Shareholder Forms

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Shareholder Change Form - Keep your contact information, account, and distribution preferences up-to-date
IRS Tax Form W-9 - Needed for all account changes
Account Transfer Form - Transfer assets
Direct Deposit Form - Set up or change direct deposit for your distributions/dividends
Transfer on Death Form - Name your beneficiaries

What our shareholders say

“Dakota REIT's Distribution Reinvestment Program has completely changed my long-term wealth building strategy.”

Dakota REIT shareholder since 2004