Form 8883 - Asset Allocation Statement

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8883
Asset Allocation Statement
Form
Under Section 338
OMB No. 1545-1806
(December 2008)
Department of the Treasury
Attach to your income tax return.
See separate instructions.
Internal Revenue Service
Part I
Filer’s Identifying Information
1a
Name as shown on return
1b
Identifying number as shown on return
1c
Check applicable box (see instructions):
1d
Was a valid and timely Form 8023 filed?
Yes
No
Old target
New target
If yes, enter the date filed
Part II
Other Party’s Identifying Information
2a Name of other party to the transaction
2b
Other party’s identifying number
Address (number, street, and room or suite no.)
City or town, state, and ZIP code
Part III
Target Corporation’s Identifying Information
3a Name and address of target corporation
3b
Employer identification number
3c State or country of incorporation
Part IV
General Information
4a Acquisition date
4b What percentage of target corporation stock was
purchased:
(i)
During the 12-month acquisition period?
%
(ii)
On the acquisition date?
%
5a Stock price
5b Acquisition costs/Selling costs
5c Target liabilities
5d AGUB/ADSP
$
$
$
$
Yes No
6
Was the filer listed in Part I, above, a member of an affiliated group of corporations before the acquisition date?
7
Was the target corporation a member of an affiliated group before the acquisition date?
8
Is the target corporation or any target affiliate:
a A controlled foreign corporation? If “No,” check here if it was a CFC at any time during the preceding 5 years
b A foreign corporation with income, gain, or loss effectively connected with the conduct of a trade or business within
the United States (including U.S. real property interests)?
c A qualifying foreign target under Regulations section 1.338-2(e)(1)(iii)?
d
A corporation electing under section 1504(d) or section 953(d)?
e
A domestic international sales corporation (DISC)?
f
A passive foreign investment company (PFIC)?
g
If the answer to item 8f is “Yes,” is the PFIC a pedigreed qualified electing fund?
8883
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 33707Y
Form
(12-2008)

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