Following is an overview of shareholder forms available to download. Please contact the NOK office with any questions or if you need assistance.
Also, a reminder that notary service is available free of charge at NOK’s Kodiak and Anchorage offices. Please call ahead to make sure notary services are available at the time you plan to stop by.
Elders, please just let us know if you need us to come to you.
This form ensures your NOK, NOK Shareholder Permanent Fund Trust and NOK Benefits Trust mailings (including distribution and dividend checks) reach you when you experience a change of address. Address change requests are accepted up to two weeks prior to any regular dividend or distribution.
If you’d like to have your NOK dividends, NOK Shareholder Permanent Fund Trust distributions and NOK Benefits Trust distributions deposited directly to your bank account, please fill out and return an authorization for direct deposit with the required documentation no later than the first business day of the distribution month in order for it to be effective for that distribution. Effective September 1, 2019, shareholders electing direct deposit will only receive paper statements if they are requested.
If your name has changed or the name of the shareholder for which you serve as custodian has changed (for example through marriage, divorce or adoption), NOK requires a completed change of name form with a copy of the document authorizing the legal name change (for example, copy of a marriage, divorce or adoption decree). Please submit your Name Change Form with the required documentation no later than the first business day of the distribution month in order for it to be effective for that distribution.
NOK strongly encourages all shareholders to complete and return a NOK Stock Will to provide for disposition of NOK Stock, NOK Shareholder Permanent Fund Trust Units, and NOK Benefits Trust Units as you intend them to be disposed (a reminder that the NOK Shareholder Permanent Fund Trust Amended Agreement and the NOK Benefits Trust Agreement both now require Trust Units to be transferred only at the same time and in the same manner as corresponding shares of NOK Common Stock. In other words, transfer of NOK shares and Trust Units are now identical and require a single NOK Stock Will). NOK has a strict policy in place to keep your Stock Will confidential. After a Stock Will is checked for completion, it is sealed and retained in NOK’s confidential records. NOK will not disclose the contents of your Stock Will to anyone - even family members - without your expressed permission.
As a result of a specific provision of the Alaska Native Claims Settlement Act (ANCSA), Alaska Native Corporation stock is not required to go through court system probate allowing NOK to work directly with surviving family members to determine NOK Stock and Trust Unit transfer. This is made much simpler when the shareholder/beneficiary has a Stock Will on file with NOK. You can will your shares and corresponding Trust Units to any person(s) of your choice. However, only shareholders who are descendants of a Native are entitled to vote their shares/units.
To make a gift of your NOK Stock and corresponding Trust Units you will need to complete a NOK Inter Vivos Gift of Stock Form and submit required documentation (a reminder that the NOK Shareholder Permanent Fund Trust Amended Agreement and the NOK Benefits Trust Agreement both now require Trust Units to be transferred only at the same time and in the same manner as corresponding shares of NOK Common Stock. In other words, gifting of NOK shares and Trust Units are now identical and require a single NOK Stock Gifting form). A Shareholder may gift their Stock as long as the following requirements are met: 1) the person gifting Stock must be 18 years of age or older; 2) Stock to be gifted cannot be under custodianship, guardianship or court order for divorce or child support; and 3) The person you are gifting your Stock to must be a Native or Descendant of a Native and be your lineal Descendant (child, grandchild, great-grandchild, niece, nephew, sister or brother. Brother and sister include half-brothers and sisters but does not include stepbrothers and sisters). In the case of an adoption, the adopted Descendant can receive a gift of Stock if their adoption occurred before they reached the age of 18 and they are recognized at law or in equity.