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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 1st – Deadline for submitting a court order that instructs the Fund on how to process a divorce split. See Our Policies section for details on Fund’s Divorce Policy.
July 1st - Annual distribution.
July 1st - July 20th - Stop payment fee applies for annual distribution checks. No fee thereafter.
Sept. 1st - Deadline for address updates for Omissions distribution.
Sept. 15th - Omissions distribution.
Sept. 30th - Annual distribution checks voided.
Sept. 15 - Sept. 30th - Stop payment fee applies for omission distribution checks. No fee thereafter.
Dec. 15th - Omissions distribution checks voided.

No checks are replaced in the month of December and January to prepare for tax reporting. Check reissues resume in February.

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.