EPR Properties Waiver Form for Dividend Reinvestment Plan
This form is used by participants of the EPR Properties Dividend Reinvestment Plan to request authorization for optional cash investments exceeding the monthly limit. Participants must complete and submit this form each month for approval. Ensure all sections are filled out completely before submission.
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How do I fill this out?
To fill out this form, start by providing your participant information and the details of your investment. Then, proceed to enter your financial institution information and your preferred disposition of shares. Finally, sign the form and submit it for approval.
How to fill out the EPR Properties Waiver Form for Dividend Reinvestment Plan?
1
Enter your participant information including your name, contact information, and investment details.
2
Provide your financial institution information for potential refunds.
3
Indicate your disposition of shares preference.
4
Sign the form and date it.
5
Submit the completed form to EPR Properties for approval.
Who needs the EPR Properties Waiver Form for Dividend Reinvestment Plan?
1
Investors who are participants in the EPR Properties Dividend Reinvestment Plan and want to exceed the $10,000 monthly limit.
2
New participants who recently joined the EPR Properties Dividend Reinvestment Plan and need to make their first investment.
3
Participants seeking to reinvest their dividends and need authorization for higher investment amounts.
4
Account managers handling investments on behalf of their clients in the EPR Properties plan.
5
Financial advisors assisting their clients with the EPR Properties Dividend Reinvestment Plan.
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What are the instructions for submitting this form?
To submit this form, complete all required fields and provide accurate information. Send the form via facsimile to EPR Properties, Attention: DSPP Waiver Request, at fax number (816) 472-5794. Ensure that the form is fully filled out and signed before submission. For any questions or additional assistance, contact EPR Properties at the provided contact information. Advice: Double-check all entered information for accuracy and completeness before submitting to avoid processing delays.
What are the important dates for this form in 2024 and 2025?
There are no specific important dates for this form in 2024 and 2025, but remember to submit a new form each month for authorization of excess investments.
What is the purpose of this form?
The purpose of the EPR Properties Waiver Form is to allow participants in the Dividend Reinvestment and Direct Share Purchase Plan to request authorization for optional cash investments exceeding the monthly limit of $10,000. By submitting this form, participants can potentially increase their investments in the plan with EPR Properties' approval. Ensuring the form is completed accurately and submitted on time is crucial for the authorization process.
Tell me about this form and its components and fields line-by-line.
- 1. Participant Information: Includes fields for the participant's name, contact information, and optional cash investment details.
- 2. Financial Institution Information: Details the participant's bank information for potential refunds if the threshold price is not met.
- 3. Disposition of Shares: Allows the participant to choose how shares should be handled—either held in the plan account, issued as a certificate, or transferred via DWAC.
- 4. Participant's Signature: Requires the participant's signature and date to validate the request.
- 5. Administrator Wire Instructions: Provides banking information for the administrator to process the wire transfer.
What happens if I fail to submit this form?
Failure to submit this form can result in the inability to make investments in excess of the $10,000 monthly limit. This can cause potential investment opportunities to be missed.
- Missed Investment Opportunities: Without submitting the form, participants cannot make excess investments and may miss out on potential gains.
- Plan Restrictions: Participants must adhere to the $10,000 limit without an approved waiver, restricting their investment capabilities.
How do I know when to use this form?
- 1. Exceeding Monthly Limit: Submit this form if you plan to invest more than the $10,000 limit in a given month.
- 2. New Investments: Use this form when making new investments that require approval beyond the standard limits.
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Yes, there is a $100 fee for using the DWAC option on the form.
What information do I need to fill out this form?
You need to provide participant information, investment details, financial institution information, and your signature.
How do I complete the financial institution information section?
Enter the name, ABA/Routing number, account name, and account number of your financial institution.
What should I do if the threshold price is not satisfied?
If the threshold price is not satisfied, your optional cash investment will be returned using the provided financial institution information.
What is the continuous settlement feature?
The continuous settlement feature allows settlement of transactions continuously throughout the pricing period.
How often can I submit this form?
You must submit a new form each month if you wish to make a cash investment in excess of the $10,000 limit.
Where do I send the completed form?
Send the completed form via facsimile to EPR Properties at fax number (816) 472-5794.
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