GENERAL INSTRUCTIONS
WHO MUST FILE (DFK HPSOR\HU PXVW ¿OH )RUP : ZKLFK VHUYHV DV WKH WUDQVPLWWDO VWDWHPHQW IRU )RUPV : IRU
HDFK HPSOR\HH IURP ZKRP FLW\ WD[ KDV EHHQ ZLWKKHOG GXULQJ WKH \HDU )LOHUV PXVW DOVR VXEPLW FRSLHV RI )RUPV 0,6&
)RUPV : IRU HPSOR\HHV XQGHU VKRXOG EH H[FOXGHG
: 'UHVGHQ ZKLFK KDV QR PLQLPXP DJH *HQHYDRQWKH/DNH XQGHU
EXCEPT
*UDQG 5LYHU 0HGLQD DQG :HVW /LEHUW\ XQGHU
DUE DATE )HEUXDU\
REPORTING ON MAGNETIC MEDIA <RX PXVW ¿OH )RUPV : ZLWK &&$ RQ PDJQHWLF PHGLD LQVWHDG RI XVLQJ WKH SDSHU
FRS\ RI )RUPV : LI \RX ¿OH RU PRUH IRUPV ,I \RX KDYH RU PRUH )RUPV : DQG ¿OH XVLQJ PDJQHWLF PHGLD ZLWK WKH
)HGHUDO *RYHUQPHQW \RX DUH UHTXLUHG WR DOVR ¿OH RQ PDJQHWLF PHGLD ZLWK &&$ $OO HPSOR\HUV DUH UHTXLUHG WR FRPSOHWH DQG VXEPLW
D ZULWWHQ UHFRQFLOLDWLRQ : IRUP <RX PD\ EH FKDUJHG D SHQDOW\ LI \RX IDLO WR ¿OH )RUPV : RQ PDJQHWLF PHGLD ZKHQ UHTXLUHG
MAILING )RUPV : PD\ EH IRUZDUGHG LQ FRQVHFXWLYHO\ QXPEHUHG SDFNDJHV RI FRQYHQLHQW VL]H LGHQWL¿HG E\ HPSOR\HU¶V
QDPH IHGHUDO LGHQWL¿FDWLRQ QXPEHU DQG WKH QXPEHU RI SDFNDJHV WKDW ZLOO EH VHQW ,I PRUH WKDQ RQH SDFNDJH RI )RUPV : DUH
WR EH VHQW WKH\ VKDOO EH JURXSHG E\ HPSOR\PHQW FLWLHV LQ RUGHU WR H[SHGLWH WKH DXGLWLQJ RI WKH \HDUHQG UHSRUW
$OO IRUPV DQG SDFNDJHV VHQW E\ PDLO DUH UHTXLUHG WR EH VHQW )LUVW &ODVV PDLO WR : 6W &ODLU $YHQXH &OHYHODQG 2+