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 Investment Professionals Access Account Open Account Fund PerformanceRetirement |
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At your service! |
 Lisa Minkley Shareholder Communications Supervisor |
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Q.
Will I receive a tax document for my U.S. Global Investors accounts?
A. You will receive a tax document for your non-retirement account if you earned dividends or capital gains during 2000, or if you sold shares of your equity fund account. Remember that dividends and capital gains are taxable whether they are paid in cash or reinvested into your account. USGI will mail all 1099 forms before January 31, 2001. Q. Which funds paid dividends or capital gains during the year 2000? A. The All American Equity, World Gold, Bonnel Growth, MegaTrends and China Region Opportunity Funds all paid dividends or capital gains during 2000. The U.S. Treasury Securities Cash, U.S. Government Securities Savings, Tax Free and Near-Term Tax Free Funds all paid monthly divdends. For the payment dates and distribution amounts of these funds, please visit the "Performance" section of our website at www.usfunds.com. Q. I made contributions to an IRA account for 2000. Will I receive a tax document? A. IRS Form 5498 will be mailed to shareholders in the latter part of May. Form 5498 lists all 2000 contributions, rollovers done in 2000, as well as the balance of your IRA account as of December 31, 2000. Questions about your IRA account? Call an investor representative at 1-800-US-FUNDS (1-800-873-8637). |
