Below is everything you need to know about Zero-Value Assets and Distributions. Requests for zero-value distributions can be easily submitted via the NDTCO Client Portal at any time.
For more information on zero-value assets, please check out our blog Zero-Value Assets – Frequently Asked Questions.
Unfortunately, not all investments always go as planned. In the specific case that you have to declare an investment as worthless, you will need specific documentation to complete a zero-value distribution.
When an investment is determined to be of zero value, you need to have it removed from your self-directed account. You can easily submit a request to do so via the NDTCO Client Portal:
Some investments, such as precious metals and real estate, are not eligible for zero-value distributions since they are incapable of losing their value.
Private Equity and Debt/Promissory Notes Investments are examples or investments that can be Zero-Value
Not Acceptable Documents
Please note that we cannot accept emails as proof of value.
Please note that we cannot accept emails as proof of value.
NDTCO will distribute the asset to you valued at $1. The value is low enough that it will not be reported to the IRS.
For more information on zero-value assets and distributions, please read our blog at Zero-Value Assets – Frequently Asked Questions.
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