Clients who have invested through Liberty Foundation for Vested Pension Benefits, Liberty Foundation for 3a Retirement Savings and Liberty 1e Flex Invest Foundation in securities which are subject to withholding tax do not need to undertake any action.

Liberty will file applications for withholding tax refunds with the federal tax authorities for each client and will credit the refunds to the relevant accounts as soon as they are received (for example: July 2016 for the year 2015).
Please note that, for cost-saving reasons, Liberty will no longer send out separate credit advices. However, clients may ask for current statements of accounts and securities deposits at any time, free of charge.