Duplicate Year End Statement and Tax Form Request (PDF). Form used to request copies of historical annual account statements and tax forms.Here's a toptobottom look at the information a brokerage statement might include and what to keep in mind when checking for errors or signs of fraud. You can use these forms to apply for a new Thrivent Mutual Funds account, manage your account settings, and make transactions. We only process registry funds for district cases. Direct any registry questions about cases filed in county court to the County Clerk. We have all your tax forms in one convenient place. This year's tax forms will be available beginning the first week of February. The funds in the account are treated as Plan assets and must. The current requirement is only to list the investments for those funds pooled together in common investment, or where multiple funds are in one account.