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The latest edition of ICI’s flagship publication shares a wealth of research and data on trends in the investment company industry.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
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The Emerging.
Stay informed of the policy priorities ICI champions on behalf of the asset management industry and individual investors.
Explore research from ICI’s experts on industry-related developments, trends, and policy issues.
Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.
Read ICI’s latest publications, press releases, statements, and blog posts.
See ICI’s upcoming and past events.
[33112]
February 17, 2021 TO: Tax Committee RE: For Your Review: DRAFT Letter Re: IRS Form SS-4 Responsible Party Requirements
Attached for your review are draft Investment Company Institute recommendations to improve Internal Revenue Service (IRS) Form SS-4, Application for Employer Identification Number (EIN). Specifically, we recommend that a “responsible person” requesting an EIN for a regulated investment company (RIC) or other entity be permitted to provide his or her Preparer Tax Identification Number (PTIN) rather than his or her social security number (SSN).
Please provide any comments to this draft to Katie Sunderland (katie.sunderland@ici.org) by Friday, February 26. This draft will also be discussed on the Committee call on Thursday, February 18.
Katie Sunderland
Assistant General Counsel
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