Memo #
14196

REVISED ABA CONTACTS LIST FOR 2001 YEAR-END TAX REPORTING

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[14196] November 30, 2001 TO: ACCOUNTING/TREASURERS MEMBERS No. 38-01 BANK AND TRUST ADVISORY COMMITTEE No. 24-01 BROKER/DEALER ADVISORY COMMITTEE No. 30-01 OPERATIONS MEMBERS No. 29-01 TAX MEMBERS No. 31-01 TRANSFER AGENT ADVISORY COMMITTEE No. 99-01 RE: REVISED ABA CONTACTS LIST FOR 2001 YEAR-END TAX REPORTING The Institute previously distributed the contact information for persons at banks to whom regulated investment companies may send 2001 year-end tax information, as compiled by the American Bar Association (called the “2001 ABA Contacts List”).1 Attached to this memorandum is a significantly revised version of the 2001 ABA Contacts List which also is available on the Institute’s members-only internet home page at http://members.ici.org (“ICINet”).2 Deanna J. Flores Associate Counsel Attachment (in .pdf formart) Note: Not all recipients receive the attachment. To obtain a copy of the attachment, please visit our members website (http://members.ici.org) and search for memo 14196, or call the ICI Library at (202) 326-8304 and request the attachment for memo 14196. 1 See Institute Memorandum to Accounting/Treasurers Members No. 35-01, Bank and Trust Advisory Committee No. 22-01, Broker/Dealer Advisory Committee No. 26-01, Operations Members No. 25-01, Tax Members No. 28-01, and Transfer Agent Advisory Committee No. 92-01, dated November 12, 2001. 2 Those Institute members who have not been issued an ICINet password may receive one by accessing ICINet and completing the ICINet enrollment form.

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