Outsourcing Order Form | Evaluation Services, Inc.

Enter the below information exactly as you would like to see it on the report.

Estate/Portfolio Name

and/or Portfolio Number

*Report Type:

Select at least one option below and provide dates where applicable. Valuation(s) to be performed:

$7.25 for each asset in each valuation.

$15.00 Minimum Charge

Estate or Gift Tax

Date of Death:

Alternate Date of Death:

Date of Gift:

Date of Distribution:

Closing Prices:

Cost Basis and Capital Changes

Corporate Action/Capital Changes with Tax Status

$13.00 Research Fee per Issue

Cost Basis Calculator

$175.00 Research Fee per Issue

Select one of the two options. Manual Transactions are optional and additional.

Regular Service 4 Business Days - Standard Rates

Next Business Day Service Double Rates

Transaction $11.90

Additional Charge per Transaction, per Report

E-mail:

E-mail in PDF Format Free (Best Option)

Email Optional Format 19.25

Choose Optional Format:

One Source

BNA

Faster

EstateWorks

E-mail in Excel Format 19.25

Mail:

Standard Mail 19.25

Overnight Courier 38.00

Fax:

Fax 19.25

FedEx:

Federal Express Using Your Account Number No Charge

FedEx Number:

Necessary Documents (Statements, Transactions, etc.):

Maximum Files: 10 | Maximum total upload size: 4MB

Drag file(s) into this box or click to upload files.

Uploading a statement of holdings is Recommended

Drop file(s) to upload

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*Service Agreement

I hereby understand I will be billed MONTH END via an EMAIL INVOICE. And I hereby understand and accept the Fee Schedule stated above.

Prices effective January 1, 2025. Prices Subject to change without notice.