 |
|||||||
 |
 |
 |
 |
 |
 |
 |
|
|
Affidavits & Forms
|
| 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. If the form that you require is not availble here, please call us toll free at 1-800-786-9574.
These forms are PDF files which require Adobe Acrobat 6.0 version or better to view and/or print. |
 Click the icon to download a free copy of Adobe Reader. |
|
Shareholder toll free number: 1-800-786-9574 Fax completed forms: 1-206-624-8953 Mail completed forms: E-mail: Kavilco Corporate Secretary Change of Address |
|
CHANGE OF ADDRESS: Only a shareholder or their custodian can change his or her address. Kavilco cannot accept address changes by relatives or friends of the shareholder. For the protection of the shareholder, we encourage shareholders to complete the Change of Address Form, which must include a valid signature. To change your address, Kavilco must have your name as it appears on Kavilco's shareholder records and your Social Security number. |
| CHANGE OF CUSTODIAN: 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 or 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 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 transferor of the stock will be named as the custodian until the minor reaches the age of 18. |
| CHANGE OF NAME: 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. |
| 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. You can cancel your Direct Deposit at any time using our Cancel Direct Deposit 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), Appointment of Custodian agreement (if applicable), and Native Status affidavit(s). If 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. |
ESTATE SETTLEMENT: In order to transfer the shares of a deceased shareholder to another, Kavilco must have the following:
|
| 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. |
| LOST STOCK CERTIFICATE: Complete the Affidavit of Loss of Kavilco Stock if you lose your stock certificate and require a certificate reissue. |
| MAJORITY STATUS: Complete the Declaration of Majority Status when a shareholder reaches the age of 18. When Kavilco receives the properly completed affidavit and documents, a new stock certificate will be prepared. |
| 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. You must complete the Affidavit of Native Status if you are going to receive a gift of shares. |
| TESTAMENTARY DISPOSITION: The Testamentary Disposition is a form shareholders can use to indicate who they want their shares to go to when they die. |
| VOLUNTARY WITHHOLDING: A shareholder can request that Kavilco withhold a percentage (that you specify) of your dividends to pay the IRS. Complete the Voluntary Withholding 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. |
| Please send an e-mail request or call toll free 1-800-786-9574 for more information regarding shareholder records. We welcome your comments and feedback. |