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Welcome to the Life Partners Position Holder Trust Website. 2022 Tax Form Info. The Trust is closed. The sale of all Trust assets took place in August 2022. That sale made it possible to pay a final distribution to all unit holders on September 15, 2022.
- Tax Forms
IRS forms and instructions. As you have unfortunately come...
- About Us
About Us - LPI-PHT - Dallas, TX
- How Does The Trust Operate
How Does The Trust Operate - LPI-PHT - Dallas, TX
- What Do I Own
Under the Bankruptcy Plan, the court established the Life...
- Distributions
How we calculate distributions. Perhaps the most frequent...
- Unit Buy-Back and Redemption
In an effort to reduce the accounting and administrative...
- Billing Procedures
If you don’t pay the bill within 60 days then you are...
- How to Transfer, Sell or Abandon
How to Transfer, Sell or Abandon - LPI-PHT - Dallas, TX
- Trustee Letters to Investors
Trustee Letters to Investors - LPI-PHT - Dallas, TX
- IRA Custodians
If you own any portion of your investment through your IRA,...
- Tax Forms
FORMS. W-9 Form PDF; W-8BEN Form PDF; W-8BEN Instructions; Confidentiality and Non-Disclosure Agreement; Network Resources Access Form; Beneficiary Designation (Transfer on Death) Form - Individual Account
