Securities
List
your stocks, bonds, and mutual funds here.
For
fair market value, put in the value on the date you are completing the
form and put the date next to the value. As the value changes, this
will help determine with when the stock or mutual fund was valued.
Sometimes you may not know the actual stocks but you will know the brokerage
house and the account number. Put down any information you have
that would help locate or identify the account.
