What are Trailing Contributions and How Do I Handle Them?

Any dividends or market fluctuations not included in your original withdrawal will be sent to your address as a separate check after the initial one.

What to do

Inform your User Transfer Specialist, who will provide you with an additional forwarding envelope. Once you receive the trailing contributions check, simply place it in the provided envelope and mail it as you would normally.

The frequently asked questions, or FAQs, are intended to be helpful and to get you thinking in a more sophisticated manner about your account transfer and related issues. However, these are not meant for accounting, tax, finance, or legal advice, not intended to be exhaustive, and do not create any relationship or duty on our part to assist your particular situation. We offer no warranties on the accuracy or completeness of the information as there could be developments of any kinds, including, but not limited to, any changes in relevant laws and regulations.