Other than this website, the Trustee uses letters as the exclusive way to communicate with investors. They are sent out via email to each investor for whom we have an email address. If you do not currently receive these letters via email, but would like to do so, click here and follow the instructions to submit your email address. There is no regular schedule for sending letters. The Trustee does so when he has information that he believes to be important to tell investors. Generally, that occurs every couple of months. The letters are also posted below as they are sent out via email.
| wdt_ID | Date | Content of Letter | View or Download |
|---|---|---|---|
| 1 | 03/20/2019 | Introduction, policies & premiums, collection of death benefits, financial status and distribution | |
| 2 | 05/30/2019 | Size of the Trust, investor disputes, W-9s | |
| 3 | 11/01/2019 | Upcoming distribution | |
| 4 | 12/19/2019 | Tax forms to expect in 2020 and IRA custodian complaints | |
| 5 | 01/28/2020 | 1099s | |
| 6 | 03/02/2020 | Grantor Letters and K-1s | |
| 7 | 04/03/2020 | COVID-19 update | |
| 8 | 05/27/2020 | 10-K for year ending 2019, NorthStar Client Services to replace Magna Servicing effective November 1, 2020, revisions to website, and unit buy-back and retirement. | |
| 9 | 08/27/2019 | Disputes & inquiries, maturities, what you own, IRA custodians, US Trustee fees, costs & expenses of Trust | |
| 10 | 06/24/2020 | Trustee’s new website ready soon and August distribution planned | |
| Date | Content of Letter | View or Download |