A: The owner of the reinsurance company gets a copy of the trust statement each month. If you need additional assistance, please click here to email our Client Services department, or call 866-414-3867.

A: It is funded by the 25th of the month.  If the 25th falls on a weekend or a holiday, your account will be funded by the following business day.

A:  If your reinsurance company has had a Director, Shareholder or Officer change, please click here to email our Client Services department, or call 866-414-3867. Changes of this type require new documents that will be provided by Client Services.

A: You will receive them by January 31st.

A: They are sent to the IRS by the end of February.

A: It is best to contact us and resolve any discrepancies before the end of February. We will simply send you a corrected Form 1099, because the form has not been sent to the IRS yet. If you contact us at a later date, we will file a corrected Form 1099. To contact us, please click here to email our Client Services department, or call 866-414-3867.

A: You will receive your tax return some time between May and August 31st.

A: No. It is common practice to request an extension until September 15th, and we file this extension for you.

A: Your tax return must be signed and in the mail to the IRS by September 15th. We provide a pre-stamped envelope along with your tax return for your convenience.

A: We only require that you return to us a copy of the signed first page of your tax return, as noted in the letter you received from us with your tax return.  If you have a scanned copy, upload it here:

A: Please click here to email our Client Services department with your question, or call 866-414-3867.