Tax Information and Forms - Salient

Tax Information & Forms

Dividends & Capital Gains

Forward Funds Trust 2019 Capital Gain Distributions Paid

December 5, 2019

Salient Funds 2020 Regular Dividend & Capital Gain Calendar

December 18, 2019

Salient MF Trust 2019 Capital Gain Distributions Paid

December 30, 2019

Salient Funds 2018 Capital Loss Carryover

April 1, 2019

Year-End Tax Information

Forward Funds Trust Foreign Taxes Paid and Foreign Source Income 2018 Tax Year

January 18, 2019

Salient Funds QDI and Income Derived from U.S. Government Securities 2018 Tax Year

February 26, 2019

Salient Funds Non-Dividend Distributions 2018 Tax Year

February 26, 2019

Salient Funds QDI and Income Derived from U.S. Government Securities 2019 Tax Year

January 14, 2020

Salient Tactical Muni & Credit Fund 2018 Tax Year

January 18, 2019

19A-1 Notices & 8937 Forms

Salient Select Income Fund Form 8937 – 2018

January 22, 2019

Salient Midstream & MLP Fund Form 8937 – 2019

December 31, 2019

Salient Global Real Estate Fund Form 8937 – 2018

March 22, 2019

Salient Select Income Fund Form 8937 – 2019

January 15, 2020

Salient Select Income Fund 19-A Notice December 2019

January 3, 2020

Salient MLP & Energy Infrastructure Fund Form 8937 – 2019

December 31, 2019

Salient Midstream & MLP Fund Form 8937 – 2018

March 22, 2018

Salient MLP & Energy Infrastructure Fund Form 8937 – 2018

March 5, 2019

Salient Tactical Real Estate Fund Form 8937 – 2018

March 5, 2019

Salient Select Opportunity Fund Form 8937 – 2018

March 5, 2019

Salient International Dividend Signal Fund Form 8937 – 2018

March 5, 2019

Salient Adaptive Income Fund Form 8937 – 2018

March 5, 2019

Salient Adaptive Balanced Fund Form 8937 – 2018

March 5, 2019

Salient Adaptive Growth Fund Form 8937 – 2018

September 5, 2018

Salient MLP & Energy Infrastructure Fund Form 8937 – 2017

February 9, 2018

Salient Adaptive Income Fund Form 8937 – 2017

February 6, 2018

Salient Tactical Real Estate Fund Form 8937 – 2017

February 6, 2018

Salient Select Opportunity Fund Form 8937 – 2017

February 6, 2018

Salient Midstream & MLP Fund Form 8937 – 2017

January 9, 2018

Salient Midstream & MLP Fund Form 8937 February 2017

February 28, 2017

Salient MLP & Energy Infrastructure Fund Form 8937 February 2017

February 24, 2017

Salient Adaptive Income Fund Form 8937 – 2016

January 31, 2017

Salient MLP Energy & Infrastructure Fund Form 8937 – 2016

January 26, 2017

Salient Midstream & MLP Fund Form 8937 – 2016

January 26, 2017

Salient Select Opportunity Fund Form 8937 December 2016

January 24, 2017

Salient EM Corporate Debt Fund Form 8937 December 2016

January 12, 2017

Forward Dynamic Income Fund 2015 IRS Form 8937

February 17, 2016

Forward Select Opportunity Fund 2015 IRS Form 8937

February 17, 2016

Forward Select Income Fund 2015 IRS Form 8937

February 17, 2016

Forward Select EM Dividend Fund 2015 IRS Form 8937

January 15, 2016

Forward Dynamic Income Fund 2013 IRS Form 8937

February 19, 2014

Salient MLP Energy & Infrastructure Fund Form 8937 – 2013

January 31, 2014

Salient Midstream & MLP Fund Form 8937 – 2013

January 31, 2014

Forward Commodity Long/Short Strategy Fund 2013 IRS Form 8937

January 14, 2014

Forward Select Income Fund 2012 IRS Form 8937

February 15, 2013

Forward Select EM Dividend Fund 2012 IRS Form 8937

February 15, 2013

Forward Large Cap Dividend Fund 2012 IRS Form 8937

February 15, 2013

Salient MLP Energy & Infrastructure Fund Form 8937 – 2012

January 31, 2013

Account Forms

Forward Funds Change of Registration Guidelines

May 10, 2018

Forward Funds IRA Distribution Form

January 1, 2018

Forward Funds Change of Registration Form

August 31, 2016

Forward Funds Account Options Form

December 12, 2017

Forward Funds Letter of Instruction Form

August 31, 2016

Forward Funds Letter of Intent

August 31, 2016

Forward Funds Regular Account Application

May 2, 2018

Forward Funds Entity Account Application

September 13, 2018

Forward Funds Cost Basis Election Form

August 31, 2016

Forward Funds Transaction Request Form

December 12, 2016

Forward Funds Non-Qualified Asset Transfer

August 31, 2016

Forward Funds Transfer on Death Designation Form

May 10, 2018

Forward Funds IRA Application

January 10, 2020

Forward Funds IRA Transfer/Rollover Form

January 10, 2020

Forward Funds Designation/Change of IRA Beneficiary

August 31, 2016

Forward Funds SIMPLE IRA Application

January 10, 2020

Forward Funds SIMPLE IRA Contribution Trade Sheet

August 31, 2016

Forward Funds Coverdell Education Savings Account Application

January 10, 2020

Forward Funds Coverdell Education Savings Account Transfer/Direct Rollover Form

January 10, 2020

Forward Funds Coverdell Education Savings Account Distribution Form

August 31, 2016

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Salient is the trade name for Salient Partners, L.P., which together with its subsidiaries provides asset management and advisory services. Securities offered through Salient Capital, L.P., a registered broker-dealer and Member FINRA, SIPC. Salient Capital, L.P. is a subsidiary of Salient Partners, L.P.

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