IRS Form 8937, Report of Organizational Actions Affecting Basis of Securities
Issuers of investment company securities are now required to complete Internal Revenue Service (IRS) Form 8937 in
order to report organizational actions that affect the basis of those securities. These actions include tax-free
reorganizations and nontaxable distributions that affect the basis of the securities involved in the organizational
The following funds engaged in the following organizational actions affecting the basis of fund shares:
Information does not constitute tax, legal, or accounting advice. Advice (if any) related to federal taxes that is shown above is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Individuals should seek advice based on their own particular circumstances from an independent tax advisor.