Private Wealth Advisors should expect to receive the following reports summarizing both client benefits and operational issues related to the withholding tax recovery service.

1. Document Status Report
   This report will summarize Onboarding issues (missing signatures, etc.). Private Wealth Advisors must reach out to their client and/or Ops to remedy any problems. An example Document Status Report can be viewed here.
2. Post Payable Report
   This report will update advisors on the status of clients’ long form claim applications on a quarterly basis. Because the long form recovery process takes 6 - 48 months, clients may inquire about the status of their funds. An example report can be viewed here.