The Bridgeway Fair Fund has issued a "Statement to Eligible Investors", a document that 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 (PDF)

"Substitute IRS W-4P/W-9 form(s)". These forms are to be used should you wish to have your retirement check made payable to yourself. In the event of a deceased situation, the beneficiary form would apply and will need to be completed by each beneficiary of record.

____» Substitute IRS W-4P & W-9 Reissue IRA Distribution Form:
_____ View the W4p-W9 Reissue IRA (PDF)

____» Substitute IRS W-4P & W-9 Beneficiary Reissue IRA Distribution Form:
_____ View the W4p-W9 Beneficiary Reissue IRA (PDF)

____» Substitute IRS W-4P & W-9 Reissue Distribution Form (Non IRA):
_____ View the W4p-W9 Reissue (Non IRA) (PDF)

____» Substitute IRS W-4P & W-9 Beneficiary Reissue Distribution Form (Non IRA):
_____ View the W4p-W9 Beneficiary Reissue (Non IRA) (PDF)

As always, you should consult your financial advisor or tax professional to determine the potential tax consequences and appropriate tax treatment for your situation.