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Form CBIS Cost Basis Adjustment Form for Inherited Shares Questions Call 888-237-9045. Use this form to request an adjustment to the cost basis for Vanguard brokerage and mutual fund accounts excluding money market funds and retirement accounts that have been transferred or otherwise distributed to you from a decedent. If you need other forms go to vanguard. com/serviceforms. We automatically adjust the cost basis on inherited shares from a decedent s individual account if the date of death...
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