Below is a summary of estimated tax form delivery information provided directly by each sponsor.
Our goal is to make it simple for you to find what you need without having to call.
Disclaimer: The information below has been provided directly by each sponsor. INPAC Wealth remains in close communication with these companies; however, all dates and availability are subject to change at each sponsor’s discretion based on their own policies, processing timelines, and operational considerations.
Estimated Form Availability
Use the search function in your browser (Ctrl+F or ⌘+F) to find your sponsor quickly.
| Sponsor Name | Document Type | Estimated Date | Where to Find Documents | Access Instructions | Contact |
|---|---|---|---|---|---|
| Inland | Substitute 1099 | March 15, 2025 | www.myipcinvestments.com | Investors must create a new account. Please have the registered owner's SSN/TIN and ZIP code available. | 630-368-2255 |
| Ares | Substitute 1099 | January 31, 2025 | www.areswms.com | Investors must register as new users using their SSN/TIN and ZIP code of record. | 720-928-3353 |
| Hines | Substitute 1099 | February 12, 2025 | www.hinesprivatewealth.com | New user registration required. Have SSN/TIN and ZIP code of the registered owner ready. | |
| Baker Tilly | Grantor Trust Letter | February 15, 2025 | Contact your INPAC advisor for assistance—no client portal available. | Documents distributed directly through your advisor. | |
| Cantor | Grantor Trust Letter | January 31, 2025 | Contact your INPAC advisor for assistance—no client portal available. | Documents distributed directly through your advisor. | |
| Hamilton Point | Substitute 1099 | March 15, 2025 | www.hamiltonptinv.com | New account setup required. SSN/TIN and ZIP code of the registered owner will be needed. | 1-860-598-4300 |
| Nexpoint | Grantor Letter | March 15, 2025 | Contact your INPAC advisor for assistance—no client portal available. | Documents will be provided by your advisor once issued. | 844-485-9167 |
| Passco | Substitute 1099 | February 28, 2025 | Contact your INPAC advisor for assistance—no client portal available. | Documents distributed through your advisor. | 949-263-7910 |
| Ideal Capital | Grantor Trust Letter | March 15, 2025 | Contact your INPAC advisor for assistance—no client portal available. | Advisor will provide your form upon release. | |
| Griffin Capital | Substitute 1099 | February 28, 2025 | griffincapital.jtcgroup.com | Please contact your advisor to obtain portal access credentials. | (424) 367-4250 |
| PRIVATE REAL ESTATE | |||||
| Sovereign | K-1 | March 30, 2025 | Contact your INPAC advisor for assistance—no client login available. | Forms distributed directly through your advisor. | |
| Arden Opzone | K-1 | January 01, 2025 | Access link available upon client’s direct request. | Contact INPAC to request secure access credentials. | |
| Sealy | K-1 | March 15, 2025 | www.sealynet.com | Register as a new user with SSN/TIN and account number. | 888-732-5990 |
| MUTUAL FUNDS | |||||
| Invesco | 1099-B, 1099-DIV | February 15, 2025 | account-service.invesco.com | Log in using your existing account credentials. | 1-800-959-4246 |
| American Funds | 1099-B, 1099-DIV, 1099-R | January 31, 2025 | capitalgroup.com/individual/accounts/login.htm | Register using SS#, date of birth, and account number. | 1-800-421-4225 |
| ALTERNATIVE | |||||
| Blackstone BREIT | 1099 | February 28, 2025 | www.breit.com | Register as a new user using SSN or EIN and account number. Know your fund designation before logging in. | 1-844-702-1299 |
| Blackstone BCRED | 1099 | February 28, 2025 | www.bcred.com | Register as a new user using SSN or EIN and account number. Know your fund designation before logging in. | 1-844-702-1299 |
| Blue Owl | 1099 | Mid to Late February | blueowl.com/document center | Register as a new user using SSN or EIN and account number. Confirm fund before accessing. | 1-833-695-5463 |
| Hines | 1099 | February 25, 2025 | www.hinesprivatewealth.com | Register as a new user with SSN/TIN and ZIP code of the registered owner. | 1-888-220-6121 |
| KKR | Simplified K-1 | March 15, 2025 | Documents mailed directly to investors and available via sponsor communication. | 1-888-920-1959 | |
| ANNUITIES | |||||
| Jackson | 1099-R | January 31, 2025 | www.jackson.com/login/register.xhtml | Create a new account using SSN, policy number, and date of birth. | 1-877-565-2968 |
| Lincoln | 1099-R | January 31, 2025 | www.lfg.com | Register using mobile number, SSN, date of birth, and policy number for verification. | 1-844-275-4677 |
| Brighthouse | 1099-R | February 15, 2025 | login.brighthousefinancial.com/login.do | Create a new account using SSN, policy number, and date of birth. | 1-800-882-1292 |
| Athene | 1099-R | January 31, 2025 | www.athene.com/myathene-login | Register as a new user with SSN, date of birth, and contract number. | 1-888-266-8489 |
Need Assistance?
By submitting, you acknowledge this information is general and not tax or legal advice. See our Privacy Policy.