All distribution forms must be received by 11:59 pm on December 31, 2022 to be processed for the tax year 2022. Any distribution requests received as of, or after, January 1, 2023 will be processed for tax year 2023.
Please note that if we receive your distribution request during the last few days of December, the cash distribution may not be completed by the end of the year. However, as long as we receive your completed distribution form on or before December 31, 2022, your request will be processed for the tax year 2022, even if the funds do not leave your account until early January 2023.
For more information on how to complete the Distribution and Notice of Withholding Form, please see below.