Step-Up Cost Basis to Date of Death Request Form-TDA 1120 - TD Ameritrade

Step-Up Cost Basis to Date of Death Request Form. 1 2. Decedent's Information. Date of Death Valuation Method. a. Decedent’s Name: b. Decedent’s Account Number: c. Date of death (DOD): *TDA10024* Use this form to request a step-up in cost basis for securities that have been transferred or otherwise distributed to you by a decedent. ................
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