Use this form to assign or change the value of an asset. A fair market valuation is also required when you are taking an in-kind asset distribution or converting a Traditional IRA asset to a Roth IRA asset.
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The Fair Market Valuation Form must be signed and dated by you.
If you are using a third party to evaluate the value of an asset, the valuator must sign and date Section 5 of the form.
The form must be sent to IRAR with acceptable supporting documents.
A separate FMV form must be completed for each asset held in your account, including worthless assets.
An FMV Form is NOT required for: cash assets, publicly traded securities, and interest ONLY Notes.