to list the beneficiaries of your shares. The Stock Transfer form will walk families through the process of transferring shares to the proper heirs. In order to gift shares to a child, grandchild, great-grandchild, niece, nephew, brother or sister, the following Gift Shares documents linked below are required to be completed.

Funeral Assistance

We provide funeral benefits for deceased shareholders up to $1,200. If your family is in need, please fill out the application below and submit it to our office. If you’re having trouble downloading the forms please contact us.

If you need assistance filling out forms or have questions please contact our office. We’re happy to help!