Transfer Agent Advisory Content

1 See Institute Memorandum to Tax Members No. 18-98, Accounting/Treasurers Members No. 16-98, Operations Members No. 17-98, Closed-End Investment Company Members No. 19-98, Unit Investment Trust Members No. 14-98, International Members No. 13-98, Transfer Agent Advisory Committee No...

[10293] September 17, 1998 TO: ACCOUNTING/TREASURERS COMMITTEE No. 39-98 BANK INVESTMENT MANAGEMENT MEMBERS No. 6-98 CLOSED-END INVESTMENT COMPANY MEMBERS No. 25-98 COMPLIANCE ADVISORY COMMITTEE No. 26-98 INVESTMENT ADVISER ASSOCIATE MEMBERS No. 24-98 INVESTMENT ADVISER MEMBERS No. 25...

[10259] September 3, 1998 TO: PENSION COMMITTEE No. 59-98 TRANSFER AGENT ADVISORY COMMITTEE No. 56-98 ROTH IRA AD HOC COMMITTEE RE: INTERNAL REVENUE SERVICE RELEASES NOTICE ON ROTH IRA REPORTING ISSUES ______________________________________________________________________________ The...

[10243] September 1, 1998 TO: PENSION MEMBERS No. 56-98 TRANSFER AGENT ADVISORY COMMITTEE No. 54-98 AD HOC COMMITTEE ON ROTH IRA RE: INTERNAL REVENUE SERVICE RELEASES ROTH IRA PROPOSED REGULATIONS ______________________________________________________________________________ The...

[10245] September 1, 1998 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 55-98 RE: SUMMARY OF JULY 23, 1998 MEETING _____________________________________________________________________________ Attached is a summary of the Transfer Agent Advisory Committee meeting held on July 23 at the...

[10238] August 28, 1998 TO: OPERATIONS MEMBERS No. 22-98 PENSION MEMBERS No. 55-98 PENSION OPERATIONS ADVISORY COMMITTEE No. 39-98 TAX MEMBERS No. 28-98 TRANSFER AGENT ADVISORY COMMITTEE No. 53-98 RE: IRS WILL ALLOW ELECTRONIC SUBMISSION OF FORMS W-9 __________________________________...

[10236] August 28, 1998 TO: BANK AND TRUST ADVISORY COMMITTEE No. 12-98 OPERATIONS COMMITTEE No. 36-98 TRANSFER AGENT ADVISORY COMMITTEE No. 52-98 RE: BROKER/DEALER ADVISORY COMMITTEE MEETING -- NOVEMBER 4 ______________________________________________________________________________...

1 Prop. Treas. Reg. sec. 1.671-4(j). Issuance of this guidance has been on the IRS business plan for the past three years. See, e.g., Institute Memorandum to Tax Committee No. 9-96, Accounting/Treasurers Committee No. 11-96, Unit Investment Trust Committee No. 8-96 and Transfer Agent...

[10215] August 20, 1998 TO: BANK AND TRUST ADVISORY COMMITTEE No. 11-98 BROKER/DEALER ADVISORY COMMITTEE No. 12-98 OPERATIONS COMMITTEE No. 34-98 PRIMARY CONTACTS - MEMBER COMPLEX No. 72-98 TRANSFER AGENT ADVISORY COMMITTEE No. 50-98 RE: PARTICIPATION - YEAR 2000 INDUSTRYWIDE TESTING...

[10213] August 19, 1998 TO: OPERATIONS COMMITTEE No. 33-98 TRANSFER AGENT ADVISORY COMMITTEE No. 49-98 ATTACHED DISTRIBUTION LIST RE: NEW LAW EASES IMPLEMENTATION OF "DEADBEAT DAD" LEGISLATION; WORKSHOP PLANNED __________________________________________________________________________...