Report of Organizational Actions Form 8937 OMB No. 1545-2224 (December 2011) Affecting Basis of Securities Department of the Treasury ▶ See separate instructions. Internal Revenue Service Part I Reporting Issuer 1 Issuer's name 2 Issuer's employer identification number (EIN) 3 Name of contact for additional information 4 Telephone No. of contact 5 Email address of contact 6 Number and street (or P.O. box if mail is not delivered to street address) of contact 7 City, town, or post office, state, and Zip code of contact 8 Date of action 9 Classification and description 10 CUSIP number 11 Serial number(s) 12 Ticker symbol 13 Account number(s) Part II Organizational Action Attach additional statements if needed. See back of form for additional questions. 14 Describe the organizational action and, if applicable, the date of the action or the date against which shareholders' ownership is measured for the action ▶ 15 Describe the quantitative effect of the organizational action on the basis of the security in the hands of a U.S. taxpayer as an adjustment per share or as a percentage of old basis ▶ 16 Describe the calculation of the change in basis and the data that supports the calculation, such as the market values of securities and the valuation dates ▶ For Paperwork Reduction Act Notice, see the separate Instructions. Cat. No. 37752P Form 8937 (12-2011) |
Form 8937 (Rev. 12-2011) Page 2 Part II Organizational Action (continued) 17 List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is based ▶ 18 Can any resulting loss be recognized? ▶ 19 Provide any other information necessary to implement the adjustment, such as the reportable tax year ▶ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. Sign Here Signature ▶ Date ▶ Print your name ▶ Title ▶ Print/Type preparer’s name Preparer's signature Date Paid Check if PTIN self-employed Preparer Use Only Firm’s name ▶ Firm's EIN ▶ Firm's address ▶ Phone no. Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054 |