Review these Equity Trust end-of-year processing deadlines as you plan upcoming transactions to ensure you don’t incur any unnecessary fees or tax events.
Please provide Equity Trust Company with an updated investment valuation for all non-publicly traded assets held in your account by November 15, 2018
. You may obtain a Fair Market Valuation (FMV) form by visiting us at www.trustetc.com/forms
To ensure your transactions are processed by December 31, please submit all required paperwork in good order no later than December 1, 2018
Required Minimum Distributions
If you’re age 70 ½ or older and are required to complete a Required Minimum Distribution (RMD) by December 31, 2018, please initiate your request with Equity Trust no later than December 1.
Requests received after December 1 will be subject to an Expedited Processing Service Fee if they need to be processed by year-end.
Processing by December 31, 2018 is not guaranteed for requests received after December 15, 2018.
If you are submitting a request that does not need to be processed by year-end, please indicate this with your request.
You can manage your account online with myEQUITY
. If you have any questions, contact a Client Service Representative at 888-382-4727.