Transfer Agent Advisory Content

November 19, 1992 TO: PENSION MEMBERS NO. 36-92 OPERATIONS MEMBERS NO. 48-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 72-92 RE: NEW DISTRIBUTION CODES ON FORM 1099-R __________________________________________________________ Attached is a copy of Announcement 92-169, which describes the...

November 17, 1992 TO: TAX MEMBERS NO. 76-92 OPERATIONS MEMBERS NO. 47-92 CLOSED-END FUND MEMBERS NO. 46-92 UNIT INVESTMENT TRUST MEMBERS NO. 58-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 71-92 RE: IRS ANNOUNCEMENT ON INCREASED BACKUP WITHHOLDING RATE ____________________________________...

November 16, 1992 TO: MEMBERS - ONE PER COMPLEX NO. 40-92 TAX MEMBERS NO. 75-92 PENSION MEMBERS NO. 32-92 OPERATIONS MEMBERS NO. 46-92 ACCOUNTING/TREASURERS MEMBERS NO. 42-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 70-92 RE: INSTITUTE WORKSHOPS ON 20 PERCENT PENSION WITHHOLDING...

November 9, 1992 TO: MEMBERS - ONE PER COMPLEX NO. 39-92 SEC RULES MEMBERS NO. 60-92 ACCOUNTING/TREASURERS COMMITTEE NO. 44-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 69-92 UNIT INVESTMENT TRUST COMMITTEE NO. 66-92 INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 46-92 INVESTMENT ADVISER...

November 4, 1992 TO: TAX MEMBERS NO. 72-92 PENSION MEMBERS NO. 31-92 ACCOUNTING/TREASURERS MEMBERS NO. 40-92 CLOSED-END FUND MEMBERS NO. 43-92 OPERATIONS MEMBERS NO. 45-92 UNIT INVESTMENT TRUST MEMBERS NO. 55-92 INTERNATIONAL MEMBERS NO. 24-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 68...

November 3, 1992 TO: TAX MEMBERS NO. 71-92 ACCOUNTING/TREASURERS MEMBERS NO. 39-92 OPERATIONS MEMBERS NO. 44-92 SEC RULES MEMBERS NO. 57-92 CLOSED-END FUND MEMBERS NO. 42-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 67-92 BROKER/DEALER ADVISORY COMMITTEE NO. 34-92 RE: YEAR-END TAX...

November 3, 1992 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 66-92 RE: STATE GUIDE TO PENSION WITHHOLDING AND REPORTING ABANDONED PROPERTY GUIDE __________________________________________________________ The Institute recently announced the publication of its new "State Guide to Pension...

October 29, 1992 TO: PENSION MEMBERS NO. 30-92 OPERATIONS MEMBERS NO. 43-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 65-92 RE: IRS REVENUE PROCEDURE CONCERNING REPORTING OF EMPLOYEE CONTRIBUTIONS ON FORM 1099-R __________________________________________________________ Attached is a copy...

October 27, 1992 TO: PENSION MEMBERS NO. 29-92 TAX MEMBERS NO. 69-92 OPERATIONS MEMBERS NO. 41-92 ACCOUNTING/TREASURERS COMMITTEE NO. 43-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 64-92 RE: INSTITUTE’S STATE GUIDE TO PENSION WITHHOLDING AND REPORTING ____________________________________...

October 26, 1992 TO: TAX MEMBERS NO. 68-92 OPERATIONS MEMBERS NO. 40-92 TRANSFER AGENT ADVISORY COMMITTEE NO. 63-92 INSTITUTIONAL FUNDS COMMITTEE NO. 24-92 RE: PRESIDENT SIGNS ENERGY BILL __________________________________________________________ President Bush has signed the energy...