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Settlement Update: Effective December 29, 2009 the Banc One Fair Fund distribution is terminated. Below is a link to the SEC Order directing termination. http://sec.gov/litigation/admin/2009/34-61252.pdf The distribution website will be available through July of 2010 to assist you with any further questions. Tax InformationThe Banc One Fair Fund has issued a "Statement to Eligible Investors," a document that provides tax information related to this settlement. A copy of the Statement to Eligible Investors can be found at the following link:» View the Statement to Eligible Investors: PDF"Substitute IRS W-4P/W-9 form(s)". If the eligible One Group funds you held were in a retirement account and you wish to have your settlement check re-issued payable to yourself, you will need to use these forms. In the event of a deceased situation, the beneficiary form would apply and will need to be completed by each beneficiary of record. » Reissue IRA Distribution Form: PDF As always, you should consult your financial advisor or tax professional to determine the potential tax consequences and appropriate tax treatment for your situation.
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