How do I get my username and password? What if I lost my username and password?
What if my username and/or password are invalid? Forgot your username and/or password? How do I change my username and/or password? GO PAPERLESS - Electronic Delivery of Shareholder Correspondence How do I enroll in electronic delivery? What information will I receive electronically? In what format will the materials be sent? May I change this option in the future? If so, how?
How do I make changes to my account? How do I link multiple shareholder access identification numbers together? How do I change the registration for my investment? What are the transfer requirements for ARCTRUST Properties, LLC funds? How do I transfer from an IRA to an IRA? What is a Medallion Signature
Guarantee? Financial Advisor Search Options What are my options for searching the database for shareholders? Which shareholders will be listed? Do I have to know the exact name of the shareholder I am searching for? What if I don't know the correct investor number? Why aren't all ARCTRUST Properties, LLC funds displayed on the drop-down list? How do I get a copy of the Account Executive reports from prior months? Shareholder & Investment Listing What if my shareholder address is incorrect? What are inactive investments and
why are they displayed? How do I view more detailed information about my investment (e.g. distribution history)? How do I print an investment confirmation? How do I view my distribution history?
What if I didn't receive one of my distributions? What payment options are available? How do I change my payment option? When is the next distribution? What activity is reported on a Form 1099 INT? What activity is reported on a Form 1099 DIV? What if I did not receive a 1099? How do I change my Web access username and password? Can I change other investment information, such as name and address? Who do I contact if I have additional questions? Registration
If you are logging in for the first time, you will need to use the Investor or Rep ID and PIN issued to you by the transfer agent. You will be prompted to create your own username and password that are unique from the original Investor or Rep ID and PIN you were provided with. If you are revisiting the site, you will need to log in using the username and password you created during the initial registration. How do I get my username and password? You should receive your Investor or Rep ID and PIN within 30 days after your investment is received. It will be mailed to you at your address on record. If you do not receive it, you may send an email requesting this information to arctrustsupport@phxa.com. What if I lost my username and password? You may send an email requesting this information to arctrustsupport@phxa.com. Please provide your name as stated on your account. Your information will be mailed to the address on record. What if my username and/or
password are invalid? You may send an email requesting this information to arctrustsupport@phxa.com. Please provide your name as stated on your account. Your information will be mailed to the address on record. Forgot your username and/or
password? Select the ‘Forgot your Username/Password?’ option located on the log in screen. The system will send your username and password to the e-mail address on file. This address will be displayed on the screen. How do I change my username
and/or password? Once you
have created a username and password, you may change it at any time on the Edit Profile page, GO
PAPERLESS - ELECTRONIC DELIVERY OF SHAREHOLDER
CORRESPONDENCE
How do I enroll in electronic delivery? You may elect to receive shareholder correspondence electronically by checking the box on the Edit Profile page. By checking this box, you consent to the delivery of all documents relating to your investment(s) in the ARCTRUST Properties, LLC funds to the email address provided or through the posting of such documents on each fund's website, which can be found on the Contact Us page. Be sure to enter an email address for all information to be delivered to if one is not already on record. This consent is effective until revoked. What information will I receive
electronically? When investors enroll in electronic delivery, certain shareholder communications (confirmation statements, annual reports, investor communications, maintenance forms, monthly newsletters, and tax documents) will be sent to your email address on record. You may also receive notifications of changes to your account or of new information relating to your investment(s) that is now available to view on the website. In what format will the materials be sent? Documents will be delivered or posted in HTML format or as a PDF document. You will need Adobe Acrobat Reader software to view the documents in PDF format. In order to review documents in PDF format, a system running Windows 2000/Windows 7/Vista/NT4.0 or later or Macintosh OS version 7.5.3 or later is required. Adobe Acrobat Reader can be downloaded free from Adobe's website at www.adobe.com. Downloading time may be considerable. It is recommended that you have Adobe version 7.0 or higher in order to ensure you can open all attachments. Free upgrades are also available from www.adobe.com. You may request paper copies of any document delivered electronically by contacting Lisa Gunnels, VP of Investor Relations at 973-249-0917 or by using the links provided on the Contact Us page. May I change this option in the future?
If so, how? You may revoke this consent at any time by removing the check mark on the Edit Profile page or by sending an email to arctrustsupport@phxa.com. You should understand that by revoking this consent, all documents and not just a portion of the deliverable documents, will no longer be sent electronically. You may request paper copies of any document delivered electronically by contacting Lisa Gunnels, VP of Investor Relations at 973-249-0917. MAKING CHANGES TO MY ACCOUNT
How do I make changes to my account? For your protection, certain changes to your account (e.g. distribution mailing address) must be made in writing and signed by all titleholders that are listed on your account. We have listed the most common types of changes and how to accomplish them below. How do I link multiple
shareholder access identification numbers together? For different reasons, you may have been issued 2 separate Investor or Rep IDs and PINs. These can be linked together so all your positions will be consolidated under a single username and password. Go to Associate Accounts and enter the original Investor/Rep ID and PIN of the login you would like linked to your account. Changes that can be made via the
Edit Profile option using Web access or via telephone · Home address if distribution checks are being mailed elsewhere · Email address · Web access username and password Changes required in writing by
all titleholders · Change of registered representative or Broker/Dealer firm (Account Update Form) · Change in title or registration (Application for Transfer Form) · Account number at Broker/Dealer firm Changes required in writing by all
titleholders OR registered representative · Home address change IF this is also the address for your distribution checks (Account Update Form) · Distribution address (Account Update Form) How do I change the registration
of my investment? Anytime a
security has a change in title or registration, a registered transfer agent
must process and adhere to the rules of the SEC and to the policies and rules
that may be outlined in the prospectus of a particular security. All changes
to a title must be in writing and signed by all current legal titleholders
with the Medallion Signature Guarantees. The
paperwork that accompanies the request is as important as the request in
order to accomplish what you need. All
Transfers Here are a few of the more common changes and what they require: For additional transfer requirements, see below. From an individual or joint
tenant registration to a trust · Letter of Instruction or Application for Transfer Form signed by all current titleholders · Pages of the trust showing the name of the trust, name of the trustee, date and trustee signatures From joint tenant registration to
individual registration (from a deceased titleholder to the remaining joint tenant) · Letter of Instruction or Application for Transfer Form signed by titleholders (no Medallion Signature Guarantee required) ·
Copy of the death certificate From a deceased investor to
an estate or a beneficiary · Letter of Instruction or Application for Transfer Form · Copy of the death certificate · Certified letters of testamentary because the estate did not go through probate. An Affidavit may be sent in lieu of the letters. We can mail you the Affidavit and the beneficiary can sign it. The Affidavit must be Medallion Signature Guaranteed. What are the transfer requirements
for ARCTRUST Properties, LLC funds? A transfer requires either the ARCTRUST Properties, LLC funds Application for Transfer Form or a Letter of Instruction (LOI) signed by all current legal titleholders and all new legal titleholders. All signatures must be Medallion Signature Guaranteed. For the new titleholder, we require: · Social Security number or Tax ID · Registration type · Broker/Dealer and representative's name and address · New distribution address · If there is a Power-of-Attorney (POA) involved, a copy of the POA should be enclosed. In
addition, the following requirements may also be applicable, if the transfer
is to one of the following registration types:
If the transfer is due to death, we require: ·
Copy of the death certificate ·
Certified letters of testamentary (often called Court
Appointment or Letters of Administration). This must be dated within 90 days of our receipt. ·
Affidavit (in lieu of Letters of
Testamentary if there was no probate). Affidavit must be signed by
beneficiary and be Medallion
Signature Guaranteed. In addition, other requirements
may also be applicable, if the transfer is from or to the following
registration types:
If you are simply changing the trustee or custodian on your IRA account, we require: · Letter of Instruction (or Application for Transfer Form*) signed by an authorized trust officer from the resigning custodian with the Medallion Signature Guarantee. · Letter of Instruction (or Application for Transfer Form*) signed by an authorized trust officer from the new custodian with the Medallion Signature Guarantee. *Custodians
may require their own documents in place of our custodian transfer form. What is a Medallion Signature Guarantee? Signature
guarantees are used across the investment industry to protect shareholder
accounts from unauthorized transactions. The Securities Transfer Agents
Medallion Program (STAMP) is a signature guarantee program endorsed by the
Securities Transfer Association (STA) and recognized by securities industry
participants in the Where can I obtain a Medallion
Signature Guarantee? Medallion Signature Guarantees may be available from the following institutions where you have an account: · Broker/Dealer firms · Domestic banks · Credit Unions · Trust companies · Clearing agencies Financial Advisor Search Options
What are my options for searching
the database for shareholders? Financial advisors may search on either of the following: shareholder name, shareholder number, fund and/or investment deposit date. The more variables you enter, the narrower your search will be. Leave all fields blank to generate a complete listing of your clients. Which shareholders will be listed? Financial advisors may search the database for shareholders who have a financial advisor listed as their current representative of record. The system will provide a list of all shareholders who have had an active investment during the previous 24 months. Inactive investments prior to the 24 month period will not be displayed. Please contact Lisa Gunnels, VP of Investor Relations at 973-249-0917 for inactive investments not displayed. Do I have to know the exact name of the shareholder I am searching for? No. Searches may be done using a partial name or even a single letter. The system searches the database by using the last name for individuals and the first letters of the entity name for non-individual shareholders. What if I don't know the correct
investor number? You must know the exact investor number to search using this function. If you don't know the number, use the alpha search by selecting the investor name function. Why aren’t all ARCTRUST Properties, LLC funds displayed on the drop-down list? Only funds with active shareholders who have a financial advisor listed as their current representative of record will display on the drop-down list. How do I
get a copy of the Account Executive reports from prior months? Contact Lisa Gunnels, VP of Investor Relations at 973-249-0917 for additional Account Executive reports. You may also email our transfer agent, Phoenix Transfer, Inc. at arctrustsupport@phxa.com. Shareholder & Investment Listing
What if my shareholder address is
incorrect? Go to Change Address and your address information. The transfer agent may contact you to confirm this request. Please allow up to 72 hours to process this change. What are inactive investments and why are they displayed? Inactive investments are any investments that are currently inactive but have been active during the previous 24 months. These investments are listed to allow shareholders to access tax information, which may not be issued until after the investment is inactive. How do I view more detailed
information about my investment (e.g. distribution history)? The
Account Summary page provides a brief overview of your investments. Each
investment has an investment number. Click on this link to view additional
and more detailed information about the investment. Investment
Detail
An alternate payee is a distribution address other than a shareholder's address of record. An alternate payee might be a bank or brokerage firm. In order to add, change or delete an alternate payee, please complete the Account Update Form and return it to the transfer agent. How do I print an investment
confirmation? The investment page provides you with a detailed snapshot of your investment including the status of your investment, distribution totals, registration of the investment, and where your distributions are being sent. Click on 'Print This Page' located in the upper right corner to easily print an investment summary for your records. Distribution Detail
How do I view
my distribution history? On the investment detail page, click on the Distributions tab. This will provide you with a detailed look at each distribution paid for any year. What if I didn't receive one of
my quarterly distributions? Dividends are distributed 30 days after the quarter closes. Your distribution is paid to the payee of record on your account. If the distribution was not received by the payee, please contact Lisa Gunnels, VP of Investor Relations at 973-249-0917. What payment options are available? Payment options are contingent upon the registration of your investment and the broker/dealer affiliated with your investment. Generally, taxable investors may elect to have their quarterly cash distribution sent to their home address, an account with a broker/dealer firm, a checking or savings account via ACH transfer. Qualified investments must have their quarterly cash distributions sent to the legal custodian of record. Please contact Lisa Gunnels, VP of Investor Relations at 973-249-0917 or your financial advisor with any questions regarding payment options. How do I change my payment option? Taxable investors may make changes to the payment option on an account in writing (signed by all title holders) by submitting a completed Account Update Form to our transfer agent. When is the next distribution? ARCTRUST Properties, LLC funds typically pays distributions on a quarterly basis. Dividends are distributed 30 days after the quarter closes. The legal titleholder on the "record date" is the one who receives the distribution. Refer to the fund’s website for the distribution history. Tax
Information
What activity is reported on a Form 1099 INT? If you received an escrow interest payment in excess of $10 during the current year and your investment is held by a taxable investment type such as an individual or corporation, then you will receive a Form 1099 INT. Tax exempt investment and interest payments less than $10 do not receive a Form 1099 INT. Refer to the instructions included on a Form 1099 INT for more information. What activity is reported on Form
1099 DIV? If you received distributions in excess of $10 during the current year and your investment is held by a taxable investment type such as an individual or corporation, then you will receive a Form 1099 DIV. Tax exempt investment and interest payments less than $10 do not receive a Form 1099 INT. The amounts listed on a Form 1099 DIV represents the current year taxable income and nontaxable distributions, if any. Refer to the instructions included on a Form 1099 DIV for more information. When will I receive my Form 1099? Form 1099s will be mailed by the end of February / early March of each year. What if I did not receive a Form 1099? If your investment is held by a tax-exempt entity such as an IRA, a pension or profit-sharing plan, or certain trusts, you will not receive a Form 1099. If your current year’s distribution or interest payment was less than $10, you will not receive a Form 1099. If you need a duplicate Form 1099, you may access it from the Website. Go to Tax Info under Inv. Info. Yes, the Internal Revenue Service requires that Form 1099s be mailed to each shareholder even though you may have elected to receive correspondence via email. If you didn't receive your Form 1099, please confirm the accuracy of your address. If necessary, correct your address using the Change Address form under Inv. Info. Edit
Profile
How do I change my Web access
username and password? Using the Edit Profile page, you may change certain information including your username, password, email address and your option to receive electronic communications. An email confirming these changes will be sent to your email address on record. The website reflects these changes immediately unless a confirmation is not sent to your email address. Can I change other investment
information, such as name and address? Go to Change Address and update your address information. Certain changes may require written confirmation of such requests, including a signature. Please refer to ‘How do I make changes to my account?’ for more information regarding name and address changes. An email confirming the name and address change request will be sent to you. Changes that do not require written confirmation may take up to 72 hours for processing. Contact
Us
Who do I contact if I have additional questions? For questions
regarding ARCTRUST Properties, LLC, investing in ARCTRUST Properties, LLC, or
the performance of your ARCTRUST Properties, LLC investment please contact
Lisa Gunnels, VP of Investor Relations at 973-249-0917. For questions regarding the ARCTRUST
Properties, LLC Web Portal, please contact our transfer agent, Phoenix
American, Inc. at arctrustsupport@phxa.com |
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