UIT Tax Information

Form 8937 - Report of Organizational Actions Affecting Basis of Securities

The Bank of New York Mellon, in its capacity as Trustee, has prepared the information contained in IRS Form 8937 below in accordance with its duties, obligations and standard of care as set forth in the Trust Agreement.


Download Form 8937:

Contact the Unit Investment Shareholder Division

For more information about IRS Form 8937, contact us by phone: +1 866 568 8985.