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WORKSHEET
 

WORKSHEET
# of Years At Time of Opening Account # of Years

[ ] Options [ ] Commodities [ ] Mutual Funds

[ ] Stocks [ ] Real Estate [ ] Limited Partnerships

[ ] Bonds [ ] Oil & Gas [ ] Other


List All Brokerage Accounts in Which You Did Business Before and After Loss Occurred:

Before:


Company Name:

Account # Opened:

Date Closed:

Account Value:

Profit or (Loss):


After


Company Name:

Account # Opened:

Date Closed:

Account Value:

Profit or (Loss):


Notes:


Account Information:


Name of Account in Which Loss Occurred:


Name of Brokerage Company:

Address of Branch Office:

Account Number 1:

Account Number 2:

Account Number 3:

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