CURRENT NEWS

Current News will be posted here for our clients use. Information is for the private use of trust clients. Clients may contact T Bank Trust Support with any questions.

Address for Deposits

Our address is 16200 Dallas Parkway, Suite 190, Dallas, TX 75248.  Please use this address for all mail or overnight deliveries.

2022 Tax Information

The 1099 INT, DIV, and B forms were mailed on February 6, 2023.

The K-1 forms for the CTF investments were mailed on April 7, 2023.   THIS INFORMATION IS REQUIRED TO BE REPORTED ON YOUR 1040 RETURN.  Please do not fail to include this information to avoid future issues with the IRS.

Online Access

At T Bank, each client has online access to their trust account(s) via a secure site. Instructions with login IDs and passwords are provided when each new account is established. Each authorized signer will receive instructions with their login in and password via the US mail. The site holds online copies of statements, positions, transactions, and performance information for each account.

If you would like to access your accounts and have questions or are having trouble accessing the site, please contact [email protected] or call us at (972) 720-9045.

Employee Benefit Web Access

Access for plan trustees and employee benefit vendors. This access will provide details on qualified plan distributions. For questions, please contact [email protected].

Fund Audit Reports

Audits of the T Bank sponsored Common and Collective Funds for December 31, 2021 are available for participating account owners. If you would like to request a copy of the reports, just click here to send us a request. The reports can be sent via secure email from Trust Support or by US Mail.

Federal Banking Holidays

T Bank observes the holiday schedule as posted by the Dallas branch of the Federal Reserve Bank. Those dates are posted at http://www.dallasfed.org/fed/holidays.cfm