Investors Heritage
Life Insurance Company
200 Capital Avenue - PO Box 717 
Frankfort - Kentucky - 40602-0717
Phone : 502-223-2361 Toll Free : 800-422-2011
Fax : 502-875-7084 E-Mail: IHLIC@ihlic.com
SHAREHOLDER INFORMATION
 

I. To Make Inquiries About Your Stock Account

  • 800 422-2011 extensions 1009 or 1007
  • E-mail:  jjackson@ihlic.com
  • Write to: Kentucky Investors, Inc.
      •     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, Kentucky Investors, Inc.  III. Dividend Reinvestment Plan Information
Kentucky Investors 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:
1. 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.
2. Complete name, address and Taxpayer Identification Number (Social Security #)of the person or persons to whom the shares will be transferred.
3. 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. 
4. W-9 Form
5. Certified copy of owner's death certificate.
6. 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.
7. 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:
 
1. 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.
2. 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
3. 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. 
4. 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:
 
1. 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.
2. Complete name, address, date and Taxpayer Identification Number of the trust.
3. 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.
4. 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. 
5. 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:
 
1. 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.
2. New name in which the stock should be registered.
3. 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. 
4. 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:
 
1. 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.
2. Complete name, address and Taxpayer Identification Number (Social Security #) 
of the person or persons to whom the shares will be transferred.
3. 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. 
4. 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: Kentucky Investors, Inc.
    •     Attn:  Shareholder Information
        P O Box 717
        Frankfort KY   40602-0717
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