Deferred Compensation – Verification of Assets

Co-op Account Management

How do I request a verification of assets letter?

It is common that cooperatives need a verification of assets letter to provide to their auditors at the end of their fiscal year. Cooperatives can request a letter by submitting a written request. The request must:

  • Be signed by an authorized signer as on file with Homestead Funds
  • Either list the specific accounts or request to include all accounts
  • Include the cooperative tax identification number
  • Provide the address or fax number to return the letter. We are unable to email verification of asset letters.