Beneficiary of Maturing Giftrust®

Certify Your Social Security Number (SSN) & Backup Withholding Status

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It will only take a few minutes to certify your Tax Identification number, generally your Social Security number. We use this number for tax reporting purposes after your Giftrust® has matured and the All Cap Growth Fund shares have been transferred to your direct individual ownership. This certification allows you to avoid IRS imposed withholding on any transactions you make on the shares after they've been transferred to your individual name.* Review the You've Been Given a Gift brochure, mailed before your maturity date.

You will need:

  • The account number provided on your maturity letter (or account confirmation)
  • Your Social Security number

Note: If today is your maturity date (shown on your letter), please wait until tomorrow to certify your SSN to avoid creating a duplicate account number.

Certify Your SSN

It will only take a few minutes to certify your Tax Identification number, generally your Social Security number.

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* If your certified Tax Identification number is not on file at the time of a distribution, exchange or redemption, we're required to deduct IRS and/or state-imposed backup withholding from the transaction (generally 28% of the amount distributed or redeemed).