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

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

Follow the manual standard formatting guidelines, review the field descriptions, and follow the best practices available in the Manual Cost Basis Template Rules and Best Practice Guide before accessing and using the Manual Cost Basis Transfer Statement template available in Microsoft Excel format. To view a sample of the fields, see the Manual Transfer Statement Example.

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