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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Serviceman I See OMB No. 15452224separate instructions. Reporting
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01
Obtain the necessary forms from the DWS website or their office.
02
Provide your personal information, such as your name, address, and social security number.
03
Fill out the sections related to your employment history, including the names and addresses of previous employers.
04
Calculate and specify the amount of funds you wish to contribute to your DWS account.
05
Provide any additional information requested, such as bank account details for direct deposit of funds.
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Review the form for accuracy and completeness.
07
Sign and date the form.
08
Submit the completed form to the appropriate DWS office or follow the instructions for online submission.

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Individuals who are employed and want to save for retirement.
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Employers who want to provide retirement savings options for their employees.
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Individuals who want to take advantage of the tax benefits provided by DWS funds.
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DWS funds at A refers to the documentation required for reporting funds held in a designated account.
All individuals or entities holding funds in a designated account are required to file DWS funds at A.
DWS funds at A can be filled out by providing accurate information on the funds held in the designated account.
The purpose of DWS funds at A is to accurately report funds held in a designated account for compliance purposes.
Information such as the amount of funds held, source of funds, and any transactions related to the account must be reported on DWS funds at A.
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