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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2017)
Department of the Treasury
Internal Revenue Serviceman Ia See OMB No. 15450123separate instructions. Reporting
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Gather the necessary documents and information such as the annaly capital's legal documents, financial statements, and ownership details.
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Identify the successor, who will be taking over the annaly capital.
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Review the existing capital structure and equity distribution to determine how the successor will be allocated shares or ownership interests.
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Keep accurate records of the succession process for future reference and compliance purposes.
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