In processing the 1099 and 5498 2015 year-end tax forms, the licensed and bonded company that Preferred Trust employs to securely distribute these forms identified an isolated incident of inaccuracy in distributing the forms. Preferred Trust Company takes confidentiality and security seriously and employs multi-layer, in-depth processes to protect your information.

Please review your forms and notify us immediately if you see any inconsistencies.

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