Effective June 30, 2010, the Deutsche Asset Management – New York Attorney General settlement has been completed and is now closed.
Checks presented for payment are no longer being honored. Any attempt to negotiate a check could result in a fee being charged to you by your bank. The Deutsche Asset Management – NYAG Settlement, the Distribution Consultant, Deutsche Asset Management, and the Fund Administrator are not responsible for any banking fees you may incur from your bank.
If you have a question regarding your investments with Deutsche Asset Management, please see the "Contact Information" section of the website. These numbers are for investment questions only. They will not be able to answer questions regarding the settlement.
The Deutsche Asset Management Distribution has issued a "Statement to Eligible Investors", which 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
"Substitute IRS W-4P/W-9 form(s)" are to be used if you wish to have your retirement check made payable to yourself. In the event of a deceased situation, the beneficiary form applies and will need to be completed by each beneficiary of record.
» Substitute IRS W-4P & W-9 Reissue IRA Distribution Form
» Substitute IRS W-4P & W-9 Beneficiary Reissue IRA Distribution Form
» Substitute IRS W-4P & W-9 Reissue Distribution Form
» Substitute IRS W-4P & W-9 Beneficiary Reissue Distribution Form
As always, you should consult your financial advisor or tax professional to determine the potential tax consequences and appropriate tax treatment for your situation. Your tax advisor can also instruct you in selecting the correct form for your situation.
Note: Failure to use the correct form will result in a delay of processing.