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Office Of the Special Trustee
‘Checking in’ With Trust Support Team
By Debby Pafel, public affairs specialist, OST
Team leader Brady Luxon at work at his computer.
Photo by OST.
Brady Luxon, team leader, Office of the Special Trustee, oversees the mailing of hundreds of thousands of statements and checks to Indian trust account holders.

The Trust Support team at the Office of Special Trustee consists of five people — Brady Luxon, Rochelle Lorenzo, Stanley Waquie, Daniel Lorenzo, and Marvin Waquiu. This team sends out mailings to Indian trust account holders. The mailings include the following:

  • quarterly statements to Individual Indian Money account holders,
  • monthly statements to tribal accounts,
  • semi-monthly checks for oil and gas royalties, and
  • daily checks for prearranged disbursements to account holders

In fiscal year 2007, the team sent out a total of 529,795 checks. OST prints the checks onsite. The team accounts for every check using a Daily Disbursement Report to reconcile checks printed that day with the day’s mailings. As one team member stated, “We take pride in what we do, always double checking our work.” The team’s checks and balances include someone physically counting the envelopes the team has processed. A machine also counts the envelopes that go out. The team reconciles the number of checks and envelopes, as well as the number of statements.

In addition to checks, the team sends out advice notifications that alert account holders about deposits to their checking accounts. Team members also mail collection notices, which inform leaseholders how much they owe individual account holders.

There is pride but humility among the team members. “We impact people’s lives directly,” said team leader Brady Luxon. “We know account holders depend on getting their checks in a timely manner.”

 


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UPDATED: December 01, 2008
DOI Seal U.S. Department of the Interior
1849 C Street, NW
Washington, DC 20240