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8937Form
(December 2017)
Department of the Treasury
Internal Revenue Serviceman Report of Organizational Actions
Affecting Basis of Securities
a See OMB No. 15450123separate instructions. Reporting
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How to fill out common stock and series

How to fill out common stock and series
01
Step 1: Start by gathering the necessary information such as the company's name, stock symbol, and the type of stock being issued (common stock or series).
02
Step 2: Fill out the corresponding sections for each type of stock. For common stock, include details such as the number of shares being issued, the par value per share, and any voting rights associated with the stock. For series stock, include information specific to that series, such as the series designation, the number of authorized shares, and any preferences or rights attached to the series.
03
Step 3: Provide any additional required information, such as the purpose of the stock issuance and any relevant dates.
04
Step 4: Review the completed forms for accuracy and completeness.
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Step 5: Submit the filled-out forms to the appropriate regulatory authorities or stock exchange, following their specific filing guidelines and procedures.
Who needs common stock and series?
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Companies looking to raise capital through the sale of ownership interests may need common stock and series.
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Investors who want to purchase ownership shares in a company may also be interested in common stock and series offerings.
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Venture capitalists, private equity firms, and other institutional investors often seek common stock and series to fund startups or support growth and expansion.
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Founders and early employees of a company may receive common stock and series as part of their compensation or incentive packages.
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Existing shareholders may require additional common stock or series for various reasons, such as stock splits, stock dividends, or stock option exercises.
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What is common stock and series?
Common stock refers to shares of ownership in a company that give shareholders voting rights and a share of the profits. Series refers to different classes of common stock that may have different rights and privileges.
Who is required to file common stock and series?
Companies that issue common stock and series are required to file information about them with regulatory authorities.
How to fill out common stock and series?
Common stock and series information can be filled out on forms provided by regulatory authorities, detailing the rights, privileges, and number of shares issued.
What is the purpose of common stock and series?
The purpose of common stock and series is to provide ownership and voting rights to shareholders, as well as a way for companies to raise capital.
What information must be reported on common stock and series?
Information such as the number of shares issued, voting rights, dividends, and any special privileges of each series must be reported on common stock and series.
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