One of our roles as your trustee and record keeper is to provide data to help you complete your state annual reports.  We stay in contact with the states about annual report changes to ensure we are up to date on the state requirements and deadlines, and administer our annual report processes accordingly.

Based on the state annual reporting table below, in the next few months we will provide you with your specific data to complete your annual reports.  Our goal is to ensure you have the necessary information at hand to help you save time and simplify your process.  Our commitment to you is to send the information at least 28 days prior to the state filing deadlines.

Your feedback and insight is always appreciated.  If you are aware of any changes to your state reports that you want to ensure we have addressed, or if you have questions, please call ClearPoint Customer Service at 800-763-0234.