ALLETE Cost Basis Information Request Form

Effective January 2011, changes in IRS cost basis reporting rules require transfer agents and brokers to provide shareholders with actual cost basis information. The new requirements are designed to help capture accurate reporting of shareholders' gains and losses at tax time. However, the IRS rule only applies to shares purchased through direct stock purchase plans after January 1, 2011. These shares are referred to as "covered" shares. When you sell "covered" shares, your cost basis information will be reported on Form 1099-B. Shares purchased pre-2011, are referred to as "uncovered" shares. To calculate the cost basis for "uncovered" shares, you will need to refer to your Account Summaries.

You can request your pre-2011 account summaries by filling out and submitting the form below.

1. Account Number *This question is required.

2. Account Registration *This question is required.

3. Mailing Address (address you would like information sent to) *This question is required.

4. Phone Number *This question is required.

Stock Purchase Information

5. Estimated Date of First Stock Purchase This question requires a valid date format of MM/DD/YYYY.

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7. If you indicated your shares were inherited, what is the date of death for the decedent that you received the stock from? *This question is required. This question requires a valid date format of MM/DD/YYYY.

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7. Additional Comments or Requests