In the event that current values are not turned in to Choice by the deadline, we will include the most recent values on the annual statement and any tax reports we send out at the end of January. We will update the values once they are received.

If you do have tax reportable events and can’t get the 12/31 value to us on time, this might impact the courtesy RMD calculation that we send out. Please refer to your tax advisor with questions about values if you had any tax reportable events from your account this year.

If you miss the deadline and request that new forms are regenerated after these have already been sent out, you will incur a Special Handling fee for Late Asset Valuation.