Form 440-4957 "Master Trustee 2% Per Year Reporting Form" - Oregon

What Is Form 440-4957?

This is a legal form that was released by the Oregon Department of Consumer and Business Services - a government authority operating within Oregon. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on February 1, 2017;
  • The latest edition provided by the Oregon Department of Consumer and Business Services;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a printable version of Form 440-4957 by clicking the link below or browse more documents and templates provided by the Oregon Department of Consumer and Business Services.

ADVERTISEMENT
ADVERTISEMENT

Download Form 440-4957 "Master Trustee 2% Per Year Reporting Form" - Oregon

148 times
Rate (4.7 / 5) 10 votes
Oregon Department of Consumer and Business Services
Division of Financial Regulation
350 Winter St. NE, Room 410, Salem, Oregon 97301-3881
Mailing address: P.O. Box 14480, Salem, OR 97309-0405
503-378-4140  Fax: 503-947-7862
http://dfr.oregon.gov
MASTER TRUSTEE 2% PER YEAR REPORTING FORM
Due date for form: July 31
Fee: None
Purpose of this form: For those master trustees who elected to pay administrative fees and expenses on Form
440-4955, the master trustee must submit the 2 percent calculations based on the principal balance of the trust
on Jan. 1 (Form 440-4955) and July 1. Use this form to report the maximum 2 percent of principal on July 1 that
may be appropriated for administrative expenses for the reporting year.
Other important date: April 1
Information on this report will be used for line 4 on the Master Trustee Annual Report and Registration
Renewal, Form 440-4017, due by April 1 each year, to report fund activity for the previous calendar year and to
renew registration for the current year.
Governing statutes and rules: Oregon Revised Statute 97.943(9) and Oregon Administrative Rules Chapter
441 Division 930-0085
More information:
www.dfr.oregon.gov
or 503-378-4140.
If the registered master trustee completed Election Form 440-4955 (Master Trustee Election Form to Pay
Administrative Fees & Expenses from Trust Fund Deposits), the trustee must submit this form.
Oregon Department of Consumer and Business Services
Division of Financial Regulation
350 Winter St. NE, Room 410, Salem, Oregon 97301-3881
Mailing address: P.O. Box 14480, Salem, OR 97309-0405
503-378-4140  Fax: 503-947-7862
http://dfr.oregon.gov
MASTER TRUSTEE 2% PER YEAR REPORTING FORM
Due date for form: July 31
Fee: None
Purpose of this form: For those master trustees who elected to pay administrative fees and expenses on Form
440-4955, the master trustee must submit the 2 percent calculations based on the principal balance of the trust
on Jan. 1 (Form 440-4955) and July 1. Use this form to report the maximum 2 percent of principal on July 1 that
may be appropriated for administrative expenses for the reporting year.
Other important date: April 1
Information on this report will be used for line 4 on the Master Trustee Annual Report and Registration
Renewal, Form 440-4017, due by April 1 each year, to report fund activity for the previous calendar year and to
renew registration for the current year.
Governing statutes and rules: Oregon Revised Statute 97.943(9) and Oregon Administrative Rules Chapter
441 Division 930-0085
More information:
www.dfr.oregon.gov
or 503-378-4140.
If the registered master trustee completed Election Form 440-4955 (Master Trustee Election Form to Pay
Administrative Fees & Expenses from Trust Fund Deposits), the trustee must submit this form.
Oregon Department of Consumer and Business Services
Division of Financial Regulation
350 Winter St. NE, Room 410, Salem, Oregon 97301-3881
Mailing address: P.O. Box 14480, Salem, OR 97309-0405
503-378-4140  Fax: 503-947-7862
http://dfr.oregon.gov
MASTER TRUSTEE 2% PER YEAR REPORTING FORM
ORS 97.943(9) AND OAR 441-930-0085
Reporting period: Jan. 1 to Dec. 31
For calendar year:
Due date: July 31
Fee:
None
Business name:
ABN (if applicable):
Business address:
City, state, ZIP:
Business phone:
Business fax:
Business email:
Contact name:
Mailing address, if different from above:
City, state, ZIP:
The principal amount of trust as of Jan. 1
$
Two percent of the principal amount of the trust fund as of Jan. 1
$
The principal amount of the trust fund as of July 1
$
$
1. Two percent of the principal amount of the trust fund as of July 1
The calculation completed in number 4 above shall be the maximum amount appropriated for administrative
expenses to report on the Master Trustee Annual Report Form 440-4017 due April 1 each year.
Signature:
Title:
Type or print name:
Date:
Phone:
440-4957 (2/17/COM)
Page of 2