Transfer Agent Advisory Content

[10630] January 7, 1999 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 1-99 RE: SUMMARY OF OCTOBER 15, 1998 MEETING AND 1999 MEETING SCHEDULE ______________________________________________________________________________ Attached is a summary of the Transfer Agent Advisory Committee...

1 See Institute Memorandum to Pension Committee No. 82-98, Pension Operations Advisory Committee No. 67-98 and Transfer Agent Advisory Committee No. 81-98, dated December 3, 1998. [10606] VIA FAX December 24, 1998 TO: PENSION COMMITTEE No. 91-98 PENSION OPERATIONS ADVISORY COMMITTEE...

1 See Institute Memorandum to Operations Members No. 35-98, Tax Members No. 42-98, Transfer Agent Advisory Committee No. 82-98, dated December 3, 1998. [10602] December 23, 1998 TO: TAX COMMITTEE No. 40-98 OPERATIONS COMMITTEE No. 46-98 TRANSFER AGENT ADVISORY COMMITTEE No. 87-98 BANK...

[10580] December 18, 1998 TO: ACCOUNTING/TREASURERS COMMITTEE No. 52-98 DIRECT MARKETING COMMITTEE No. 25-98 FEDERAL LEGISLATION MEMBERS No. 31-98 INVESTMENT ADVISER MEMBERS No. 41-98 OPERATIONS MEMBERS No. 37-98 PENSION MEMBERS No. 76-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 71...

[10575] December 16, 1998 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 84-98 RE: MEETING & TOUR - JANUARY 28 & 29, 1999 MEETING SCHEDULE ______________________________________________________________________________ The next meeting of the Transfer Agent Advisory Committee will be held...

1 See Institute Memorandum to Tax Members No. 30-98, Accounting/Treasurers Members No. 24-98, Operations Members No. 24-98, Broker/Dealer Advisory Committee No. 14-98 and Transfer Agent Advisory Committee No. 59-98, dated September 22, 1998. 2 See Institute Memorandum to Accounting...

[10531] December 3, 1998 TO: OPERATIONS MEMBERS No. 35-98 TAX MEMBERS No. 42-98 TRANSFER AGENT ADVISORY COMMITTEE No. 82-98 RE: IRS RELEASES NEW FORM W-8 WITHHOLDING CERTIFICATE ______________________________________________________________________________ The Internal Revenue Service...

[10529] December 3, 1998 TO: PENSION COMMITTEE No. 82-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 67-98 TRANSFER AGENT ADVISORY COMMITTEE No. 81-98 AD HOC COMMITTEE ON ROTH IRA OCTOBER 22 ROTH IRA MEETING ATTENDEES RE: INSTITUTE FILES COMMENT LETTER ON ROTH IRA GUIDANCE _____________...

1 “Financial institutions” as defined in PRWORA include money market mutual funds. [10520] December 1, 1998 TO: PRIMARY CONTACTS - MEMBER COMPLEX No. 112-98 SEC RULES COMMITTEE No. 122-98 OPERATIONS COMMITTEE No. 45-98 TRANSFER AGENT ADVISORY COMMITTEE No. 80-98 RE: FEDERAL OFFICE OF...

1 See Institute Memorandum to Operations Members No. 15-98, Pension Members No. 36-98, Tax Members No. 16-98, Pension Operations Advisory Committee No. 22-98 and Transfer Agent Advisory Committee No. 30-98, dated June 22, 1998. [10513] November 30, 1998 TO: OPERATIONS MEMBERS No. 33...