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BOARD OF TRUSTEES MTA HIGHER EDUCATION HEALTH AND WELFARE FUND c/o G. T. Reilly & Company 424 Adams Street Milton, Massachusetts 02186September 1, 2022 Dear MTA Employee: TRUSTEES Tom Kearns, Cochlear

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Obtain a copy of the required forms from the Massachusetts Department of Revenue website or office.

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Any entity or individual in Massachusetts that is designated as a trustee or is required to appoint trustees for specific purposes may need to fill out trustees forms with the Massachusetts Department.

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The Trustees of the Massachusetts Department refers to individuals or entities that manage the assets and property for the benefit of beneficiaries in accordance with the laws governing fiduciary responsibilities.

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Individuals or entities acting as trustees who manage a trust, estate, or similar fiduciary responsibility in Massachusetts are required to file trustees documentation with the department.

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The purpose of the trustees filing is to ensure transparency and compliance with state regulations concerning the management of trusts and estates, protecting the interests of the beneficiaries.

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The information that must be reported includes the names and addresses of the trustees, details of the trust or estate, the beneficiaries, a description of assets, and any income generated from the trust.

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