721 UPREIT PROS | CASH OR REINVESTMENT ELECTION WORKSHEET
Educational only, not tax, legal or investment advice.
Keep account numbers and completed documents private.

1. Exact issuer, interest, class and registered owner:
2. Current governing documents and plan version:
3. Current election and evidence (do not assume a default):
4. Permitted choices, including whether partial reinvestment is available:
5. Security purchased, price method, fees and new lot dates:
6. Request deadline, acceptance date and first affected payment:
7. Estimated payment, household spending, tax reserve and other cash sources:
8. Stress test: payment reduced 25%, then zero. Remaining cash shortfall:
9. Existing lots: redemption terms and any holding-period treatment:
10. First statement: gross payment, deductions, cash, reinvestment, price, quantity:
11. Tax documents and basis records to preserve:
12. Unresolved question, responsible person and follow-up date:

A request is not acceptance. A cash election is not a principal withdrawal.
No promised payment, liquidity, tax result or investment return.