Transfer Agent Advisory Content

1 The first two projects were requested in a December 1998 letter to IRS officials. See Institute Memorandum to Tax Committee No. 41-98, dated December 24, 1998. The third project was requested in a January 1999 letter to IRS and Treasury Department officials. See Institute Memorandum...

[10762] March 2, 1999 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 18-99 RE: MEETING - APRIL 22, 1999 ______________________________________________________________________________ The next meeting of the Transfer Agent Advisory Committee will take place on Thursday, April 22 in the...

[10766] March 2, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 6-99 BROKER/DEALER ADVISORY COMMITTEE No. 7-99 OPERATIONS COMMITTEE No. 8-99 TRANSFER AGENT ADVISORY COMMITTEE No. 19-99 RE: INSTITUTE MEMORANDUM ON "EMERGENCY" PRICING PROCEDURES _________________________________________...

[10761] February 26, 1999 TO: BANK AND TRUST ADVISORY COMMITTEE No. 5-99 BROKER/DEALER ADVISORY COMMITTEE No. 5-99 OPERATIONS MEMBERS No. 9-99 TRANSFER AGENT ADVISORY COMMITTEE No. 17-99 RE: GIFTS OF MUTUAL FUND SHARES PROCEDURES & FORMS AVAILABLE ON ICI MEMBER WEBSITE _______________...

[10756] February 25, 1999 TO: OPERATIONS MEMBERS No. 8-99 PENSION MEMBERS No. 13-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 11-99 TAX MEMBERS No. 12-99 TRANSFER AGENT ADVISORY COMMITTEE No. 16-99 RE: IRS WILL ALLOW ELECTRONIC SUBMISSION OF FORMS W-4P ________________________________...

1 See Memorandum to Board of Governors No. 93-94, Operations Members No. 31-94, SEC Rules Members No. 63-94, and Transfer Agent Advisory Committee No. 34-94, dated September 12, 1994. 2 These ten are: Arizona, California, Hawaii, Indiana, Maine, Montana, Nebraska, Oklahoma, Vermont...

1 See Institute Memorandum to Pension Members No. 56-98 and Transfer Agent Advisory Committee No. 54- 98, dated September 1, 1998. [10700] February 4, 1999 TO: PENSION MEMBERS No. 9-99 PENSION OPERATIONS ADVISORY COMMITTEE No. 8-99 TRANSFER AGENT ADVISORY COMMITTEE No. 14-99 RE: IRS...

1 See Institute Memorandum to Tax Committee No. 40-98, Operations Committee No. 46-98, Transfer Agent Advisory Committee No. 87-98, Bank and Trust Advisory Committee No. 16-98, dated December 23, 1998. [10693] February 3, 1999 TO: TAX COMMITTEE No. 3-99 OPERATIONS COMMITTEE No. 4-99...

1 See Institute Memorandum to Tax Members No. 6-98 and International Members No. 4-98, dated February 9, 1998. 2 Note, however, that legislation introduced in July 1998, which was drafted with the intention of implementing generally the Treasury proposal, included an Institute...