© 2022 SEI For Intermediary Use Only. Do Not Distribute.
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This document provides you with information regarding SEI Private Trust
Company's year-end tax reporting process. This document is formatted as
"Frequently Asked Questions" that we receive from our advisor community.
The key topics covered are:
› 2022 tax information that SEI Private Trust Company provides to your clients
› Tax-related administrative information that will be provided to your firm
› Support available to you through SEI Private Trust Company
Information provided by SEI Private Trust Company (SPTC), a federal savings association, for general guidance
only. SPTC is a wholly owned subsidiary of SEI Investments Company.
Neither SEI Investments Company nor its affiliates provide tax advice. Please note that (i) any discussion of
U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax
penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed
herein; and (iii) you should seek advice based on your particular circumstances from an independent tax
advisor.
SEI Private Trust Company (SPTC)
2022 Tax Year FAQ
