TaxInfoBanner spacer
Investment Teams
Cost Basis Reporting
For shares acquired on or after January 1, 2012, you may elect a cost basis method to apply to all existing and future accounts you may establish. The cost basis method you select will determine the order in which shares are redeemed and how your cost basis information is calculated and subsequently reported to you and to the Internal Revenue Service. Please consult your tax advisor to determine which cost basis method best suits your specific situation. If you hold your account directly with the funds, please contact Nuveen Investor Services at (800) 257-8787 for instructions on how to make your election. If you hold your account with a financial intermediary, please contact that financial intermediary for instructions on how to make your election. If you hold your account directly with the funds and do not elect a cost basis method, your account will default to the average cost basis method. Financial intermediaries choose their own default method.

Original Nuveen Funds Account Access

Cost Basis Information

Mailing Address

Regular Mail:
Nuveen Investor Services
P.O. Box 8530
Boston, MA 02266-8530

Overnight or Courier Service:
Nuveen Investor Services
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809

Former First American Funds Account Access

Cost Basis Information

Mailing Address

Regular Mail:
Nuveen Investor Services
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701

Overnight or Courier Service:
Nuveen Investor Services
c/o U.S. Bancorp Fund Services, LLC
615 East Michigan Street, Third Floor
Milwaukee, WI 53202-5207