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Friday, March 22, 2024 5:15:12 PM
advisors regarding the application of backup withholding, or income tax withholding.
f. Does the Trust need any documentation or tax forms from holders of
Avoidance Actions Trust Interests to register their Avoidance Actions
Trust Interests?
The Trust does not require tax forms to register Avoidance Actions Trust Interests, but
does require an IRS Form W-9 or the appropriate version of Form W-8, or any applicable Puerto
Rico Treasury Department forms, waivers or certifications, from each holder of Avoidance
Actions Trust Interests that will receive distributions directly from the Trust in order to conduct
tax reporting, including informative returns to the Puerto Rico Treasury Department, and to
make appropriate distributions or withholding. Avoidance Actions Trust Interest holders will be
notified by the Trustee if the necessary forms are not already on file.
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