1. U.S. Department of the Interior Office of the Special Trustee for American Indians

2. American Indian Trust Fund Management Reform Act of 1994 (Public Law 103-412) Enacted to improve the management and accountability of Indian trust funds administered by the Department of Interior. Enacted to improve the management and accountability of Indian trust funds administered by the Department of Interior. Provide an opportunity for Indian Tribes to directly manage their trust funds. Provide an opportunity for Indian Tribes to directly manage their trust funds.

3. Created to provide fiduciary guidance, oversight, management and leadership for both tribal trust accounts and IIM accounts. Oversees and coordinates the establishment of consistent policies, procedures, systems and practices throughout DOI. Ensures DOI is fulfilling its fiduciary trust responsibilities to American Indians and Alaska Natives. The Office of the Special Trustee For American Indians (OST)

4. Office of the Special Trustee For American Indians (OST) Mission To perform our fiduciary trust responsibilities to American Indian tribes, individual Indians, and Alaska Natives by incorporating a beneficiary focus and beneficiary participation while providing effective, competent stewardship and management of trust assets.

5. OST Organizational Chart Special Trustee for American Indians Ross Swimmer Principal Deputy Special Trustee Donna Erwin Deputy Special Trustee – Field Operations Doug Lords Office of Appraisal Services Trust Beneficiary Call Center 1-888-678-6836 Regional Trust Administrators Trust Officers

6. A Fiduciary Trust Officer is a person who takes care of funds or assets that are held in trust accounts for someones benefit (that person is known as a beneficiary)! A Fiduciary Trust Officer is a person who takes care of funds or assets that are held in trust accounts for someones benefit (that person is known as a beneficiary)! Tribe Tribe Individual Indian Account Holder Individual Indian Account Holder Primary contact for trust beneficiaries regarding information related to their trust accounts. Primary contact for trust beneficiaries regarding information related to their trust accounts. Work closely with Superintendent and Deputy Superintendent on beneficiary issues. Work closely with Superintendent and Deputy Superintendent on beneficiary issues. Fiduciary Trust Officer

7. Fiduciary Trust at the Local Level (Agency)

8. The Indian Trust The Indian trust represents the largest land trust in the U.S. and encompasses approximately 56 million acres of land. The Indian trust represents the largest land trust in the U.S. and encompasses approximately 56 million acres of land. Interior manages more than 100,000 leases on these lands. Interior manages more than 100,000 leases on these lands. Funds from leasing, use permits, land sales, and interest totaling approximately $300 million per year, are collected for about 323,000 open IIM accounts. Funds from leasing, use permits, land sales, and interest totaling approximately $300 million per year, are collected for about 323,000 open IIM accounts. Approximately $500 million is collected each year in 1,450 tribal accounts for over 250 tribes. Approximately $500 million is collected each year in 1,450 tribal accounts for over 250 tribes.

9. Rocky Mountain Region Manages in Trust 6,421,335 acres Manages in Trust 6,421,335 acres Tribal Trust Acreage 3,490,753 Tribal Trust Acreage 3,490,753 Allotted Acreage 2,930,582 Allotted Acreage 2,930,582 Approximately 90% is in Agricultural Leases. Approximately 90% is in Agricultural Leases. Rocky Mountain process approximately 37% of all the transactions Indian Country wide Rocky Mountain process approximately 37% of all the transactions Indian Country wide

10. Beneficiary Information Needed for a Will. Individual Interest/Tribal Report (ITI) Individual Interest/Tribal Report (ITI) Beneficiary enrollment number, birth date, family information. Beneficiary enrollment number, birth date, family information. How beneficiary desires to distribute their assets at death. How beneficiary desires to distribute their assets at death.

11. Rocky Mountain Region Fiduciary Trust Officers Regional Office Billings - Wendlon Bruce Loudermilk, CIFTS 490 N. 31st Street Suite 302 Billings, MT 59101 (406) 657-6750 Blackfeet - Lisa Bullshoe, CIFTS 531SE Boundary St #212, PO Box 880, Browning MT 59417 (406) 338-4358 Northern Cheyenne - Lynnette T. Verlanic, CTFA, CIFTS PO Box 40 Lame Deer MT 59043 (406) 477-8289 Crow Agency - PO Box 69 Crow Agency MT 59022 (406) 638-4405 Fort Belknap - Howard Bemer 100 BIA Road, Harlem, MT 59526 (406) 353-2281 Fort Peck - Charles Knowlton, CIFTS PO Box 637, Poplar, MT 59255 (406) 768-3288 Wind River - Richard Ortiz, CIFTS P.O. Box 158, Fort Washakie, WY 82514 (307) 332-3669

12. Questions