Current News will be posted here for our clients use. Information is for the private use of trust clients. Clients may contact T Bank Trust Support with any questions.
Address for Deposits
Our address is 16200 Dallas Parkway, Suite 190, Dallas, TX 75248. Please use this address for all mail or overnight deliveries.
2021 Tax Information
The 1099 INT, DIV, and B forms were mailed on February 16, 2022.
The K-1 forms for the CTF investments were mailed on March 25, 2022. THIS INFORMATION IS REQUIRED TO BE REPORTED ON YOUR 1040 RETURN. Please do not fail to include this information to avoid future issues with the IRS.
At T Bank, each client has online access to their trust account(s) via a secure site. Instructions with login IDs and passwords are provided when each new account is established. Each authorized signer will receive instructions with their login in and password via the US mail. The site holds online copies of statements, positions, transactions, and performance information for each account.
If you would like to access your accounts and have questions or are having trouble accessing the site, please contact email@example.com or call us at 972-720-9045.
Employee Benefit Web Access
Access for plan trustees and employee benefit vendors. This access will provide details on qualified plan distributions. For questions, please contact firstname.lastname@example.org.
Fund Audit Reports
Audits of the T Bank sponsored Common and Collective Funds for December 31, 2021 are available for participating account owners. If you would like to request a copy of the reports, just click here to send us a request. The reports can be sent via secure email from Trust Support or by US Mail.