Twitter: @evpsys   Support: (818) 313-6300   Sales: (800) 521-4594   FAX: (818) 313-6313
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Fee Schedule: On-Line Processing via EVP Office
RELATED LINKS: FEE SCHEDULE

Announcement: EVP Systems will be changing its fees and discounts on January 1, 2019. Please click here to see the planned changes.

All EVP Systems software, including any future upgrades, is free of charge and can be downloaded from our Web site or mailed to you at any time. EVP Systems only charges based on usage, and the cost per item is listed in the schedule below.

EstateVal
Evaluation Type Domestic CMOs* Foreign*
Date of Death $2.00 $5.00 $5.00
Alternate Date $2.00 $5.00 $5.00
Distribution Date $1.00 $5.00 $4.00
Appraisal Date $0.75 $5.00 $3.75
Research per Action $0.75
 
GiftVal
Evaluation Type Domestic CMOs* Foreign*
Date of Gift $2.00 $5.00 $5.00
Appraisal $0.75 $5.00 $3.75
 
CostBasis
Evaluation Type Domestic CMOs* Foreign*
Cost Basis $1.00 $5.00 $4.00
 
CapWatch
Request Type Cost
Company Selection Free
List of Actions $0.75
Details of Action $0.75

The standard discount schedule also applies.

* Collateralized Mortgage Obligations (CMOs) have a flat $5.00 fee and Foreign Securities have a $3.00 surcharge over Domestic Security rates.