STOCK MERGER CALCULATOR
Account or Owner Name (optional)
Enter your data separately for each tax lot (i.e. purchase date):
1. Name of original stock
Select One
360 (degrees) Communications Co-XO
Accord Networks Ltd-ACCD
Addington Resources Inc-ADDR
Adforce Inc-ADFC
ADT Limited/Bermuda-ADT
Advanced Digital Information Corp-ADIC
AFC Cable Systems Inc-AFCX
Agere Systems Inc-AGR
Albemarle First Bank (VA)-AFBK-no election
Albemarle First Bank (VA)-AFBK-stock election
Alberta Energy Co Ltd-AEC
Alcon Inc-ACL-minority shareholders
Allegheny Energy Inc-AYE
Allegiance Corp-AEH
Allied Bankshares Inc/Thomson GA-ABGA
Allied Capital Corp(new)-ALD
Allied Capital Corp(old)-ALLC-4-way merger
Allied Capital Corp II-ALII-4-way merger
Allied Capital Commercial Corp-ALCC-4-way merger
Allied Capital Advisers Inc-ALLA-4-way merger
Allied Waste Industries-AW
Alteon WebSystems-ATON
Ambassador Bank of the Commonwealth/Allentown PA-ABPA
American Bancorp of New Jersey/Bloomfield NJ-ABNJ-stock election
American Bancorp of New Jersey/Bloomfield NJ-ABNJ-no election
American Federal Bank FSB/Greenville SC-AMFB
American Financial Holdings Inc/New Britain CT-AMFH-stock election
American Financial Holdings Inc/New Britain CT-AMFH-no election
American National Bancorp Inc/Baltimore MD-ANBK-stock election
American Recreation Co Hldgs Inc-AMRE
American Stores Co-ASC
Americonnect Inc-AMCT
Amoco-AN(1)
AMP Inc-AMP
AmREIT-AMYRZ
AmSouth Bancorporation-ASO
Anchor Bancorp Inc (NY)-ABKR
Apollo Gold Corp common-AGT
Arbor Drugs Inc-ARBR
Area Bancshares Corp (KY)-AREA
Associates First Capital Corp-AFS
Astra AB-ABB
AT&T Corp-T(1)
Athena Neurosciences Inc-ATHN
Atlantic Bancgroup Inc/Jacksonville Beach FL-ATBC
Atlantic Realty Trust-ATLRS
Atlantic Richfield Co(ARCO)-ARC
Atlas Energy Resources LLC-ATN
Aviron-AVIR
Axys Pharmaceuticals Inc-AXPH
BancFirst Ohio Corp-BFOH
BancFlorida Financial Corp/Naples FL-BFL
BancSecurity Corp/Marshalltown IA-01208634
Bankboston Corp-BKB
BankFirst Corp common/Knoxville TN-BKFR
BankFirst Corp preferred/Knoxville TN-BKFR.pfd
Banknorth Group Inc/VT-BKNG
Bank of Commerce/CA-CABC
Bank of NY Co Inc-BK
Bank of Salem/OR-BSOG
Bank One Corp-ONE
Bank South Corp-BKSO
Barrister Information Systems Corp Pfd B-BIS.B
Baxley Federal Savings Bank/Gaxley GA-BAXF
Bay Area Bancshares/Redwood City CA-BYAR
Bayonne Bancshares Inc/Bayonne NJ-FSNJ
Bay State Bancorp Inc-BYS-stock election
Bay State Bancorp Inc-BYS-no election
Bear Stearns-BSC
BellSouth Corp-BLS
Belmont Bancorp/Bridgeport OH-BLMT
Benjamin Franklin Bancorp Inc/Franklin MA-BFBC
Biochem Pharma Inc ADS-BCHE-ADS option
Biogen-BGEN
Black & Decker Corp-BDK
Blue Ridge Bank NA/Floyd VA-BLUG
BMJ Financial Corp/Bordentown NJ-BMJF
Boatmens Bancshares Inc-BOAT-stock election
Branford Savings Bank-BSBC
Bridge Street Finl Inc-OCNB-stock election
Bridge Street Finl Inc-OCNB-no election
Bridge View Bancorp/Englewood Cliffs NY-BVB-stock election
Brinks Home Security Holdings Inc-CFL-stock election
Bristol Hotel Co-BH(1)
Burlington Northern Inc-BNI(1)
Business Bancorp/San Bernardino CA-BZBC-stock election
BWC Financial Corp/Walnut Creek CA-BWCF
Cardinal Bancshares Inc/KY-CARD
Caremark Rx Inc-CK
Carolina Group-CG
Carolina National Corp/Columbia SC-CNCP-stock election
Carolina National Corp/Columbia SC-CNCP-no election
Carolina Southern Bank/Spartanburg SC-CSBK
CB&T Finl Corp-CBTF
CB Bancshares Inc/HI-CBBI-stock election
CCB Financial Corp/Durham NC-CCB
C-Cube Microsystems Inc-CUBED
Celldex Therapeutics Inc-CLDX
Cell Genesys Inc-CEGE
CENFED Financial Corp/Pasadena CA-CENF
Center Trust Inc-CTA
Centex Corp-CTX
Central and South West Corp-CSR
Central Fidelity Banks Inc/VA-CFBS
Central Jersey Financial Corp/E Brunswick NJ-CJFC
Central National Bank/Lynchburg VA-CKLV
Centrue Financial Corp/Fairview Heights IL-TRUE
Century Financial Corp/Rochester PA-CFYN
Century South Banks Inc/Alpharetta GA-CSBI
CFSB Bancorp Inc/MI-CFSB
Charter Federal Savings Bank/Bristol VA-CHFD
Chase Manhattan Corp-CMB(1)
Chase Manhattan Corp-CMB(2)
Chelsea Property Group Inc common-CPG
Chelsea Property Group Inc Ser A 8.375% Cum Pfd-CPG.A
China Netcom Group Corp ADS-CN
Chipcom Corp-CHPM
Chipotle-CMGB
Chrysler Corp-C(1)
Ciba Geigy AG ADR-CBGXY
Cinergy Corp-CIN
CIPSCO Inc-CIP
Circa Pharmaceuticals Inc-RXC
CitFed Bancorp Inc(OH)-CTZN
CIT Group Inc-CIT
Citizens Bancorp/Laurel MD-CIBC
CKS Group-CKS
Clarica Life Insurance Co/Canada-CLI(TSX)
Clearnet Communications Inc Cl A-stock election-CLNT.A
Clearnet Communications Inc Cl B-stock election-CLNT.B
Clearnet Communications Inc Cl C-stock election-CLNT.C
Clearnet Communications Inc Cl D-stock election-CLNT.D
CNB Financial Corp/Worcester MA-CFNA-stock election
CNB Financial Corp/Worcester MA-CFNA-no election
CNB Financial Corp/Canajoharie NY-CNBF
Coastal Corp common-CGP
Coastal Corp Pfd A-CGP.A
Coastal Corp Pfd B-CGP.B
Coastal Corp Pfd C-CGP.C
Coastal Financial Corp/Myrtle Beach SC-CFCP
Cohen&Steers Advantage Income Realty Fd Inc-RLF
Cohen&Steers REIT & Utility Fd Inc-RTU
Cohen&Steers Premium Income Realty Fd Inc-RPF
Cohen&Steers Worldwide Realty Income Fd Inc-RWF
Collective Bancorp Inc/Egg Harbor NJ-COFD
Colonial American Bankshares Corp/Roanoke VA-CABK
Columbia Bancorp/Columbia MD-CBMD-stock election
Columbia Bancorp/Columbia MD-CBMD-no election
Commercial Intertech-TEC-stock election
Commercial Intertech-TEC-no election
Community Bancshares Inc/Blountsville AL-COMB
Community First Banking Co/Carrollton GA-CFBC
Community National Bank/South Boston VA-CNTB
Compaq Computer Corp-CPQ
COMSYS IT Partners Inc-CITP-stock election
COMSYS IT Partners Inc-CITP-no election
Concord EFS Inc-CE
Conectiv common-CIV-stock election
Conectiv Class A common-CIV.A-stock election
Conoco Inc-COC
Constellation Bancorp/Elizabeth NJ-CSTL
Contel Corp-CTC
Continental Airlines Inc-CAL
Continental Bank/Garden City NY-COBG
Conwest Exploration Co Ltd-CEX-stock election
Copper Mountain Networks Inc-CMTN
Cornell Compnaies-CRN-stock election
COR Therapeutics Inc-CORR
Costco Wholesale Corp-COST
Countrywide Financial Corp-CFC
Crestar Financial Corp/Richmond VA-CF
SunTrust Banks Inc/Atlanta GA-STI
Crocker National Corp common/San Francisco CA-CKN
Crompton & Knowles Corp-CNK
Crop Genetics Intl-CROP
Cullinet Software Inc-CUL
Cyrix Corp-CYRX
Danvers Bancorp-DNBK
Delaware National Bankshares Corp/Georgetown DE-DENT
Del Webb Corp-WBB
Denver National Bank/Denver PA-DNBP
Deposit Guaranty Corp/Jackson MS-DEP
Discovery Bancorp-DVBC
Doubletree Corp-TREE
Drovers Bancshares Corp/York PA-DROV
Duracell-DUR
Duramed Pharmaceuticals Inc-DRMD
DutchFork Bancshares Inc/Newberry SC-DFBS-stock election
DutchFork Bancshares Inc/Newberry SC-DFBS-no election
Dynegy Inc(old)-DYN
Eagle Hardware & Garden Inc-EAGL
Eaton Vance Credit Opportunities Fd-EOE
Eclipsys Corp-ECLP
eCOST.com Inc-ECST
EdgeMark Financial Corp/Chicago IL-EDGE
Elastic Networks Inc-ELAS
Eldorado Bancshares Inc (CA)-ELBI
Embarq Corp-EQ
Encore Acquisition Co-EAC-stock election
Enterra Energy Trust-ENT
Equitable Bancorporation(MD) common-ENBC
Equitable Bancorporation(MD) Class B-ENBC.B
Equitable Bank (MD)-EQSB
Equity Oil Co-EQTY
Excel Realty Trust-XEL
Excite Inc-XCIT
Exult Inc-EXLT
F&M Bancorporation/Kaukauna WI-FMBK
F&M National Corp/Winchester VA-FMN
FCB Financial Corp/Oshkosh WI-FCBF
FCNB Corp/Frederick MD-FCNB
FedFirst Bancshares Inc/Winston Salem NC-FFBS
Fed One Bancorp Inc/Wheeling WV-FOBC
Fidelcor Inc/Philadelphia PA-FICR
Fidelity Financial Bankshares Corp/Richmond VA-FFRV
Fiduciary Trust Co Intl-FCNY
First American Corp/Nashville TN-FAM
Firstar Corp-FSR1
Firstar Corp-FSR2
First Banking Co of Southeast Georgia/Statesboro GA-FBCG
First Brandon Financial Corp/VT-FBDN-stock election
First Brands Corp-FBR
First Chester County Corp-FCEC
First Citizens BancStock Inc/Morgan City LA-FIR
First Citizens Corp/Newnan GA-FSTC
First Citizens Financial Corp/Gaithersburg MD-FCIT
First City Bank/New Britain CT-FBK-stock election prorated
First Colonial Bancshares Corp/IL-FCOLA
First Evergreen Corp/Evergreen Park IL-FIVR
First Frederick Finl Corp/Frederick MD-FFFN
FirsTier Finl Inc/Omaha NB-FRST
First-Knox Banc Corp/Mount Vernon OH-FKBC
First Liberty Financial Corp/Macon GA-FLFC
First Morris Bank & Trust/Morris Township NJ-FMJE-stock election
First Morris Bank & Trust/Morris Township NJ-FMJE-no election
First National Bancshares Inc/Bradenton FL-FBMT-stock election
First National Bancshares Inc/Bradenton FL-FBMT-no election
First National Bank/Rocky Mount VA-FNRM
First National Exchange Bank/Roanoke VA-FNEX
First of America Bank Corp/Kalamazoo MI-FOA
First Republic Bank/San Francisco CA-FRC-stock election
First Republic Bank/San Francisco CA-FRC-no election
First Savings Bank(The)/Greenville SC-FTSC
First Sentinel Bancorp Inc/Woodbridge NJ-FSLA-stock election
First Sentinel Bancorp Inc/Woodbridge NJ-FSLA-no election
FirstSpartan Financial Corp/Spartanburg SC-FSPT
First Virginia Banks Inc/Falls Church VA-FVB
First Washington FinancialCorp/Windsor NJ-FWFC
First Western Bancorp Inc/New Castle PA-FWBI
Fisher-Price-FPP
Fisher Scientific Intl Inc-FSH
FleetBoston Corp-FBF
Florida National Banks of Florida Inc/Jacksonville FL-FNBF-stock election
Florida Progress Corp-FPC-stock election
Florida Public Utilities Co-FPU
Florida Rock Industries Inc-FRK-stock election
Florida Rock Industries Inc-FRK-no election
Floware Wireless Systems Ltd-FLRE
Fluke Corp-FLK
Flycast Communications Corp-FCST
FNB Corp/Christiansburg VA-FNBP
FNB Financial Services Corp/Greensboro NC-FNBF
Foothill Independent Bancorp/Glendora CA-FOOT
Forcenergy Inc-FORC
Fortune Bancorp common/Clearwater FL-FORB-stock election
Fort Wayne Natl Corp/Fort Wayne IN-FWNC
Franklin Bancorporation Inc/Washington DC-FNBC
GA Financial Inc/Whitehall PA-GAF-stock election
GA Financial Inc/Whitehall PA-GAF-no election
Garden State Bancshares Inc/Jackson NJ-GRDN
General Re Corp-GRE-for BRK.A
General Re Corp-GRE-for BRK.B
General Surgical Innovations Inc-GSII
Genesis Lease Ltd ADS-GLS
George Mason Bankshares Inc/Fairfax VA-GMBS
Georgia Bancshares Inc/Tucker GA-GABS
GF Bancorp Inc/Germantown OH-GNPI
Glaxo Wellcome plc ADS-GLX
GLB Bancorp Inc/Mentor OH-GLBK
Gold Banc Corp Inc/Leawood KS-GLDB
Grand Premier Financial Inc/Wauconda IL-GPFI
Greater Community Bancorp/Totowa NJ-GFLS
Great Lakes Bancorp/Ann Arbor MI-GLBC
Great Lakes Bancorp Inc/Buffalo NY-GLK-no election
Great Lakes Bancorp Inc/Buffalo NY-GLK-stock election
Great Plains Software Inc-GPSI
GreenPoint Financial Corp/New York NY-GPT
GTE Corp-GTE
Gwinnett Bancshares Inc/Gwinnett County GA-GBSI
Handspring Inc common-HAND
Harleysville Natl Corp/Harleysville PA-HNBC
Harmon Industries Inc-HRMN
HBO & Co-HBOC
HealthWise of America Inc-HOAM
Heritage Federal Bancshares Inc/Kingsport TN-HFBS
H F Ahmanson & Co-AHM
HLTH Corp common-HLTH
HMO America Inc-HMO
Homeland Bankshares Corp/IA-HLND-stock election
Honeywell Inc-HON1
Icon CMT Corp-ICMT
Idec Pharmaceuticals-IDPH
Identix-IDNX
Illinova Corp-ILN
Independence Bancorp Inc/Ramsey NJ-IBNJ
InnerDyne Inc-IDYN
Integrated Alarm Services Group-IASG
Intimate Brands Inc-IBI
Investors Bank Corp common-INVS
IPALCO-IPL
Ironbound Bankcorp/Newark NJ-IBDB
Iron Mountain Inc-IRM(1)
James River Bankshares Inc/Suffolk VA-JRBK-stock election
J D Edwards & Co-JDEC-tendered with no election
J D Edwards & Co-JDEC-stock election
John Hancock Finl Services Inc-JHF
Jones Pharma Inc-JMED
JSB Financial Inc-JSB
K&G Mens Center Inc-MENS
Kent Electronics-KNT
KeyCorp-KEY
Key Production Co Inc-KP
Keystone Heritage Group Inc/Lebanon PA-KHG
Konover Property Trust Inc pfd A-KPT.A-stock election
Lafayette Bancorporation/Lafayette IN-LAYB-stock election
Lakeland First Financial Group Inc/Succasuna NJ-LLSL
Lanier Bankshares Inc/Gainesville GA-LNBS
Laurel Capital Group Inc-LARL-stock election
Laurel Capital Group Inc-LARL-no election
LCI International Inc-LCI
Ledger Capital Corp-LEDG-stock election
Legacy Bank NA/Campbell CA-LCKB
Lexar Media Inc-LEXR
Liberty National Bancorp Inc/Louisville KY-LNBC
Life Bancorp Inc/Norfolk VA-LIFB
Lifemark Corp-LMRK
Lincoln Bancorp/Plainfield IN-LNCB-stock election
Lincoln Bancorp/Plainfield IN-LNCB-no election
Lipman Electronic Engineering Ltd-LPMA-stk election
Lipman Electronic Engineering Ltd-LPMA-no election
Lomak Petroleum Inc-LOM
London Financial Corp/London OH-LONF-stock election
Long Beach Financial Corp/Orange CA-LBFC-stock election
Long Beach Financial Corp/Orange CA-LBFC-no election
Loyola Capital Corp/Baltimore MD-LOYC
LSB Bancshares Inc of South Carolina/Lexington SC-LBSC
Lucent Technologies Inc-LU
Lumera Corp-LMRA
Luminent Inc-LMNE
MacMillan Bloedel Ltd-MB
Macromedia Inc-MACR
Madison Bancshares Inc/Palm Harbor FL-MDBS-stock election
Magellan Midstream Hldgs LP-MGG
Magnum Coal Co-no symbol
Magnum Hunter Resources Inc-MHR1
Mahonig National Bancorp Inc/Youngstown OH-MGNB
Main Street Bancorp Inc/Reading PA-MBNK-stock election
Main Street Banks Inc/Kennesaw GA-MSBK
Main Street Financial Corp/Martinsville VA-MSBC
Mallinckrodt Inc-MKG
Maritime Bank & Trust/Essex CT-MTMB
Mark Twain Bancshares Inc/St Louis MO-MTB
Marshall Industries-MI-stock election
Maryland Federal Bancorp Inc/Hyattsville MD-MFSL
Mason-Dixon Bankshares Inc/Westminster MD-MSDX
Matewan BancShares Inc common/Williamson WV-MATE
Matewan BancShares Inc preferred/Williamson WV-MATE.pfd
MCB Financial Corp/San Rafael CA-MCB
McData Corp-MCDT
McLeodUSA Inc-MCLD
MCN Energy Group Inc-MCN-stock election
MECH Financial Inc/Hartford CT-MECH
Mellon Financial Corp-MEL
Melville Corp-MES
Mercantile Bancorporation Inc/St Louis MO-MTL
Merchants Bancorp Inc/Allentown PA-58844410
Merchants Bancorp Inc/Aurora IL-MBIA
Meridian Bancorp Inc/Reading PA-MRDN
Meritor Automotive Inc-MRA
Merrill Lynch-MER
MESA Inc-MXP
MFS Communications Co Inc-MFST
Metavante Technologies Inc-MV
Mid Am Inc/Bowling Green OH-MIAM
Midland Bancorporation Inc/Paramus NJ-MDLB
Mirant Corp new-MIR(2)
Mobil Corp-MOB
Modem Media Inc-MMPT
Monsanto Co-MTC
Monterey Bay Bancorp Inc/Watsonville CA-MBBC-stock election
Monterey Resources Inc-MRC
Moore Wallace Inc-MWI
Morgan Stanley Group Inc-MS
Morton International Inc-MII
Mountain National Bank/Galax VA-MNBG
msystems Ltd-FLSH
Mutual Federal Savings & Loan Assn/Elkin NC-MUTU
Mykrolis Corp/Billerica MA-MYK
NAC Re Corp-NRC
Natco Group Inc-NAT
National Bancorp of Alaska/Anchorage AK-NBAK
National City Corp/Cleveland OH-NCC
NBSC Corp/Columbia SC-NSCB
Network Solutions Inc-NSOL
New England Community Bancorp Inc/Windsor CT-NECB
New Era of Networks Inc-NEON
New Jersey National Corp/Pennington NJ-NJNB
NewMil Bancorp Inc/New Milford CT-NMIL
New Plan Realty Trust common-NPR
New Plan Realty Trust pfd A-NPR.A
Newport News Shipbuilding Inc-NNS-stock election
New York Bancorp Inc-NYB
NeXstar Pharmaceuticals Inc-NXTR
Norrell Corp-NRL-cash election
North Arkansas Bancshares Inc/Newport AR-NARK
North Bay Bancorp-NBAN
North Carolina Natural Gas Corp-NCG
North Fork Bancorporation Inc/Melville NY-NFB-stock election
NorthStar Financial Corp-NHST
North Pittsburgh Systems Inc/Gibsonia PA-NPSI-stock election
North Pittsburgh Systems Inc/Gibsonia PA-NPSI-no election
Northwest Airlines Corp-NWA
NSD Bancorp Inc/PA-NSDB
Nuevo Energy Co-NEV
Nynex Corp-NYN
Ocean Drilling&Exploration-ODECO
Ocean Energy Inc new-OEI(3)
Ocean Energy Inc former-OEI(1)
Ocean Energy Inc new-OEI(2)
Old Kent Financial Corp/Grand Rapids MI-OK
Olinkraft Inc-OLK-stock for 25% remainder
Omega Financial Corp/PA-OMEF
One Valley Bancorp Inc/Charleston WV-OV
ONI Systems-ONIS
Orbit Semiconductor Inc-ORRA
Pacific Telesis Group-PAC
PairGain Technologies Inc-PAIR
PanEnergy Corp-PEL
Parker & Parsley Petroleum Co-PDP
Patapsco Valley Bancshares Inc/Ellicott City MD-PVYB
Patrick Henry National Bank/Martinsville VA-PHNY
Patriot Bank NA/Fredericksburg VA-POKV
PECO Energy Co-PE
Peninsula Bank of San Diego-no symbol-PBSD
PennFed Financial Services Inc/West Orange NJ-PFSB
Peoples Energy-PGL
Peoples National Bank/Danville VA-PNVB
Petro-Canada-PCZ
Pharmacia Corp-PHA
Pharmacia Corp Series C Cnv Pfd-PHA.C
Pharmacia & Upjohn-PNU
Phillips Petroleum Co-P
Phoenix Network-PHX
Piedmont Bancorp Inc/Hillsborough NC-PDB
Pinnacle Banc Group Inc/Oakbrook IL-PINN
Pixar-PIXR
Pizza Hut Inc-PIZ
Plant Genetics Inc-PGEN
PMC Capital Corp-PMACA
Pocahantas Bancorp Inc/Jonesboro AR-PFSL
Pogo Producing Co-PPP-stock election
Pogo Producing Co-PPP-no election
Potomac Electric Power Co-POM
Powersoft Corp-PWRS
Premier Bancorp Inc/Doylestown PA-PPA
Premier Bancshares Inc common/Atlanta GA-PMB
Premier Bancshares Inc preferred/Atlanta GA-PMB.pfd
Price Club(The)-PCLB
Professional Business Bank/Pasadena CA-PBBK-stock election
Professional Business Bank/Pasadena CA-PBBK-no election
Promus Hotel Corp-PRH-stock election
Promus Hotel Corp-PRH-no election made
Prospect Bancshares Inc/Worthington OH-PRSP-stock election
Provident Bankshares Corp/Baltimore MD-PBKS
Public Storage Inc-8.25% Cum Cnv Pfd-PSA.ccp-mandatory exchange
Quality Mills Inc-QLTY-stock option
Quaker Oats Co-OAT
Quest Energy Partners LP-QELP
Quest Resource Corp-QRCP
Qwest Communications-Q
Rainbow Media Group-RMG
Rainbow Technologies Inc-RNBO
Ralston-Continental Baking Group-CBG
Raptor Pharmaceuticals Corp(old)-RPTP
Raychem Corp-RYC-stock election
Regency Bancshares Inc/Hickory NC-RBSI
Regional Acceptance Corp/Greenville NC-REGA
Regions Financial Corp/Montgomery AL-RF
Reliance Bancorp Inc/Garden City NY-RELY
Reliant Energy Inc-REI
Resource Bankshares Corp/Virginia Beach VA-RBKV
Revco DS Inc-RXR
Reynolds Metals Co-RLM
RHNB Corp/Rock Hill SC-RHNB
Richmond County Financial Corp/Staten Island NY-RCBK
Rock Financial Corp/N Plainfield NJ-RFIN
Roslyn Bancorp Inc/Jericho NY-RSLN
Royce Laboratories Inc-RLAB
RP Scherer-SHR
Rubbermaid Inc-RBD
Sadia SA ADS-SAD
Sandoz AG ADR-SDOZY
Santa Fe Pacific Corp-SFX
Santa Monica Bank-SMO-stock election
Savoir Technology Grp Inc common-SVTG
Savoir Technology Grp Inc Pfd Ser A-SVTG.A
Schein Pharmaceuticals Inc-SHP
Scott & Stringfellow Financial Inc/Richmond VA-SCOT
Scott Paper Co-SPP
Scott Technologies Inc-SCTT
Scripps Financial Corp/San Diego CA-SLJ
SDL Inc-SDLI
Seacoast Financial Services Corp-SCFS-stock election
Seacoast Financial Services Corp-SCFS-no election
Security Banc Corp/Springfield OH-STYB
Second Bancorp In/Warren OH-SECD
Security Bank Corp/Manassas VA-SBCM
Security Financial Group Inc/St Cloud MN-SFGI
Sensormatic Electronics Corp-SRM
Shenandoah National Bank/Staunton VA-SDOH
Shore Financial Corp/Onley VA-SHBK-stock election
Shoreline Financial Corp/Benton Harbor MI-SLFC
Shrewsbury Bancorp/Monmouth County NJ-SHRW-stock election
Shurgard Storage Centers Inc-SHU
SierraWest Bancorp/Truckee CA-SWBS
Signet Banking Corp-SBK
Skylands Financial Corp/Hackettstown NJ-SKCB
Slades Ferry Bancorp/Somerset MA-SFBC-stock election
Slades Ferry Bancorp/Somerset MA-SFBC-no election
Smith International Inc-SII
SmithKline Beecham plc ADS-SBH
Snyder Oil corp-SNY
Software.Com Inc-SWCM
Sonat Inc-SNT
SouthTrust Corp/Birmingham AL-SOTR
Sovereign Bancorp Inc/Philadelphia PA-SOV
SpectraSite Inc-SSI
Squibb Corp-SQB
Star Banc Corp-STB
State Financial Services Corp/Hales Corners WI-SFSW
Statewide Financial Corp/NJ-SFIN-stock election
SterlingSouth Bank & Trust Co/Greensboro NC-SSBT
Summit Bancorporation (The)/Chatham NJ-SUBN
Summit Bancorp/Princeton NJ-SUB
SunCoast Bancorp Inc/Sarasota FL-SUNB-stock election
Sunwest Financial Services Inc/Albuquerque NM-SFSI
Surgical Care Affiliates Inc-SCA
SVB Financial Services Inc/Somerville NJ-SVBF-stock election
Switch & Data Facilities Co Inc-SDXC-stock election
Symyx Technologies Inc-SMMX
Synergy Financial Group Inc/Cranford NJ-SYNF
Tenneco Inc(old)-TEN
TALX Corp-TALX-stock election
TALX Corp-TALX-no election
Tenneco Inc(new)-TEN
Tenneco Inc 7.40 Pfd-TEN740
Tenneco Inc 4.50 Pfd-TEN450
Teppco Partners LP-TEP
Texaco Inc-TX
Thermo Cardiosystems Inc-TCA
Thomas Weisel Partners Group INc-TWPG
Three Rivers Bancorp Inc(PA)-TRBC-stock election
Three Rivers Finl Corp-THR
Ticketmaster Entertainment Inc-TKTM
Tidemark Bancorp Inc/Newport News VA-TDMK-stock election
Tim Hortons Inc(USA)-THI-reorg
TODCO-THE-stock election
TorreyPines Therapeutics Inc-TPTX
Tosco Corp-TOS
Trans Financial Inc-TRFI
T R Financial Corp/Garden City NY-ROSE
TriNet Corporate Realty Trust Inc-TRI
Trinity Bank/Monroe NC-TYBN-stock election
Trinity Bank/Monroe NC-TYBN-no election
Trust Company of New Jersey/Jersey City NJ-TCNJ
TRW Inc-TRW1
TSB Financial Corp/NC-TSBC-no election
TSB Financial Corp/NC-TSBC-stock election
Tularik Inc-TLRK
Tween Brands Inc-TWB
TyCom Ltd/Bermuda-TCM
Tyco Toys Inc-TTI
U B Bancshares Inc/Bucyrus OH-UBBC
uBid Inc-UBID
Uccel Corp-UCE
Union Carbide Corp-UK
Union Electric Co-UEP
Union Planters Corp-UPC
United Carolina Bancshares Corp/Whiteville NC-UCAR
United Counties Bancorporation/Cranford NJ-UCTC
United Financial Corp-UBMT
United Financial Corp of South Carolina Inc/Greenville SC-UNSA
United Meridian Corp-UMC
United States Surgical Corp-USS
United Waste Systems Inc-UWST
Unizan Finl Corp-UNIZ
Unocal Corp-UCL-stock election
US Bancorp/MN-USB
US Bancorp/OR-USB
USLD Communications Corp-USLD
US Robotics Corp-USRX
US Surgical Corp-USS
U S West Inc-USW
UUNET Technologies Inc-UUNT
Valeant Pharmaceuticals International-VRX
Varity Corp-VAT
VERITAS Software Corp-VRTS
Village Bancorp Inc/Ridgefield CT-VBNK-stock election
Virginia Capital Bancshares/Fredericksburg VA-VCAP
Virginia Commonwealth Financial Corp/Staunton VA-VCFC
Virginia Electric & Power Co-VEL
Virginia Financial Corp/Culpeper VA-VFNL
Virgin Mobile USA Inc-VM
Visio Corp-VSIO
Vons Companies Inc (The)-VON
Wachovia-WB
Waste Services Inc-WSII
Watson Wyatt Worldwide Inc-WW
Weeks Corp-WKS
Wendys Intl-WEN
Westcorp/CA-WES
Western Atlas Inc-WAI
Western Bancorp-WEBC
Western Properties Trust-WIR
West One Bancorp(Idaho)-WEST
WFS Financial Inc/CA-WFSI
W-H Energy Services Inc-WHQ-stock election
Willow Finl Bancorp/Wayne PA-WFBC
WilTel Communications Group Inc-WTEL
Windrose Medical Properties Trust-WRS
Witco Corp-WIT
Wood Bancorp Inc/Bowling Green OH-FFWD
Workmens Bancorp/Mount Airy NC-WRKB
XM Satellite Radio-XMSR
XTO Energy-XTO
Yesmail.com Inc-YESM
Zapata Corp-ZAP
ZDNet-ZDZ
Zeneca Group plc ADS-ZEN
Ziff Davis Inc-ZD
or
Enter your own data:
2. Name of new stock received in merger
3. Date of stock merger (mm/dd/yyyy)
4. Merger exchange ratio (number of new shares for each original share)
5. Tax status of merger--enter 1 if tax-free, 2 if taxable
6. Purchase date for original stock (mm/dd/yyyy)
7. Number of shares of original stock prior to merger
(no commas)
8. Total cost basis for original stock, including commissions and fees, adjusted for previous spinoffs (total, not per share)
$
(no commas)
9. Cash received in lieu of fractional shares (often denoted as CIL) (enter 0.00 if none)
$
10. If the tax status is type 2 taxable, also provide the market value per share of the new stock on the date of merger (open, average, or closing price.) Use the market value per share that the brokerage firm used to compute the taxable proceeds on your Form 1099.
$
11. Comment
12. Name of tax information statement, if available