Minors Trust Fund

Financial Resources for EBCI Members

Minors Trust Fund

Siyo! Welcome to our informational page about the EBCI Minors Trust Fund. We have put together several resources for your benefit. The EBCI Minors Trust Fund is administered by the Eastern Band of Cherokee Indians. This information is for the use of EBCI members only.

Connor Reed is the EBCI Treasury Specialist. He oversees the Tribe’s current investment accounts, including Minors Trust Fund and Elected Officials Pension. Connor’s contact information is email: connreed@ebci-nsn.gov or office phone: 828-359-6640.

Tamara Thompson is the Treasury Analyst. She is responsible for the quarterly disbursements of the Minors Trust Fund. If you need assistance with an application, please contact Tamara at tamathom@ebci-nsn.gov or office phone: 828-359-7085.

Online Account Access

EBCI Treasury Office partnered with USI Consulting Group to bring you online access to your Minors Trust Fund Account. Every participant in the Minors Trust Fund has online access to their information. You can use the portal to view your account balance, view quarterly statements, and retrieve your 1099-Misc tax forms. Use the instructions below to register your account.

Applications

Return completed applications to Department of Treasury, PO Box 455, Cherokee, NC 28719 or hand delivered to 468 Sequoyah Trail, Cherokee, NC 28719. *Forms must be notarized and contain all backup documents to be considered complete*

 

Application Deadlines

This cycle does not apply to the Housing application and the Educational Travel application. For any questions, please contact Connor Reed at connreed@ebci-nsn.gov or 828-359-6640.

Housing

Buying a house is a great investment. If you want to use your EBCI Minor’s Trust Fund for a housing purchase, our office is happy to assist you. We’ve created a Housing Guide that will help you navigate the housing disbursement application process and have created a learning module within the Stocktrak Financial Literacy Program that is specifically geared towards becoming a homeowner and gives information on the home buying process and much more.

If you are planning to purchase a house with your Minors Fund and would like to know the amount you have available for housing, you can calculate your available funds by multiplying your total account balance by 80% (you can access your account balance information online through the USICG portal) or you may contact Tamara Thompson at tamathom@ebci-nsn.gov to request a worksheet showing your housing breakdown.

For a detailed list of the required application components and required supporting documents, please see page 2 of the Housing Application.

Age 18 Disbursement, financial skills test

The EBCI Department of Treasury and the EBCI Investment Committee are pleased to offer a new Financial Literacy program for all – StockTrak. This program is geared to students Grade 4 and higher, well into adulthood. Check it out! https://edu.stocktrak.com/ebci/