Pacific Premier Trust Real Estate Valuation Instructions
This file provides comprehensive instructions for clients of Pacific Premier Trust, a division of Pacific Premier Bank, on how to complete the real estate valuation form. It also includes details on the submission process and required documentation. Essential for those in mandatory distribution status.
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How do I fill this out?
To fill out this form correctly, ensure all fields and steps are completed. Attach the necessary supporting documentation. Follow the detailed instructions provided.
How to fill out the Pacific Premier Trust Real Estate Valuation Instructions?
1
Enter the percentage of ownership for your retirement account.
2
Enter the current market value for your account's ownership percentage.
3
Attach the appropriate supporting documentation.
4
Complete all required fields in the form.
5
Submit the form using one of the listed delivery methods.
Who needs the Pacific Premier Trust Real Estate Valuation Instructions?
1
Retirement account holders needing to perform a real estate valuation.
2
Individuals required to take mandatory distributions from an IRA.
3
Clients seeking to provide current market value documentation.
4
Those needing to submit real estate documentation to Pacific Premier Trust.
5
Investors who need to adjust their RMD calculation based on AVM values.
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Use the PDF editor to fill out the required fields.
3
Attach any necessary supporting documentation.
4
Review all the entered information for accuracy.
5
Save and download the completed form.
What are the instructions for submitting this form?
Complete the form with all required fields and attach the appropriate supporting documentation. Submit the form via one of the following methods: Upload at PacificPremierTrust.com/upload, Email to AnnualValuations@PacificPremierTrust.com, Mail to Pacific Premier Trust, Processing Center, P.O. Box 981012, Boston, MA 02298. Ensure timely submission to avoid processing delays.
What are the important dates for this form in 2024 and 2025?
Ensure all submissions are made well before the deadlines for Required Minimum Distributions in 2024 and 2025. Early submission helps avoid processing delays.
What is the purpose of this form?
The purpose of this form is to facilitate the accurate valuation of real estate assets for clients of Pacific Premier Trust who hold retirement accounts. Accurate valuations are essential for clients required to take mandatory distributions (RMDs) from their IRAs or retirement accounts. This form assists clients in documenting the market value of their properties and ensures compliance with tax regulations.
Tell me about this form and its components and fields line-by-line.
- 1. Property Name (Asset Description): Enter the name or description of the property being valued.
- 2. Asset ID (CUSIP): Provide the unique identifier for the asset.
- 3. Account Name: Enter the name of the account holder.
- 4. Account Number: Provide the account number.
- 5. Percentage of Ownership: Specify the percentage of ownership in the property.
- 6. Current Market Value: Enter the current market value for the ownership percentage.
What happens if I fail to submit this form?
If you fail to submit this form, there could be delays in processing your real estate valuation. It may also affect your RMD calculations and compliance with tax regulations.
- Processing Delays: Your valuation submission might not be processed in a timely manner.
- RMD Calculation Errors: Incorrect calculations for required minimum distributions due to lack of updated market values.
- Non-Compliance: Potential non-compliance with tax requirements stemming from inaccurate property value reporting.
How do I know when to use this form?
- 1. Real Estate Valuation: For accurate valuation of your real estate assets.
- 2. RMD Calculation: For calculating required minimum distributions based on market value.
- 3. Market Value Documentation: To provide documentation of current market value.
- 4. Asset Management: To manage and track real estate assets within retirement accounts.
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