Disney Investment Plan Enrollment Form: Secure Your Financial Future with Magic

The Disney Investment Plan Enrollment Form is your gateway to owning a piece of the magic. It allows eligible individuals to participate in a direct stock purchase and dividend reinvestment plan, offering a convenient and potentially rewarding way to invest in The Walt Disney Company (DIS) shares.

Who Can Enroll?

Generally, the Disney Investment Plan is available to U.S. residents who are at least 18 years old. Certain Disney employees, retirees, and other affiliated individuals may also be eligible. The specific eligibility requirements are detailed within the enrollment form and associated plan documents, so careful review is crucial before proceeding.

Key Sections of the Enrollment Form:

1. Personal Information: This section requires your basic details, including your full name, address, social security number (or taxpayer identification number), and contact information. Accuracy is paramount here to ensure proper account setup and accurate tax reporting.
2. Method of Payment: You’ll need to specify how you intend to make your initial investment. Common options include:
   • Check or Money Order: Requires submitting a physical payment along with the enrollment form.
   • Electronic Funds Transfer (EFT): Authorizes the plan administrator to debit funds directly from your bank account. This typically requires providing your bank’s routing number and your account number.

   Minimum and maximum initial investment amounts may apply, so verify these details in the plan documents.

3. Dividend Reinvestment Options: You have the option to reinvest your dividends. This allows you to automatically use your dividend payments to purchase additional Disney shares, potentially accelerating the growth of your investment over time. You can choose to reinvest all dividends, a portion of dividends, or receive dividends in cash. The enrollment form will require you to indicate your preference.
4. Tax Information: This section typically includes a W-9 form, which you must complete and sign to certify your taxpayer identification number and prevent backup withholding.
5. Terms and Conditions: This is a critical section where you acknowledge that you have read, understood, and agree to the terms and conditions of the Disney Investment Plan. It’s vital to review these terms carefully before signing.
6. Signature and Date: Your signature is required to validate your enrollment. Ensure you date the form accurately.

Completing and Submitting the Form:

The enrollment form is often available for download from the Disney Investor Relations website or the website of the plan administrator (typically Computershare). After completing the form, follow the instructions for submission, which usually involves mailing the form, along with any required payment, to the address provided on the form.

Important Considerations:

• Read the Prospectus: Before enrolling, thoroughly review the plan prospectus and other related documents. This provides detailed information about the plan’s operation, fees, risks, and other important details.
• Understand the Fees: The Disney Investment Plan may involve fees, such as purchase fees, sale fees, and service fees. Understand these fees and how they will impact your overall investment return.
• Seek Professional Advice: Consider consulting with a financial advisor to determine if the Disney Investment Plan is appropriate for your individual financial circumstances and investment goals.

Investing in any stock involves risk, including the potential loss of principal. The Disney Investment Plan offers a convenient way to invest in Disney stock, but it’s essential to make informed decisions based on your individual financial situation and a thorough understanding of the plan’s terms and conditions.