Who will issue my 1099-R, tax forms, and statements in the future?

• For tax year 2025 (forms issued in early 2026), Fulton Financial Advisors will provide your tax forms.
• For tax year 2026, you may receive two 1099-R forms:
  • One from Fulton Financial Advisors for activity in January 2026.
  • One from Alerus for activity from February through December 2026.
• For tax years after 2026, Alerus will provide your tax forms.
• Beginning in mid-April 2026, Alerus will issue quarterly statements. The first statement will cover January 1, 2026, through March 31, 2026.
• Tax documents and statements provided by Alerus will be available at alerusrb.com, where you can view, download, save, or print your plan documents by logging into your account. Documents remain available for at least one year, and you will receive email notifications when new documents are posted unless you opt out of electronic delivery.