Advisor Flipbooks

© 2022 SEI 8 April 2023 — Key Dates and Deadlines SEI Private Trust Company deadlines for Traditional, SEP 'employee', and Roth IRA contributions to be designated as 2022 tax year contributions To meet the deadline for IRA contributions made via distributions from SPTC accounts the cash needs to be made available by Tuesday, April 18. To allow for this, forms need to be received by following dates: › Tuesday, April 4 2:30 p.m. EST for SEI Managed Account Solutions* › Tuesday, April 11 2:30 p.m. EST for Securities and Closed-End Mutual Funds* › Monday, April 17 12:30 p.m. EST for Non-SEI mutual Funds › Monday, April 17 2:30 p.m. EST for SEI Funds* › Tuesday, April 18 2:30 p.m. EST if the balance is all in money market* *Cutoff is 3:45 p.m. EST for self-service transactions Deadlines for IRA contributions made via check, ACH, or wire: › Tuesday, April 18 ACH (AIPs) initiated by 2:30 p.m. EST › Tuesday, April 18 Postmarked envelope including the check (please see the note below) › Tuesday, April 18 Wire must be received by 2 p.m. EST NOTE: For Traditional, SEP 'employee', and Roth IRA contributions via check to be designated as contributions for the 2022 tax year they must: 1. Bear a valid U.S. postmark † with a mailing date no later than April 18, 2023.* 2. Be received by SEI Private Trust Company on or before April 30, 2023. 3. Indicate that the check is a contribution for the 2022 tax year on the memo line of the check or have the check sent with an Additional Investment Form indicating the tax year.§ †Contributions received bearing a postmark from a commercial postage meter machine (i.e., Pitney Bowes) will not be accepted as a 2022 tax year contribution if received by SEI Private Trust Company after April 18, 2023. *In addition to the U.S. Postal Service, the Internal Revenue Service has also approved the following couriers: Federal Express, UPS, and DHL. Any properly designated 2022 tax year contributions will be accepted if shipped through one of these approved couriers on or before April 18, 2023. The postmark date will be based on the envelope that is addressed to SEI Private Trust Company. If an IRA participant postmarks an envelope by April 18, 2023, and mails it to their advisor or broker dealer who subsequently mails the check and postmarked envelope to SPTC the contribution will be considered a 2022 tax year contribution. However please include the original envelope postmark when mailing this check to SPTC. §If the tax year is not indicated on the check or an Additional Investment Form sent prior to the check's arrival, SPTC will code the check as a current year contribution. If the coding should be updated to a prior year contribution, please submit an Additional Investment Form indicating the updated tax coding and then call the Middle Office service team at 1-800-734-1003 to notify them of the form.

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