ad4a1806_Next_Generation_Trust_Services__Description
[Form] Fair Market Valuation Form [Description] 
Use this form to report changes to the fair market value of assets held in your account. Each account holder is responsible for providing an annual report of the fair market value of all account assets to Next Generation. This form may also be needed when performing a Roth conversion of assets, or if taking a distribution of assets in-kind. This form must be submitted with supporting documents. (Fax/Scan Accepted)
Next Generation Trust Services forms for new accounts and transactions and changes | Next Generation Trust Services
Description