This page explains how an Indian trust account holder may dispute the accuracy of their account balance in their Statement of Performance.
An Individual Indian Money (IIM) account holder, Tribal account holder, or their representative may file an Objection to their Statement of Performance. If a Tribe has entered into a settlement with the United States, and that settlement contains language concerning challenging a statement of performance, Tribal account holders should follow the language in the settlement agreement.
If an account holder believes that the balance contained within their Statement of Performance is not accurate, they may file an Objection to the Statement of Performance (“Objection”) challenging it. A Statement of Performance means the document issued to each account holder, which contains specific information:
The process outlined below is only for challenging the accuracy of the activity or account balances contained in the statement. If you want to challenge the lease or right-of-way that generated the proceeds or the restriction of an IIM account, please contact the Bureau of Indian Affairs. Additionally, this process is not for reporting a lost check or updating your mailing address.
An Objection must be submitted (post marked) within 60 calendar days* of the date of the statement you are challenging.
* You may request one 30-day extension to allow more time to submit an Objection. This request must be submitted within 60 calendar days of the statement date and must include your name, address, phone number, the date of the statement you intend to challenge, and your signature.
Your Objection must be in writing, signed, and must include:
Incomplete submissions will not be considered.
Mail your Objection to:
U.S. Department of the Interior
Bureau of Trust Funds Administration
Attn: Director, Office of Trust Analysis and Research
1849 C Street NW
Washington, DC 20240
The envelope should be labeled “Notice of Objection.”