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TELEPHONE: (601) 359-6371
Trustee Annual Report
Report Year 2025
Please select the Trust Institution you are filing under.
Institution
Trust Officer Submitting This Report.
First Name:
Middle Name:
Last Name:
Suffix:
Title:
Email:
*
Date of trust agreement with provider:
*
Statement of Changes in Trust Balance.
1.
Beginning
Balance on January 1st:
2.
Ending
Balance on December 31st:
3. Received from provider:
4. Trust earnings realized this year (interest, dividends, capital gains/losses, etc.):
5. Tax paid by fund in calendar year:
6. Management fees paid from trust:
*
Total Death Claims Paid to Provider in prior calendar year:
*
Investment Income/Interest Withdrawn from Trust in prior calendar year:
CERTIFICATION OF TRUSTEE
I certify that all information provided herein is true and correct to the best of my knowledge.
Signature Title:
Signature Name:
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