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Pioneer knows how important your investments are to you and is dedicated to keeping you well informed. Throughout the year, you will receive updates about account transactions, fund performance and policies as well as a variety of other useful information. Below is a summary of the mailings you may receive during the year.
Account and Confirmation Statements report purchases, redemptions, exchanges, transfers and all other transactions. You should keep all statements as part of your permanent records.
Tax Forms report or gather information about your account for income tax purposes. You should use and keep all of the tax forms you receive from Pioneer, since we report the same information to the Internal Revenue Service. The transactions you perform determine which forms you receive.
Account and Confirmation Statements
| Item |
Mailing to Shareowners... |
When |
| Confirmation Statement |
With account transactions, including dividend and capital
gains payments or reinvestments |
After each transaction (Automatic Investment and 403(b)/ORP plan
purchases are confirmed quarterly) |
| Combined Account Statement |
With more than one Pioneer mutual fund
account linked together |
First week of April, July, and October |
| Year-End Account Statement |
In all Pioneer funds |
Mid-January |
Other Mailings
| Item |
Mailing to Shareowners... |
When |
| Fund Reports |
In all Pioneer funds |
Twice a year for all funds |
| "Current" shareowner newsletter |
In all Pioneer funds |
Four times a year |
| Prospectus |
In all Pioneer funds |
Yearly |
| Required Minimum Distribution Notice |
With retirement accounts and who turned 70
1/2 in the previous year |
January |
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