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Important Fund Dates

Jan. 5th - Deadline for all address updates before the U.S. and Canadian tax form mailing.
Jan 30th - Tax information mailed and loaded to the Fund website. Those with exempt status should file a new W-4 form with the Fund.
June 1st - End of Direct Deposit enrollment for the next distribution.
June 1st - Deadline for all address/tax/beneficiary/BOB updates.
June 20th - Annual distribution statements loaded to the Fund website.
July 1st - Annual distribution.
July 20th - Stop payment and re-issue of checks without a fee.
Sept. 1st - Deadline for address updates for Omissions distribution.
Sept. 15th - Omissions distribution.
Sept. 30th - Annual distribution checks voided.
Dec. 15th - Omissions distribution checks voided.

No checks are replaced in the month of December to prepare for tax reporting in January.

The Fund and its participants are in a unique partnership. The more we communicate, the better the Fund can serve you. With this in mind, we ask you to review the following for each annual distribution:

Review Master List and statement and report any omissions.
Review beneficiary designations.
Review address information.
Review tax information.

Your prompt review of this information and subsequent updating of the information allows us to serve you better.