Advisor Flipbooks

© 2022 SEI 3 Thursday, December 29 › Deadline for distributions requests from Non-Managed accounts holding from SEI mutual funds to be included as 2022 tax year activity. Distribution requests sent on forms must be received at SEI Private Trust Company by 2:30 p.m. EST or by 3:45 p.m. EST if done as a self-service action. › Final deadline to reverse IRA Federal and State withholding for tax year 2022. Requests to reverse withholding require a Letter of Indemnification to be sent to SEI Private Trust Company. Please see the Operations Guide for the SPTC required language and format. Friday, December 30 › Office open until 5 p.m. EST › Stock market open normal hours. Bond markets will have an early closure. › Deadline for distributions requests from Non-Managed accounts holding from Money Market/Cash to be included as 2022 tax year activity. Distribution requests sent on forms must be received at SEI Private Trust Company by 1:00 p.m. EST or by 1:45 p.m. EST if done as a self-service action. › Deadline for cash receipts to be included as 2022 tax year activity › Last day to satisfy a 2022 RMD (Unless it is a Traditional/SEP/SIMPLE IRA and the client turned 72 in 2022) › Checks must be received at SEI Private Trust Company by 12 p.m. EST. › Wires must be received by 1 p.m. EST. › Deadline for non-managed account Trade Requests to be received at SEI Private Trust Company and be included as 2022 tax year activity › Security trade requests via form must be received by 12:30 p.m. EST. › Non-SEI mutual fund trade requests via form must be received by 12:30 p.m. EST. › SEI mutual fund trade requests via form must be received by 2:30 p.m. EST. › Trades submitted on www.SEIAdvisorCenter.com must be completed by 3:45 p.m. EST › Tax-Loss Harvesting submitted on www.SEIAdvisorCenter.com for non-managed accounts must be completed by 3:45 p.m. EST › Deadline for Incoming Gifts to be included as 2022 tax year activity › Gifted assets must be received at SEI Private Trust Company by 12 p.m. EST Please Note: SEI Private Trust Company does not have control over counterparty's timelines for sending gifts to SEI Private Trust Company. As a best practice you should initiate incoming in-kind transactions as soon as possible at the sending institution.

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