Rabbi and Minors Custodial Trust Fund's

Rabbi Trust Fund & Minors Custodial Trust Fund

If you are satisfied with your minor’s current investment option, you do not need to submit the election form.

If you wish to change the investment option you previously recommended or if your minor was enrolled as a member of the Tribe after May 20, 2019, please complete the attached Investment Risk Assessment Recommendation Form to recommend that the funds be invested in one of the investment options. One election form must be completed for each minor member. If the member has funds in both trusts, this election will apply to investments in both trusts.

Investment Recommendation Form

Minors Trust Fund Booklet


Online Access

Online access is available for the CTGR Custodial, Rabbi, and Member Trusts. 

Website

Login Instructions

If You Have Any Questions

 a member of the Tribe’s investment consulting team from Robert W. Baird & Co. will be available to answer your questions. To speak to a member of the investment consulting team, please contact the office of:

Joseph S. Hoon
877-792-3667 
8 am - 5 pm
Monday - Friday

Please Note:

If you do decide to change your minor’s current investment option or you need to recommend a first time investment option for your newly enrolled minor, the Investment Recommendation Form must be received by the Member Services Department no later than 5:00 p.m. May 20, 2020.

If this form has not been received by that date, your minor’s funds will either remain in their currently invested option or be invested in the default option (Option 1 – Age Based Allocations).

The conversion for the new investment changes will begin May 21, 2020 and is scheduled to be completed by June 1.

The next opportunity to change your investment election will be May 1, 2021.

Please contact the Member Services Department directly at 800-422-0232, if you have any questions relating to this change.