Completion of the Cost Basis Election Form Tutorial

How To Fill In The Cost Basis Election Form

The link below is a tutorial on the different sections of the election form with explanations on completion of the form. When you click on the icon below, an image of the election form will appear. When you place your cursor on certain sections of the form, a detailed explanation will appear about that particular section.

Cost Basis Election Form


Please note that the audio feature included in the tutorials has been disabled.


How to Complete the W-9 Form (for Corporate Accounts only)

The link below is a tutorial on the W-9 form with explanations on completion of the form. When you click on the icon below, an image of the W-9 form will appear. When you place your cursor on certain sections of the form, a detailed explanation will appear about that particular section.

W-9 Form


Please note that the audio feature included in the tutorials has been disabled.