Mutual Benefits Keep Policy Trust

Wind down information

It is the Trustee's plan to sell the life insurance portfolio
held by the Mutual Benefits Keep Policy Trust by the
end of 2021.

Please check this page for updates relating to the planned sale of the Trust’s policies.

Last Updated 05/19/2021.

If you have questions, please check the Frequently Asked Questions page
or click here to login.

Investor Notifications

  • Trustee’s Notice to Investors | Intent to Wind-down Trust

    Download

Investor Tax Forms

  • IRS Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

    Download
  • IRS Form W-9 Request for Taxpayer Identification Number and Certification

    Download

Court Filings

  • Trustee Motion to Wind-down Trust

    Download
  • Trustee’s Amended Motion to Wind-down Trust

    Download
  • Report and Recommendation on Wind-down Motions

    Download
  • Order Adopting Report and Recommendation on Wind-Down Motions

    Download
  • Trustee's December 2020 Wind-Down Status Report

    Download
  • Trustee's January 2021 Wind-Down Status Report

    Download
  • Trustee's February 2021 Wind-Down Status Report

    Download
  • Trustee's March 2021 Wind-Down Status Report

    Download
  • Trustee's April 2021 Wind-Down Status Report

    Download
  • Trustee's May 2021 Wind-Down Status Report

    Download
  • Trustee's June 2021 Wind-Down Status Report

    Download
  • Trustee's July 2021 Wind-Down Status Report

    Download
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