Transfer Agent Advisory Content

[11757] March 24, 2000 TO: OPERATIONS MEMBERS No. 7-00 PENSION MEMBERS No. 19-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 21-00 TAX MEMBERS No. 12-00 TRANSFER AGENT ADVISORY COMMITTEE No. 15-00 RE: REVISED INSTITUTE SURVEY OF IRA PROTECTION IN BANKRUPTCY _____________________________...

1 See Institute Memorandum to Bank and Trust Advisory Committee No. 28-99, International Committee No. 50-99, Tax Committee No. 34-99, Transfer Agent Advisory Committee No. 75-99, and Securities Operations Subcommittee, dated November 29, 1999. [11760] March 24, 2000 TO: BANK AND...

1 See Institute Memorandum to Bank and Trust Advisory Committee No. 6-00, Broker/Dealer Advisory Committee No. 4-00, Operations Committee No. 6-00, Tax Committee No. 10-00, and Transfer Agent Advisory Committee No. 13-00, dated March 16, 2000. [11749] March 21, 2000 TO: BANK AND TRUST...

[11726] March 16, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 6-00 BROKER/DEALER ADVISORY COMMITTEE No. 4-00 OPERATIONS COMMITTEE No. 6-00 TAX COMMITTEE No. 10-00 TRANSFER AGENT ADVISORY COMMITTEE No. 13-00 RE: MARK YOUR CALENDAR - MAY 11, 2000 MEETING ON NONRESIDENT ALIEN...

[11710] March 9, 2000 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 12-00 RE: SUMMARY OF JANUARY 27, 2000 MEETING ______________________________________________________________________________ Attached is a summary of the Transfer Agent Advisory Committee (TAAC) meeting held on Thursday...

[11675] February 28, 2000 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 11-00 RE: UPCOMING TAAC MEETING - APRIL 26, 2000 ______________________________________________________________________________ The next meeting of the Transfer Agent Advisory Committee will take place on Wednesday...

[11635] February 15, 2000 TO: PENSION MEMBERS No. 13-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 12-00 TRANSFER AGENT ADVISORY COMMITTEE No. 9-00 RE: IRS RELEASES FORMS YEAR 2000 1099-R AND 5498 WITH INSTRUCTIONS _______________________________________________________________________...

1 See Institute Memorandum to Pension Members No. 77-98, dated December 21, 1998. 2 See Institute Memorandum to Pension Committee 16-99 and Pension Operations Advisory Committee No. 17-99, dated March 17, 1999. The Institute also submitted comments prior to the issuance of the...

1 See, e.g., Institute Memorandum to Board of Governors No. 38-91, Tax Committee No. 14-91 (and others), dated June 4, 1991. 2 See Institute Memorandum to Accounting/Treasurers Members No. 35-93 and Tax Members No. 38-93, dated November 15, 1993. 3 See, e.g., Institute Memorandum to...

[11604] February 4, 2000 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 7-00 RE: NSCC UPDATE REPORT - JANUARY 27, 2000 ______________________________________________________________________________ Please find enclosed for your review the ICI Transfer Agent advisory Committee NSCC Update...