Adding CUSIP-Level Standing Instructions for Dividend Reinvestments



You can enter CUSIP-level standing instructions for DRIP Opt-Outs.

  1. On the menu bar, hover your mouse over Instructions > Standing Instructions and click Search.



    This brings you to the Standing Instructions Search page.

  2.  Enter the CUSIP (if known) and select “Dividend Reinvestment” from the EDS Service Type drop-down list.



    Then, select the Opt-Out indicator from the Opt-Out drop-down list that appears and click Search.


Your search results appear.

  1. Click Add next to the CUSIP for which you want to add instructions.



    Select the instruction quantity and click Save.



    Note:

A dialog box appears, confirming that you want these instructions applied to all applicable events for this security in the future.



  1. Click OK to confirm the standing instructions.

    Click Cancel if you do not want to apply these instructions to all applicable events for this security in the future.

    Your new instructions appear in the Search results as editable.



  1. Click View in the Audit column to see an audit trail for these standing instructions.

    The Standing Instructions Audit page appears.