Get the free Cost Basis Change Form - Davis Funds

Cost Basis Change Form When complete please return to State Street Bank & Trust Co., C/O Davis Funds, P.O. Box 8406, Boston, MA 022668406. For overnight mail: State Street Bank & Trust Co., C/O Davis

How to fill out cost basis change form

How to fill out cost basis change form:

1. Start by obtaining the cost basis change form from your financial institution or brokerage firm. This form is typically used when you need to update or correct the cost basis information for a specific investment.
2. Read the instructions provided with the form carefully to understand the information and documentation required to complete the form accurately. The instructions will guide you through the necessary steps and provide important details about the process.
3. Begin filling out the form by entering your personal information, such as your name, address, and account number. Make sure to double-check the accuracy of this information to avoid any potential errors.
4. Next, identify the specific investment for which you are requesting a cost basis change. Provide the details of the investment, such as the ticker symbol, description, and quantity. If you have multiple investments requiring cost basis changes, you may need to complete separate forms for each.
5. Indicate the reason for the cost basis change. This might include situations like a stock split, merger, or a correction of previously reported incorrect cost basis information. Be clear and concise in explaining the reason to ensure accurate processing.
6. Attach any supporting documents that may be required for the cost basis change. This could include statements, trade confirmations, or other relevant documentation that supports your request for the change. Ensure that you make copies of these documents for your own records.
7. Review the completed form thoroughly before submitting it. Check for any missing information, errors, or inconsistencies. This will help to avoid delays or potential rejections of your request.
8. Once you are satisfied with the form, submit it to your financial institution or brokerage firm according to their instructions. You may need to mail it, fax it, or submit it electronically through their online portal.
9. Keep copies of the completed form and any supporting documents for your records. This will serve as proof of your request and help you track the progress of your cost basis change.
10. Follow up with your financial institution or brokerage firm if you have not received any confirmation or updates regarding your cost basis change request within a reasonable timeframe.

Who needs cost basis change form?

1. Investors who need to update or correct the cost basis information for a specific investment would require a cost basis change form.
2. Individuals who have experienced stock splits, mergers, or other events affecting the original cost basis of their investments would need to fill out this form.
3. Those who have identified errors or discrepancies in the previously reported cost basis information for their investments would also benefit from using a cost basis change form.

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What is cost basis change form?

The cost basis change form is a document used to report changes in the original cost basis of an asset or investment.

Who is required to file cost basis change form?

Individuals or entities who have made changes to the cost basis of an asset or investment are required to file the cost basis change form.

How to fill out cost basis change form?

To fill out the cost basis change form, one must provide accurate information about the original cost basis, the changes made, and the reason for the change.

What is the purpose of cost basis change form?

The purpose of the cost basis change form is to ensure accurate reporting of the cost basis of assets or investments for tax purposes.

What information must be reported on cost basis change form?

The cost basis change form must include details about the original cost basis, the changes made, the reason for the change, and any supporting documentation.