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Cost Basis Accounting MethodElection FormQuestions8002215672 Cost Basis Accounting MethodElection FormQuestions8002215672

Cost Basis Accounting MethodElection FormQuestions8002215672 - PDF document

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Uploaded On 2021-06-16

Cost Basis Accounting MethodElection FormQuestions8002215672 - PPT Presentation

Or visit our website atwwwalliancebernsteincomFor literature call8002274618 Investment Products Offered Are Use this form toelectcost basis accounting methods for your existingB eligible Allia ID: 843236

account firstout cost method firstout account method cost secondary lot specific identification lgut gain highcost average hifo slid lofo

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1 Cost Basis Accounting MethodElection For
Cost Basis Accounting MethodElection FormQuestions?800.221.5672 Or visit our website at:www.alliancebernstein.comFor literature call:800.227.4618 Investment Products Offered Are Use this form toelectcost basis accounting methods for your existingB eligible AllianceBernstein fund account(s). Owner/Account Title (as listed on your quarterly statement) CityStateZip Code Is this an address change? Yes Daytime Phone Number Account Number(s) Continued on other side Page 2 of 2 | AllianceBernstein Cost Basis Accounting Method Election Form Cost Basis Electionou may chooseone cost basisaccountingmethodapply to all funds held within youraccount(s) or apply different method to each fundPleaserefer to your quarterly account statement for a list of all fundand account numbers. NOTEIf Specific Lot Identification is chosen, a secondary reporting method must be electedin the event the lots you selectfor a transaction are not available or ifhave a systematic withdrawal planon your account(s)Chose one option from the two below.I choose ONE cost basisreportingmethod other than Average Cost, the AllianceBernstein Funds default)to be applied to all the funds held within my account(s)listed in Section 1I choose to apply the following cost basisaccountingmethods to the followingfund account(s). Use a separate sheet if necessary. Fund NumberAccount NumberCost Basis Accounting Method (checkone)    

2  
  SignatureBy signing below, you certify that you are eligible to engage in the cost basisaccountingmethod elections requested on this form and that you have capacity to acton the account(s). Account Owner Signature (for an entity account, please indicate capacity of signer)Dat FirstIn FirstOut (FIFO)HighCost FirstOut (HIFO)Loss/Gain Utilization (LGUT) LastIn FirstOut (LIFO)LowCost FirstOut (LOFO)Specific Lot Identification (SLID)* *Secondary Method Average CostLowCost FirstOut (LOFO)FirstIn FirstOut (FIFO)Loss/Gain Utilization (LGUT)LastIn FirstOut (LIFO)Specific Lot Identification (SLID)*HighCost FirstOut (HIFO) *Secondary Method________ Average CostLowCost FirstOut (LOFO)FirstIn FirstOut (FIFLoss/Gain Utilization (LGUT)LastIn FirstOut (LIFO)Specific Lot Identification (SLID)*HighCost FirstOut (HIFO) *Secondary Method________ Average CostLowCost FirstOut (LOFO) FirIn FirstOut (FIFO)Loss/Gain Utilization (LGUT)LastIn FirstOut (LIFO)Specific Lot Identification (SLID)*HighCost FirstOut (HIFO) *Secondary Method________ Average CostLowCostFirstOut (LOFO)FirstIn FirstOut (FIFO)Loss/Gain Utilization (LGUT)LastIn FirstOut (LIFO)Specific Lot Identification (SLID)*HighCost FirstOut (HIFO) *Secondary Method________ Average CostLowCost FirstOut (LOFO)FirstIn FirstOut (FIFO)Loss/Gain Utilization (LGUT)LastIn FirstOut (LIFO)Specific Lot Identification (SLID)*HighCost FirstOut (HIFO) *Secondary Method________ n n n