Get Case Analysis Report Submission Form - Nacva.com

Completing the Case Analysis Report Submission Form - NACVA.com is a straightforward process designed to help you submit your valuation reports effectively. This guide provides step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to submit your Case Analysis Report online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the name of the member submitting the report in the designated field. Ensure that the name is correctly spelled and formatted.
3. If different from the member, provide the name of the person or firm to whom the royalty should be paid. This information is essential for royalty processing.
4. Fill in the TIN of the royalty recipient in the optional field, if applicable. This step helps in accurate financial reporting.
5. Input the mailing address of the royalty recipient. This address should be complete and accurate to avoid any distribution issues.
6. In the 'Description of Report' section, begin by entering the title of the report clearly.
7. Specify the purpose of the report (e.g., Divorce, Litigation, Estate or Gift) in the next field. Clearly indicate the report's application.
8. Describe the type of business related to the report, including industry, number of locations, and specialties.
9. Provide the NAICS code relevant to the business for classification purposes.
10. Identify the entity being valued (e.g., S-Corp, C-Corp) and the interest being valued, indicating specifics like minority interests if applicable.
11. Specify the standard of value that applies to your valuation, such as Fair Market Value or Fair Value.
12. Enter the primary methodology used to ascertain value, such as Market Approach or Income Approach.
13. Indicate the type of valuation report you are submitting by checking the relevant box (Detailed, Summary, Calculation, Other).
14. Provide the SIC code, if applicable, for further classification.
15. In the 'Other Information' section, check the applicable boxes regarding report submission methods and permissions for NACVA to use your report.
16. Once all fields are completed, review your entries for accuracy and completeness.
17. Save changes to the form, and choose to download, print, or share it as needed.

Complete your Case Analysis Report Submission Form online today to ensure a smooth submission process.