Cost Basis ElectionForm If you have questions about completing this form, please contact our Shareholder Services Department at 888. 805. 0005. 1. Account.

 

Signature MM/DD/YY Signature if applicable MM/DD/YY Please mail completed formto: RThe Cook Bynum Fund P. O. Box 13215 Denver, CO 80201.

 

Cost Basis ElectionForm Use this form to identify the tax lot identification election you wish to apply to your Strategic Funds accounts. Changes to your.

 

and the IRS website at www. irs. gov. 1. Account Information Account Owner / Entity Name: Telephone Number Social Security / Tax Identification number: New Alternatives Fund Account.

 

Primary Method Select onlyone † Average Cost – averages the purchase price of acquired shares † First In, First Out – oldest shares are redeemed.

 

Cost Basis ElectionForm Use this form to identify the tax lot identification election you wish t o apply to your Center Coast Funds accounts. Changes.

 

COST BASIS ELECTION FORM Signature MM/DD/YY Signature if applicable The cost basis of covered shares, generally shares acquired on or after.

 

Cost Basis ElectionForm Use this form to identify the tax lot identification election you wish to apply to your SGA Funds accounts. Changes to your tax lot identification.

 

COST BASIS ELECTIONFORM This Cost Basis Election Form includes a list of the cost basis reporting methods available to you. Please.

 

This is a SAMPLE. If you require a copy of the form, please call us toll freeat 1-855400-5941.

 

Cost Basis ElectionFormAll changes owner must be present. Upon completion of any requested change, you will receive a con rmation letter. If you have.

 

COST BASIS ELECTION FORM Signature MM/DD/YY Signature if applicable MM/DD/YY Please mail completed form to: Mailing Address Overnight.

 

New IRS regulations require that we track and report cost basis to you and the IRS for shares purchased on or after January 1, 2012 “covered shares”. Consult a quali.

 

T hesis Funds Cost Basis ElectionForm Use this form to identify the tax lot identification election you wish to apply to your Thesis Funds accounts.

 

COST BASIS 1: Account Information Account Number Owner’s Name Last, First, Middle Initial Owner’s Social Security Number.

 

CALDWELL ORKIN M.

 

Cost Basis Election Form Mail to: Pearl Mutual Funds, 2610 Park Ave. , P. O. Box 209, Muscatine, IA 52761 1-866-747-9030 toll free.

 

1. Account In ormation Account Number Owner’s Name: First, Middle Initial, Last Owner’s Social Security Number SSN BirthDate Joint.

 

Oceanstone Fund Cost Basis Election Form for Regular Account For new regular account, please elect your pref erred cost.

 

This is a SAMPLE. If you require a copy of th e form, please call us toll free at 1-855-400-5941 IMPORTANT Tax Related Information ROBERT SAMPLE INTERNET.

 

1. Your Account Registration and Address For more information call 1 -800-988-8380. Mail completed form to: Allianz Global Investors Distributors LLC,.

 

New IRS regulations require that we track and report cost basis to you and the IRS for shares purchased on or after January 1, 2012 “covered shares”. Consult a quali.

 

PANEL: 8. 375 WIDE” PANEL: 8. 375 WIDE”.

 

PANEL: 8. 375 WIDE” PANEL: 8. 375 WIDE”.

 

PANEL: 8. 375 WIDE” PANEL: 8. 375 WIDE”.

 

BRIGHAM YOUNG UNIVERSITY IDAHO and Costs August 18, 2012 This summary provides important information to assist you in making decisions related.

 

PANEL: 8. 375 WIDE” PANEL: 8. 375 WIDE”.

 

Your Statement of Plan Services and Costs www. tiaa-cref. , enter your plan ID, 103755, and you ll be directed to plan and investment information. The investment options.

 

WHAT YOU NEED TO KNOW – NEW COST BASIS REPORTING REQUIREMENTS What is Changing Beginning in 2012 mutual fund companies will be required.

 

FORMCHECKBOX For additional information please use one of the following methods: call 1-855-600-4529 Monday through Friday between the hours of 8:00 AM and 6:00 PM E. T. Remember.