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Settlement Update: Effective February 19, 2008 all check processing has been completed and the Fund Administrator will be unable to issue further check payments. For general settlement related questions, please call the Fund Administrator toll free at 1-800-261-0282 and leave a message. We will return your call promptly. 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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