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Note: Form 8655 begins on the next page. The fax number to file Form 8655 has changed. The fax number, listed in the instructions for Form 8655 (Rev. August 2014) under the Where To File section as
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Note form 8655 is a form used to report the transfer of securities in certain cases.
Brokers, custodians, and other financial institutions are required to file note form 8655.
Note form 8655 should be filled out with accurate information about the transfer of securities, including details about the parties involved and the securities being transferred.
The purpose of note form 8655 is to ensure that the transfer of securities is properly reported to the IRS.
Information such as the name and TIN of the transferor and transferee, description of the securities transferred, and the date of transfer must be reported on note form 8655.
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