The manual transfer statement provides a template that gives you the ability to pass cost basis information in a standardized format.

To successfully use the Manual Cost Basis template:

Disclaimer: Do not use this manual transfer statement template with the Cost Basis Reporting Service (CBRS).

  1. Login to the Learning Center.
  2. Follow the best practices, review the manual standard formatting guidelines, and review the field descriptions available in Manual Cost Basis Template Rules and Best Practice Guide.
  3. Access and use the Manual Cost Basis Transfer Statement template available in Microsoft Excel format.
  4. Optionally, view a sample of the fields by checking out the Manual Transfer Statement Example.
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