Important Notice

Virtual Event: Ascend's 70th Annual Meeting and Election. Click here to learn how to join on Saturday, March 20th.

I have income from dividends and/or interest. What documents will I need to provide?

Generally, two years of personal tax returns are required to verify the amount of your dividend and/or interest income so that an average of the amounts you receive can be calculated. In addition, we will need to verify your ownership of the assets that generate the income using copies of statements from your financial institution, brokerage statements, stock certificates or Promissory Notes.

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