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COST BASIS ELECTION FORM Tax regulations require us to report cost basis to you and the IRS for redemptions of covered shares, generally shares acquired after January 1, 2012. We will determine your
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Start by gathering all the necessary documents and information. This may include your identification, social security number, and any investment or banking statements.
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Oak Associates Funds is a family of investment funds managed by Oak Associates, a financial services company.
Investors who have invested in Oak Associates Funds are required to file the necessary paperwork.
Investors can fill out Oak Associates Funds paperwork online or through their financial advisor.
The purpose of Oak Associates Funds is to provide investors with opportunities for investment and growth.
Investors must report their personal information, investment amounts, and any gains or losses on Oak Associates Funds.
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