Reminder: Equity Trust Processing Deadlines

By Equity Trust Staff0 Comments

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.

Asset valuations
Please provide Equity Trust with an updated asset value by November 15, 2017 to ensure your account value is properly reflected.
  • Use Equity Trust’s Fair Market Value (FMV) form along with any supporting documentation to provide an updated asset value
  • Contact a Client Service Representative with any further questions

Requests you need processed by December 31 
Please submit all required paperwork in good order no later than December 1, 2017 to ensure a transaction is processed by year-end.

Note: If you’re age 70½ or older and have a Traditional IRA, you must take a Required Minimum Distribution (RMD) by December 31, 2017, 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, 2017 is not guaranteed for requests received after December 15, 2017.
  • If you are submitting a request that does not need to be processed by the end of December, please indicate that with your request.
  • Tax withholdings cannot be completed for distribution requests received after December 16, 2017.
If you have any questions, contact a Client Service Representative at 888-382-4727.