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LEAVE THE EVALUATING TO US!
Outsourcing with EVP
RELATED LINKS: FEE SCHEDULE

EVP Systems' Outsourcing Department is happy to process any estate you'd like to send to us. We can provide Form 706-ready Date of Death and Alternate Date evaluations, as well as appraisal and distribution reports -- just fill out the form below and we'll get to work. For a list of what we charge, please see our fee schedule.
Client Information
Please enter your name, company, address, e-mail and phone number.

Account Code (If Known):

Name:

Company:

Address:


City:

State:

ZIP:

Phone:

FAX:

E-Mail:

Estate Information
Please enter the decedent's name and the report title.

Decedent's Name:

Report Title:

Report Type
There are several different reports that you can request from EVP Systems, each tailored to specific needs. Please check each report that you would like us to return to you. Be sure to fill in all the fields for the reports you select.

Estate Valuation Report
  Date-of-Death Valuation
Alternate Date Valuation
  Date-of-Death: 
Appraisal Date Report
  Appraisal Date: 
Distribution Date Report
  Distribution Date: 
CostBasis Report
  If checked, please include pricing dates for all securities.
Research
  If checked, research will be done on securities requiring it, for $4.00 each.
Return Method
Please check each method that you would like your reports returned to you by.

Federal Express
  There is a $15.00 charge per FedEx'd report.
FAX
  There is a $10.00 charge per FAXed report.
Mail
  There is no charge for mailed reports.
E-Mail
  There is no charge for e-mailed portfolio files.
Turnaround Time
EVP Systems is able to process special requests on an expedited basis. Please check the desired turnaround time.

0 - 1 Day
  For 0 - 1 Day turnaround, CUSIP numbers must be provided for all securities!
2 - 3 Day
Securities
In the space below, please enter all securities to be evaluated. If possible, please include CUSIP numbers for each. If CUSIP numbers are not available, please include all available information about a security, including (for example) issue and maturity date, and rate. If you have requested a Cost Basis Report, include pricing dates for each security.