Fillable MINOR'S PER CAPITA TRUST Investment Election Form The (The Tulalip Tribes)

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MINOR'S PER CAPITA TRUST Investment Election Form The (The Tulalip Tribes)

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MINOR'S PER CAPITA TRUST
Investment Election Form
Minor’s Full Name: Roll#:
Date of Birth:
The Tulalip Board of Directors of the Tulalip Tribes resolved to modify the investment choices in the Minor's
Trust.
Because of the decline in the stock market, the stock portion of the Age-Based Portfolios was sold on March 24,
2020, and has been held in the UBS Bank USA MMF Yield Account. As the market has seemingly stabilized, the
Board of Directors will reinstate the Former Age-Based Portfolios to their original asset allocation of stocks and
bonds, as illustrated. Below are the options for your child/ward's account balance.
If your child/ward's account was previously invested in one of the Age-Based Portfolios, you can either elect to
reinvest the money into the Former Age-Based Portfolio or the Conservative Portfolio as illustrated below. If no
election is made before June 30, 2020, and your child/ward's money was previously invested in one of the Age-
Based Portfolios, the money will automatically be reinvested into the appropriate Age-Based Portfolio as soon after
June 30, 2020, as administratively feasible.
If your child/ward's account is currently invested in the Conservative Portfolio, you can elect to move the money
into the Former Age-Based Portfolio, as illustrated below. If no election is made before June 30, 2020, and your
child/ward's money is currently invested in the Conservative Portfolio, the money will remain invested in the
Conservative Portfolio.
The investment options are:
Age-Based 0-9 years old- portfolio target is approximately 65% stocks, well-diversified in US and non-US
companies of various sizes. The remaining 35% is invested in bonds, well-diversified, primarily investment
grade. The goal of this Portfolio is to achieve growth and income over a long term horizon. This Portfolio's risk
profile may be considered moderately aggressive.
Age-Based 10-14 years old - portfolio target is approximately 50% stocks, well-diversified in the US and non-US
companies of various sizes. The remaining 50% is invested in bonds, well-diversified, primarily investment
grade. The goal of this Portfolio is to achieve growth and income over a long term horizon. This Portfolio's risk
profile may be considered moderate.
Age-Based 15+ years old- portfolio target is approximately 10% stocks, well-diversified in US and non-US
companies of various sizes. The remaining 90% is invested in bonds, well-diversified, primarily investment
grade. The goal of this Portfolio is to primarily achieve income with minimal growth over a shorter-term horizon.
This Portfolio's risk profile may be considered conservative.
Conservative Portfolio - Portfolio is invested primarily in bonds, well-diversified, primarily investment grade.
The goal of this Portfolio is to preserve capital over a full market cycle.
Manager Matrix Ticker Portfolio Name Asset Cla ss
Balanced 1
Age 15+
Balanced 2
Age 10 - 14
Balanced 3
Age 0 - 9
Conservative
Portfolio
DANA Short Term Fixed Income
TTEXU Enhanced Cash Cash/Money Mkt
25% 5% 5% 50%
Vanguard Short Term Federal
TTBXU Bond Intermediate AA or Better Short Term Bond
0% 0% 0% 50%
Sage Core Fixed Income
TTCXU Bond Core
Bonds 20% 20% 15% 0%
Sage Intermed Term Fixed Income
TTAXU Bond Intermediate A or Better
Bonds 45% 25% 15% 0%
ETF Account
TTDXU Stock Investment Account Equities
10% 50% 65% 0%
100% 100% 100% 100%
Former Age-Based Portfolios
If you wish to make a change to your child/ward's investment account, please make your selection below and return
your form prior to June 30, 2020. Also, the NEW funds contributed on behalf of the Minors will be invested into
the Age-Based Portfolio.
If you wish your child/ward's account transferred, check one of the boxes below.
□ Please transfer my child/ward's investment account into the appropriate Age-Based
Portfolio as soon as administratively feasible.
□ Please transfer my child/ward's investment account into the Conservative Portfolio as
soon as administratively feasible.
If no election is made before June 30, 2020, and your child/ward's money was previously invested in one of the
Age-Based Portfolios, the money will automatically be reinvested into the appropriate Age-Based Portfolio as soon
after June 30, 2020, as administratively feasible.
If no election is made prior to June 30, 2020, and your child/ward's money is currently invested in the Conservative Portfolio,
the money will remain invested in the Conservative Portfolio.
The next change period is February 2021. Please return a completed form by June 30, 2020, to
the Enrollment Office to guide Enrollment and the record keeper on the investment choice of
your child/ward's per capita funds.
Enrollment Office
6406 Marine Drive
Tulalip, WA 98271
Fax 360-716-0209
Email: RTopaum@tulaliptribes-nsn.gov
**************************OFFICAL USE ONLY*********************************
Received By:
Entered:
Date:
Date:
Faxed 425-745-5017 or uploaded to NWPS: Date:
LEGAL Custodial Parent or Guardian must sign:
Mother:
Print Name: ________________________________ Sign Name: _______Date: ___
(Authorized Parent or Guardian)
Father:
Print Name: ________________________________ Sign Name: _______Date: ___
(Authorized Parent or Guardian)
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MINOR'S PER CAPITA TRUST Investment Election Form The (The Tulalip Tribes)

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Completed 20 July 2020

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