2015 Tax Forms

As a shareholder, you may receive one or more of the following tax forms:


Form 1099-R: available by February 1, 2016
Reports withdrawals from retirement accounts. This form also reports recharacterizations, rollovers, conversions or excess contribution removals.

Form 1099-Q: available by February 1, 2016
Reports withdrawals from education savings accounts (e.g. Coverdell accounts).

Form 1099-DIV: available by February 16, 2016
Reports taxable ordinary income, qualified dividends and capital gains distributed to non-retirement accounts. You will not receive this form if you only have a retirement account (e.g. IRA) or your distributions per fund are less than $10.

Form 1099-B: available by February 16, 2016
Reports redemptions or exchanges from non-retirement accounts.

Form 5498-ESA: available by May 2, 2016
Reports contributions made to education savings accounts through the April 15, 2016 tax deadline.

Form 5498: available by May 31, 2016
Reports contributions made to retirement accounts through the April 15, 2016 tax deadline.




To view your 2015 Ariel Investments tax forms when they are available:

  1. Log into your account.

  2. Once you have accessed your account, select View Tax Forms from the drop down menu, and click Go.

  3. Select the tax form you wish to view.



Sign up for eDelivery to be notified:

To recieve an email notification as soon as these forms — as well as your fund reports and shareholder statements — are available online, sign up for eDelivery.

  1. Log into your account.

  2. From My Portfolio Page choose View/Edit eDelivery Settings from the drop-down menu

  3. Click Go




If you have any questions or concerns, please contact one of our Shareholder Services Representatives at 800-292-7435.

 





Supplemental Tax Reporting Information
Supplemental tax reporting information for shareholders of Ariel International Fund and Ariel Global Fund.
 

Need Assistance?
An Ariel representative will be happy to assist you between 8am and 7pm central time, Monday through Friday.
You can access daily fund prices, account balances and execute transactions 24 hours per day, 7 days per week via Turtle Talk, our automated shareholder phone service.
 


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