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Asset Statement Form

Asset Statement Form

Use a asset statement template 0 template to make your document workflow more streamlined.

Holding cash money market or CD holding securities account or asset If so what type of account or asset Bank or Financial Accounts Source of funds within account Name under which the account was held If held by an entity type of entity Date account was opened Does the account include Passive Foreign Investment Company PFIC or mutual funds Other Assets real estate artwork bullion etc* Description and Location of the Asset Purchase price and date acquired Sales price and date of disposition if...
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