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SHAREHOLDER INFORMATION
the name of
kentucky investors, inc. was changed to investors heritage capital
corporation – effective june 1, 2009.
current kentucky investors, inc. stock certificates are not required to be
re-issued.
I. To Make Inquiries About Your Stock Account
- 800 422-2011 extensions 1009 or 1007
- E-mail: jjackson@ihlic.com
- Write to: Investors Heritage Capital Corporation.
Attn: Shareholder Information
P O Box 717
Frankfort KY 40602-0717
II. To Transfer
the Ownership of Your Stock
Investors Heritage Life Insurance Company is
transfer agent for its parent company, Investors Heritage Capital Corporation.
III. Dividend Reinvestment Plan
Information
Investors Heritage Capital Corporation does not
currently have a Dividend Reinvestment Plan.
IV. For Access to Company Regulatory Filings
(Annual Report, 10-K, 10-Q, Proxy, etc.) please
visit the SEC website: http://www.sec.gov
TRANSFER
DUE TO DEATH OF OWNER
To re-register shares, we must receive a letter
of instruction from you. You must also send:
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1.
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The
original stock certificate(s).
If you can not locate the certificate(s),
please let us know immediately so that we can begin replacement
procedures. There may be a fee to replace lost certificates.
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2.
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Complete
name, address and Taxpayer Identification Number (Social Security #)of the
person or persons to whom the shares will be transferred.
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3.
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Stock power
(or the back of the stock certificate) properly
completed and guaranteed with a medallion imprint provided by a
commercial bank, trust company, securities broker/dealer, credit union, or
a savings association participating in a medallion program approved by the
Securities Transfer Association, Inc.
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4.
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W-9 Form
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5.
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Certified
copy of owner's death certificate.
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6.
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Copy
of the Qualifications of the Administrator or Executor of the Estate
Certified to be in effect within 60 days of the
date stock is presented for transfer.
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7.
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Copy
of the State Inheritance Tax Waiver
(if required by the state in which the person
deceased - Call Investors Heritage)
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RE-REGISTERING INTO A CUSTODIAN ACCOUNT
In order to re-register shares, we must receive a
letter of instruction from you. You must also send:
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1.
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Original
stock certificate(s).
If you can not locate the certificate(s),
please let us know immediately so that we can begin replacement
procedures. There may be a fee to replace lost certificates.
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2.
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Complete
name and address of the custodian, if a minor is involved the name &
Social Security Number of the minor, and the state under which the Uniform
Gift/Transfers to Minors Act was created
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3.
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Stock power
(or the back of the stock certificate) properly
completed and guaranteed with a medallion imprint provided by a
commercial bank, trust company, securities broker/dealer, credit union, or
a savings association participating in a medallion program approved by the
Securities Transfer Association, Inc.
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4.
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Substitute Form W-9
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RE-REGISTERING INTO A TRUST ACCOUNT
In order to re-register shares, we must receive a
letter of instruction from you. You must also send:
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1.
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Original
stock certificate(s).
If you can not locate the certificate(s),
please let us know immediately so that we can begin replacement
procedures. There may be a fee to replace lost certificates.
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2.
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Complete
name, address, date and Taxpayer Identification Number of the trust.
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3.
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For
living trusts, the name of the trustee(s), date of the trust, and the
complete name of the trust, the beneficiary or maker and date of the trust.
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4.
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Stock power
(or the back of the stock certificate) properly
completed and guaranteed with a medallion imprint provided by a
commercial bank, trust company, securities broker/dealer, credit union, or
a savings association participating in a medallion program approved by the
Securities Transfer Association, Inc.
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5.
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Substitute Form W-9
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DUE
TO NAME CHANGE (i.e. marriage or divorce)
In order to re-register shares, we must
receive a letter of instruction from you. You must also send:
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1.
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Original
stock certificate(s).
If you can not locate the certificate(s),
please let us know immediately so that we can begin replacement
procedures. There may be a fee to replace lost certificates.
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2.
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New
name in which the stock should be
registered.
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3.
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Stock power
(or the back of the stock certificate) properly
completed (signed by owner, exactly as name appears on front of certificate
with a notation that name has been changed by marriage or divorce and new name)
and guaranteed with a medallion imprint provided by a commercial
bank, trust company, securities broker/dealer, credit union, or a savings
association participating in a medallion program approved by the Securities
Transfer Association, Inc.
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4.
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Substitute Form W-9
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"SIMPLE" STOCK TRANSFER
In order to re-register shares,
we must receive a letter of instruction from you. You must also send:
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1.
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Original
stock certificate(s).
If you can not locate the certificate(s),
please let us know immediately so that we can begin replacement
procedures. There may be a fee to replace lost certificates.
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|
2.
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Complete
name, address and Taxpayer Identification Number (Social Security #)
of the person or persons to whom the shares
will be transferred.
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3.
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Stock power
(or the back of the stock certificate) properly
completed and guaranteed with a medallion imprint provided by a
commercial bank, trust company, securities broker/dealer, credit union, or
a savings association participating in a medallion program approved by the
Securities Transfer Association, Inc.
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4.
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Substitute Form W-9
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NONE OF THE SCENARIOS ABOVE APPLY TO ME.
If none of the scenarios above describe your
situation, please contact us.
· 800 422-2011 extensions 1009 or 1007
· E-mail: jjackson@ihlic.com
· Write to: Investors Heritage Capital Corporation
. Attn:
Shareholder Information
P O Box 717
Frankfort KY 40602-0717
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