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You may request a duplicate statement for your Investment Plan account by phone. Shareholders may dial (818) 553-7200* to access Shareholder Services' automated telephone system. When prompted by the system,
  • Press 1 to access the main menu.

  • Press 5 to request specific forms for shareholders.

  • When prompted, enter the tax id number (social security number) registered to the account followed by the pound sign (#).

  • When prompted, enter the pound sign (#) to confirm the number entered, or press 1 to re-enter.

  • Press 3 to request a duplicate statement.

This service is available everyday, during the hours of 7:30 AM - 7:30 PM PST.

If you would like to speak to a Shareholder Services Representative, press the star key (*) during any portion of the recorded messages. Please note that representatives are available Monday - Friday, 7:30 AM - 5:00 PM PST, excluding observed holidays.

Additionally, please note that our phone lines are very busy at the beginning of the week and during the morning hours of 7:30 - 11:00 a.m. We suggest that callers phone during our least busy hours which are in the late afternoon, and later in the week.

* Note: You must be 18 or older, or have the permission of your parent or guardian to dial this number.

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