Get the free Cost Basis Change Request Form - Pear Tree Funds

Cost Basis: Change Request Form Use this form to choose or update the cost basis method on your accounts. Do not use this form for retirement accounts or accounts that are exempt from Form 1099B reporting.

How to fill out cost basis change request

How to fill out a cost basis change request:

1. Obtain the necessary forms: Contact your financial institution or brokerage firm to request the specific forms needed to initiate a cost basis change request. They may provide the forms online or can mail them to you upon request.
2. Fill in your personal information: Start by providing your personal details, such as your name, address, phone number, and account number. This information helps the financial institution identify you and your account accurately.
3. Indicate the reason for the change: Specify the reason for the cost basis change request. This could be due to a corporate action, such as a merger, stock split, or dividend reinvestment, or an error in the original reporting of your cost basis.
4. Provide supporting documentation: Depending on the reason for the change, you may need to include supporting documents. For example, if the request is due to an error, you might need to provide trade confirmations or other evidence to support your claim.
5. Specify the affected transactions: List the specific securities or transactions for which you are requesting a cost basis change. Include details such as the security name, symbol or CUSIP number, the original cost basis reported, and the correct cost basis you believe it should be.
6. Sign and date the form: Once you have completed all the necessary sections, sign and date the form. This attests that the information provided is accurate to the best of your knowledge.
7. Submit the form: Return the completed form to your financial institution or brokerage firm. They may provide instructions on where to send the form or allow you to submit it electronically through their online portal.

Who needs a cost basis change request?

Individuals who need a cost basis change request are typically investors who have discovered incorrect or incomplete cost basis information associated with their investments. This can occur due to a range of reasons, such as errors in reporting, changes in corporate actions, or even mistakes made during the initial input of data. In order to ensure accurate records and reporting, investors should submit a cost basis change request to their financial institution or brokerage firm when they identify discrepancies in the reported cost basis.

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What is cost basis change request?

A cost basis change request is a formal request made to change the original cost basis of an asset or investment.

Who is required to file cost basis change request?

Individuals or entities who need to update or correct the cost basis of an asset or investment are required to file a cost basis change request.

How to fill out cost basis change request?

To fill out a cost basis change request, one typically needs to provide details about the asset or investment, the original cost basis, the corrected cost basis, and the reason for the change.

What is the purpose of cost basis change request?

The purpose of a cost basis change request is to ensure accurate reporting of capital gains or losses when filing taxes or selling the asset.

What information must be reported on cost basis change request?

Information required on a cost basis change request typically includes details about the asset or investment, original cost basis, corrected cost basis, and reason for the change.