Partner FAQ

My mailing address has changed, how do I update my account?

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My mailing address has changed, how do I update my account?
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I would like to send my monthly check to my bank, savings account, or to a 3rd party, how can I do this?
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I need a copy of my 2017 K1, how do I get it?
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When can I expect to receive a distribution check?
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My check is lost, stolen or outdated - what do I do?
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Why does my monthly payment vary?
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What kind of statement will I receive at the end of the year?
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I am now represented by a new financial planner. How can I add their name onto my account so that they can receive monthly statements about my investment?
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Last Update: 01/08/2018