2016 Tax Year Distributions

The latest you can request an Investment Plan distribution that will be considered a 2016 tax-year distribution is 4 p.m. ET (market close) on Friday, December 23, 2016. Any distribution requested after 4 p.m. on Friday, December 23 through Friday, December 30, 2016 will be considered a 2017 tax-year distribution and will be processed and mailed or direct deposited on Tuesday, January 3, 2017. We cannot process the distribution prior to January 3, 2017 because of IRS regulations regarding constructive receipt (see IRS Publication 334, the Rule for Constructive Receipt).