All forms are located outside of our office for member’s convenience.
Tribal ID Card Fee Change: As of January 1, 2015 you can only receive one free tribal ID card in a calendar year January through December. After the one free ID card, they will cost $5.00. Please pay for tribal ID cards and spousal ID’s on the first floor at the cashier window.
Spousal ID Card Fee Change: As of January 1, 2015, the spousal ID card fee will be $40 for a new ID card and $20 for renewal. First time spousal cards require marriage certificate, spousal form with tribal member’s signature and ID. For spousal renewals asigned spousal form and ID is required. Spousal Cards will only be made on Thursdays.
Name Changes: For any name change for adults or minors, you need to change it with the Social Security office first. Otherwise our information does not match the IRS and the tribe will be fined at the end of the year (which is why this was implemented). Fill out an enrollment change form and include a copy of the Social Security Card reflecting the name change.
Criteria for enrollment – MUST MEET ALL THREE
* Please contact the office to get an application*
****Supporting documents are not limited to this list, the committee could request other documents if they deem it necessary.
**** The committee can always ask for more documents regarding residency, these are only suggestions on how to prove your residency.
All address changes must be done in writing. They can be filled out on our form or just write a letter with the new address but make sure to sign and date it. Only the legal guardian can change the address of a minor. They can be done in person, faxed, mailed or e-mailed.
If changing the address by email, you must include your name, date of birth, roll number and last 4 digits of your Social Security number. If for your children, we will need the child's date of birth, previous address and parent or guardian's last 4 digits of their Social Security number. You can email to email@example.com and we will reply once your address is changed.
Tribal ID's are available M-F 8:00 AM - 4:30 PM – Closed for lunch 12:00-1:00. The first ID for the year is free and after that they cost $5.00 each. Only the legal guardian can pick up an ID for a minor.
There is a form that can be filled out and turned into our office.
Spousal ID's are available on THURSDAY ONLY. There is a form that needs to filled out by the spouse and tribal member. The first one is $40 and it is good for one year from the issued date, to renew the ID the form must be filled out again and it is $20. The cards are only good for membership to the YMCA, tax exemption on the Tulalip reservation, free garbage disposal at Shelco and Tulalip employment hiring preference # 2.
In order to change the C/O on a minors check and profile, you will need to have a court document stating who has custody. If you are in the middle of the court proceedings, you can bring in the petition and the check will be held until the court determines who has custody.
Yes, you will receive quarterly statements showing account balance and earnings. If you are not receiving a statement please call our office and check on the address – we have been getting some back in the mail.
Trust funds will be distributed within 30 days following the LATER of (1) your child's 18th birthday, or (2) the date your child receives a high school diploma or GED. Individuals not meeting the high school diploma/GED requirement will in any event receive their trust funds within 30 days of their 22nd Birthday.
In most circumstances, no. The only exceptions are: (1) if the minor has a terminal illness, or (2) the minor has a documented serious medical condition requiring long term care. The trust is restricted because other more basic health, education, and welfare needs of the child may be met though the parents electing to receive 50% of their child's per capita payment to provide for their child's needs.
The child's per capita funds may only be spent on the health, education, and welfare of the child. Also make sure you file taxes on the portion you receive as a parent. The minor will need to do their own taxes.
100% of the child's per capita funds will be placed in the minor’s trust.
Option B Aggressive is the default option, if you did not choose and investment option this is where the money is invested. You can change the investment option once a year in February. A reminder will be sent out to everyone with a statement showing the difference in the options. You can get information on the options from the enrollment office.
Yes, and this in not permanent. You can change this before each per capita, but it must be done 10 business days prior to the distribution. You can have any amount over 50% put into trust. This can help if you have to pay in on your kids taxes instead of giving more to IRS, you can give more to your child. Only the legal guardian can change the amounts.
1) Forms are available that the tribal member must sign and have notarized. The forms need to be returned to the enrollment office. After you turn the form it will take about a week to two weeks and you will get it in the mail. 2) Bring proof of GED or diploma. 3) Bring a bank statement with your account and routing numbers. 4) Provide proof of a financial education class.
You are able to receive 25% for 4 years of your trust. Once you apply the first time you can apply the next year in that same month as the 1st withdrawal.
Yes, A member can go before the trust committee and request the full lump sum or portion. The committee will make a recommendation to the Board of Directors who have discretion to determine if the member should receive the full trust account at one time.
In October 2020 the Board of Directors created a Youth Under the Age of 18 Tax Free Deferred Long Term Dependent Assistance program, this funds will not be taxed at the time of distribution. Per Capita Payments will taxed that are over $12,550 per the IRS Guidelines, the scale is in the distribution packet.
The trust funds will be distributed to the next of kin in the following order or priority: Spouse, children, parents, siblings, grandparents. Youth over 18 can fill out a beneficiary form if they want funds to be distributed in a different manor.
Yes, minors who have a court order of emancipation will receive their per capita payments directly. However, all funds accumulated in their trust accounts prior to emancipation will remain in trust until their eligibility date (18 or HS diploma/GED).