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Please complete the below for each plan invested in the collective investment trust(s).

If you do not wish to access account statements, please write N/A.


Please complete the below for each fund held by the above plan(s) and/or each fund you would like to access.

To view the list of funds associated with each trust, please refer to Our CITs below

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

You will receive an email with your user ID within 5 business days. If you do not receive an email within 5 business days, please contact SEI Trust Company at 610-676-2369.

Once this form has been accurately submitted and approved, you will be able to receive monthly statements through the CIT Dashboard. If you are currently receiving a mailed statement and would like it discontinued, please refer to the "Working with Us" section on the SEI Trust Company Services page for further information.