Get 8882379045 Form

The 8882379045 Form is essential for individuals seeking to adjust the cost basis for inherited shares held in Vanguard accounts. This guide will provide you with a clear and comprehensive approach to accurately completing the form online.

Follow the steps to successfully complete the 8882379045 Form online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by entering the beneficiary or transferee account owner information. Include the full name, last four digits of the Social Security number or taxpayer/employer ID number, and contact details such as street address, city, state, zip code, and phone numbers.
3. Specify your valuation date by choosing either the fair market value on the date of death or the fair market value on the alternate valuation date if elected. Only check one box.
4. If you selected the fair market value on the date of death, complete the section designated for this selection by providing details about the decedent's account number, beneficiary account number, date of death, ownership percentage, and the mutual fund or security names along with their symbols and number of shares transferred.
5. If you opted for the alternate valuation date, complete the respective section detailing the alternate valuation for each inherited security. Include the required account number, date of death, ownership percentage, alternate valuation amounts, and dates.
6. Sign the form in the authorization section, ensuring all signers agree to the terms outlined regarding the accuracy of information provided. Include the signature of the current account owner, joint account owner, and authorized estate representative as applicable.
7. Review all the information provided for accuracy before saving your changes. You can now download the form, print it, or share it as needed, and make sure to keep a copy for your records.

Start filling out your 8882379045 Form online today to ensure your cost basis adjustments are processed efficiently.