Enrollment FAQ

Dominion Energy Reliability Investment
P.O. Box 75713
Chicago, IL 60675-5713
PDF version of Enrollment FAQ

What is Dominion Energy Reliability Investment?

Dominion Energy Reliability Investment is a program through which you can make direct investments in new deb obligations of Dominion Energy. Under this program, Dominion Energy borrows directly from the investor in the form of demand notes. Investors receive a competitive floating rate of interest that is often favorable to those of bank accounts, short-term CDs and money market mutual funds.

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Who may invest in Dominion Energy Reliability Investment?

In order to invest, you must be a U.S. Citizen, a corporation or partnership incorporated or established in or under the laws of the United States, or a trust or an estate treated as a United States person under Section 7701 o the Internal Revenue Code. You may invest individually or jointly with another eligible person. We also offer custodial arrangements for minors. Please see the prospectus and application form for additional details.

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How do I enroll in Dominion Energy Investment?

You may enroll in the Dominion Energy Reliability Investment program by submitting a completed application, along with your initial investment as described below:

  • Enrollment by Mail: Access our prospectus and application form through our website at investors.dominionenergy.com/deri. Complete, print, and sign the application form and mail along with your initial investment check.
  • Online Enrollment: Complete and submit an online electronic form. You will be required to make your initial investment by automated clearing house (ACH) transfer once you receive your assigned investment note number in your mailed Welcome Kit. Eligible investment ownership types for online enrollment are Individual, Joint, Trust, and Custodial. For Corporate ownership type, please use the Enrollment by Mail process.
  • Corporate ownership type, please use the Enrollment by Mail process. By Phone: Call 866-876-0001 from 8:30 a.m. to 7:00 p.m. Eastern time Monday through Friday, except holidays, and request an enrollment kit.
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What information do I need to complete my enrollment online?

  • All relevant personal and demographic information for all owners/signers.
  • Email Address – Required to receive enrollment related notifications and complete DocuSign Electronic Signature process.
  • Cell Phone Number – Required to complete SMS/Text authentication for DocuSign Electronic Signature process.
  • Electronic Image of Personal Identification – (Driver’s License, State ID, or Passport) that can be uploaded as a form of identification verification.
    • (Acceptable Image formats - .JPG, .GIF, .BMP, .JPEG, or .PNG).
  • Home Mailing address – PO Boxes are not allowed.
  • All relevant Trust documentation.
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How do I electronically sign my online enrollment application?

  • If you are the Primary Owner, Custodian, or Trustee, you will sign the application after form submission via SMS Code authentication and by following the signing process in DocuSign.
  • If you are not the Primary Owner, Custodian, or Trustee, you will receive an email request from DocuSign to authenticate your identity via SMS Code and follow the electronic signing process.
  • If you did not receive or deleted this email notification, please call 866-876-0001 from 8:30 a.m. to 7:00 p.m. Eastern time Monday through Friday, except holidays, and the servicing center agents will assist you.
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What is the minimum amount I can invest, and how do I make my initial investment in Dominion Energy Reliability Investment?

Investors enrolling by mail, you must send a personal or corporate check in the amount of $1,000 or greater. Starter checks, credit card checks, bank checks, cashier checks, traveler’s checks, money orders, and third party checks will not be accepted for your initial investment. If you are an employee of Dominion Energy or one of its affiliates, you will have ten months to reach the minimum balance requirement of $1,000.

Investors using Online Enrollment must make their initial investment via ACH (Automated Clearing House) using the self-service online access option per the welcome kit instructions.

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What is the maximum amount that can be invested?

The maximum amount that can be invested for any one investor is $5,000,000.

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How are interest rates determined?

Dominion Energy uses an internal committee to determine the current interest rate on a weekly basis, and any rate changes will become effective the following Monday.

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When is interest compounded and posted to my Dominion Energy Reliability Investment balance?

Interest is compounded daily and posted to your investment monthly. Please reference the prospectus for more information.

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Is Dominion Energy Reliability Investment a bank account, and is it insured by the FDIC?

No, Dominion Energy Reliability Investment is not considered to be a deposit or other bank account, and is not subject to the protection of Federal Deposit Insurance Corporation (FDIC) regulation or insurance, or any other insurance. The investments are direct purchases of new debt obligations of Dominion Energy. See additional risks outlined in the prospectus. You should consider these risks and determine whether investing in Dominion Energy Reliability Investment is an acceptable investment after considering your financial resources and investment objectives.

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How does Dominion Energy Reliability Investment differ from a money market fund?

Dominion Energy Reliability Investment is not a money market fund. The investment is not subject to regulation under the Investment Act of 1940, as amended. Dominion Energy Reliability Investment is a direct investment of new debt obligations of Dominion Energy. See additional risks outlined in the prospectus.

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Are investments in Dominion Energy Reliability Investment taxable?

Yes. Interest earned on your Dominion Energy Reliability Investment will constitute income to you and is taxable in the year that it is paid. Interest income is subject to federal and applicable state and local taxes. Consult your tax advisor for additional information.

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Will I automatically receive a checkbook? Are there checking-writing fees?

We do not charge any fees for writing checks for $250 or more. There are also no administrative or maintenance fees, and your checkbooks are free. Fees do apply if you overdraft your investment. See the prospectus for more details on fees.

Check Redemption is automatically available to you if you used Enrollment by Mail option. If you used Online Enrollment option, the check redemption is not automatically available. You must complete and mail the DERI Online Application Signature Requirements Card to Dominion Energy Reliability Investment, P.O. Box 75713, Chicago, Illinois 60675-5713 before redemption checks will be provided.

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Is Dominion Energy Reliability Investment transferable?

No, Dominion Energy Reliability Investment is not transferable.

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Where can I get a prospectus, most-recent pricing supplement or Form 10-K?

Request materials by calling 866-876-0001. Our service agents are available from 8:30am to 7pm ET, Monday through Friday, except holidays.

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How do I resume an in-progress online enrollment application?

Throughout the online enrollment process, you can click the “Save” button to save your progress. You will be shown an unique access code that you will need to write down in order to resume the application at a later time using the emailed link that you will also receive.

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Contact us at: 866-876-0001
investors.dominionenergy.com/deri