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Lockbox Coordination

Trust Coordination oversees the lockbox process to ensure transactions and distributions are processed and completed timely and accurately at the region and agencies. This involves the coordination with the agencies to resolve lockbox exceptions and assist in resolving problems and issues in the distribution of trust funds. The lockbox liaison also assists in resolving other issues related to the allocation and distribution of income associated with lockbox exceptions. The lockbox liaison works with all regional trust programs as well as the Regional Director, Deputy Regional Directors, the Office of the Special Trustee and other Trust Project managers as well as agency trust programs to process trust system corrections.

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