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Exhibit E Trustee Fees Pooled Income Trust Subaccounts are subject to the three separate fees described in 1) through 3) below, which will be automatically deducted from the Subaccount. By contrast,

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How to fill out trustee fees

How to fill out trustee fees:

01

Gather all necessary documents: Start by collecting all relevant financial documents, including bank statements, investment statements, and any other records that pertain to the trust.

02

Determine the fee structure: Consult the trust agreement or any applicable legal documents to understand the specific fee structure for the trustee. This may include an hourly rate, a flat fee, or a percentage of the trust's value.

03

Calculate the trustee fees: Use the fee structure determined in step 2 to calculate the trustee fees. If it's an hourly rate, keep track of the time spent on trust-related activities. If it's a flat fee or a percentage, apply it to the appropriate value.

04

Document the trustee fees: Create a record of the trustee fees using a spreadsheet or accounting software. Clearly indicate the fees charged, the time frame they cover, and any supporting documentation.

05

Communicate with beneficiaries: If required by the trust agreement or legal obligations, communicate the trustee fees to the beneficiaries. Provide an explanation of how the fees were calculated, and be ready to address any questions or concerns they may have.

06

Review and adjust fees if necessary: Periodically review the trustee fees to ensure they remain fair and reasonable. If circumstances change or if the trustee's responsibilities increase, consider adjusting the fee structure accordingly.

Who needs trustee fees:

01

Trustees: Trustee fees are essential for trustees, as they compensate them for their time, efforts, and responsibilities in managing and administering a trust. Trustees are typically appointed to ensure that the trust's assets are properly managed and distributed according to the trust's terms.

02

Beneficiaries: Beneficiaries have an interest in knowing about trustee fees since these fees impact the overall value of the trust. By understanding the trustee fees, beneficiaries can have a clearer picture of the costs associated with the trust's administration.

03

Legal professionals: Attorneys who assist in setting up and managing trusts may also be involved in the calculation and documentation of trustee fees. They can provide guidance and ensure that the fees comply with all relevant legal requirements.

Overall, trustee fees are necessary to fairly compensate trustees for their services and to ensure the successful administration of a trust. Properly filling out trustee fees involves gathering documents, determining the fee structure, calculating the fees, documenting the fees, communicating with beneficiaries, and periodically reviewing and adjusting the fees if needed.

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What is trustee fees?

Trustee fees are fees paid to a trustee for their services in managing a trust.

Who is required to file trustee fees?

The trustee or the person managing the trust is required to file trustee fees.

How to fill out trustee fees?

Trustee fees can be filled out by providing details of the services performed by the trustee and the corresponding fees.

What is the purpose of trustee fees?

The purpose of trustee fees is to compensate the trustee for their time and effort in managing the trust.

What information must be reported on trustee fees?

The information reported on trustee fees typically includes the name of the trustee, description of services, and the amount of fees.

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