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UIT Tax Center

First Trust Portfolios L.P.
120 E. Liberty Drive
Suite 400
Wheaton, Il 60187
630.765.8000
1.800.621.1675
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First Trust does not provide tax advice. Every effort is made to ensure the accuracy and completeness of the data provided; however, we do not guarantee its accuracy or completeness and it should not be relied upon for tax, legal, or accounting purposes. Please consult with your tax, legal, or accounting advisor with regard to your particular circumstances.

Certain information contained in the UIT Tax Center section of the website was provided by the Trustee to the First Trust Product line of Unit Investment Trusts. To the full extent permissible by applicable law, First Trust Portfolios L.P. and its affiliates make no representations and disclaim all express, implied and statutory warranties of any kind to the user or any third party including warranties as to accuracy, timeliness, completeness, merchantability or fitness for a particular purpose, with all information contained on this site provided "as is". These materials are provided with the understanding that they are for informational purposes only and do not constitute tax, accounting or legal advice. The recipients of this data must consult with their own tax, accounting or legal adviser with regard to their particular circumstances.

Form 8937 - Report of Organizational Actions Affecting Basis of Securities
 
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The Bank of New York Mellon, in its capacity as the Trustee, has prepared the information contained in IRS Form 8937 above in accordance with its duties, obligations and standard of care as set forth in the Trust Agreement.

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The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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