Appraise Outsourcing
Appraise Outsourcing (Email/Fax/Mail) Form
This is our standard Appraise Outsourcing Order Form. Regardless of the particular request or report type you require, all orders start with this form!
Open FormOur estate tax valuation outsourcing services blend expert knowledge with our Appraise technology to provide you with IRS-compliant reports.
Simply, click on the Appraise Outsourcing (Email/Fax/Mail) Form to begin filling out your order. You can either complete it online by clicking on the Order Form button towards the top of the page or filling out our PDF form and emailing it to us. Either way, we'll return a ready-to-file report, within three to four business days or next day depending on your needs and which delivery method you choose.
Appraise Cost Basis Calculator Form
Add this form to your Appraise Outsourcing Order if you require our Cost Basis Calculation services!
Open FormIn order to process your evaluation efficiently and in a timely manner, please make sure the following minimum information is provided on/with the selected form:
- The date of valuation
- The number of shares/par value
- Security Identifiers. If CUSIP® numbers are available, they can speed up the process. If you are unable to obtain the CUSIP®, we research this information and provide it to you as part of our service.
- Return delivery information based on the return method selected
Appraise Outsourcing Fees
| Estate | |
|---|---|
| Security | $7.25 |
| Market Value (EZ-Price) | |
| Security | $7.25 |
| Research and Calculation | |
| Capital Changes | $13.00 |
| Cost Basis Calculator | $175.00 |
| Transaction | $11.90 |
| Delivery | |
| Email Optional Format | $19.25 |
| Fax | $19.25 |
| Standard Mail | $19.25 |
| Overnight Courier | $38.00 |