Bank, Trust and Recordkeeper Advisory Content

  [25240] June 1, 2011 TO: BROKER/DEALER ADVISORY COMMITTEE No. 32-11 CLOSED-END INVESTMENT COMPANY MEMBERS No. 41-11 COMPLIANCE MEMBERS No. 25-11 INTERNAL SALES MANAGERS ROUNDTABLE No. 2-11 SEC RULES MEMBERS No. 62-11 SALES FORCE MARKETING COMMITTEE No. 2-11 SMALL FUNDS MEMBERS No...

  [25236] June 1, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 12-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 30-11 BROKER/DEALER ADVISORY COMMITTEE No. 31-11 OPERATIONS COMMITTEE No. 19-11 SMALL FUNDS COMMITTEE No. 22-11 TAX COMMITTEE No. 33-11 TRANSFER AGENT ADVISORY...

[25197] May 18, 2011 TO: OPERATIONS COMMITTEE No. 18-11 TRANSFER AGENT ADVISORY COMMITTEE No. 37-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 29-11 BROKER/DEALER ADVISORY COMMITTEE No. 28-11 TAX COMMITTEE No. 29-11 RE: COST BASIS REPORTING - SHAREHOLDER COMMUNICATIONS...

[25194] May 18, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 10-11 BROKER/DEALER ADVISORY COMMITTEE No. 26-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 27-11 OPERATIONS COMMITTEE No. 16-11 SMALL FUNDS COMMITTEE No. 20-11 TAX COMMITTEE No. 28-11 TRANSFER AGENT ADVISORY...

[25191] May 17, 2011 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 26-11 BROKER/DEALER ADVISORY COMMITTEE No. 25-11 CLOSED-END INVESTMENT COMPANY COMMITTEE No. 27-11 ETF ADVISORY COMMITTEE No. 33-11 EQUITY MARKETS ADVISORY COMMITTEE No. 23-11 FIXED-INCOME ADVISORY COMMITTEE...

  [25151] April 28, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 9-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 25-11 OPERATIONS COMMITTEE No. 14-11 SMALL FUNDS COMMITTEE No. 15-11 TAX COMMITTEE No. 23-11 TRANSFER AGENT ADVISORY COMMITTEE No. 29-11 RE: NEXT COST BASIS...

[25148] April 27, 2011 TO: BDAC COST BASIS REPORTING TASK FORCE No. 8-11 BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 24-11 BROKER/DEALER ADVISORY COMMITTEE No. 21-11 OPERATIONS COMMITTEE No. 13-11 TAX COMMITTEE No. 22-11 TRANSFER AGENT ADVISORY COMMITTEE No. 28-11 RE: IRS...

  [25121] April 19, 2011 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 23-11 RE: IRS EXTENDS SSN-MASKING PILOT PROGRAM TO 2011 AND 2012   Notice 2011-38 extends for two years (2011 and 2012) the two-year pilot program [1] for truncating social security numbers on paper payee...

  [25118] April 19, 2011 TO: BANK, TRUST AND RECORDKEEPER ADVISORY COMMITTEE No. 22-11 RE: BTRAC MEETING NOTICE - JUNE 15 -16, 2011   The next Bank, Trust and Recordkeeper Advisory Committee meeting will be held on Wednesday, June 15 and Thursday, June 16, 2011 at the offices of...

  COMMENTS REQUESTED [25115] April 18, 2011 TO: PENSION COMMITTEE No. 14-11 PENSION OPERATIONS ADVISORY COMMITTEE No. 10-11 TAX COMMITTEE No. 20-11 OPERATIONS COMMITTEE No. 12-11 TRANSFER AGENT ADVISORY COMMITTEE No. 25-11 PRIVACY ISSUES WORKING GROUP No. 1-11 RE: IRS EXTENDS SSN...