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FBLA-PBL: Step up to the challenge! Alabama FBLAPBLCompetitive Events Guidelines Middle Level20142015 FBLA Competitive Events FBLA Middle Level Recognition Program at a GlanceCOMPETITIVE RECOGNITION (State
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Step up to form is a document used to report changes in ownership or basis of assets after the death of the original owner.
The executor or administrator of the deceased individual's estate is required to file step up to form.
Step up to form can be filled out by providing information about the deceased individual, the assets involved, and the new owner or basis.
The purpose of step up to form is to ensure that the cost basis of inherited assets is properly adjusted to reflect their value at the time of the original owner's death.
Information such as the value of the assets at the time of the original owner's death, any changes in ownership, and the new basis of the assets must be reported on step up to form.
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