Transfer Agent Advisory Content

November 21, 1991 TO: TAX MEMBERS NO. 51-91 OPERATIONS MEMBERS NO. 30-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 55-91 RE: IRS INFORMATION REPORTING PROGRAM BULLETIN BOARD SYSTEM AND HOTLINE __________________________________________________________ A special feature of this year's...

November 20, 1991 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 54-91 RE: MEETING AGENDA -- DECEMBER 5, 1991 __________________________________________________________ Attached is the agenda for the next Transfer Agent Advisory Committee meeting. The cocktail reception and dinner will be...

November 20, 1991 TO: OPERATIONS COMMITTEE NO. 35-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 53-91 BROKER/DEALER ADVISORY COMMITTEE NO. 39-91 RE: SECURITIES TRANSFER ASSOCIATION TRANSFER ON DEATH (TOD) FORM __________________________________________________________ The Securities...

November 13, 1991 TO: TAX MEMBERS NO. 49-91 OPERATIONS MEMBERS NO. 28-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 51-91 RE: IRS REVENUE PROCEDURE FOR MAINTAINING RECORDS PRODUCED ON AUTOMATIC DATA PROCESSING SYSTEM __________________________________________________________ Section 6001...

November 13, 1991 TO: TAX COMMITTEE NO. 35-91 OPERATIONS COMMITTEE NO. 34-91 CLOSED-END FUND COMMITTEE NO. 30-91 UNIT INVESTMENT TRUST COMMITTEE NO. 38-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 52-91 RE: INSTITUTE REQUESTS DELAY IN IMPOSITION OF BACKUP WITHHOLDING ON ACCOUNTS RECEIVING...

November 5, 1991 TO: TAX MEMBERS NO. 47-91 OPERATIONS MEMBERS NO. 27-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 50-91 RE: LAWSON APPOINTED TO IRS INFORMATION REPORTING PROGRAM ADVISORY COMMITTEE __________________________________________________________ The Internal Revenue Service has...

October 15, 1991 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 49-91 RE: NOTICE OF COMMITTEE MEETING - DECEMBER 5, 1991 __________________________________________________________ This is to advise you that there will be a meeting of the Transfer Agent Advisory Committee at 9:30 a.m. on...

- 1 - October 7, 1991 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 48-91 RE: SIA AND IRS REQUESTS FOR INFORMATION __________________________________________________________ Recently, the Institute received two requests for information, one from the Securities Industry Association ("SIA")...

October 4, 1991 TO: TAX MEMBERS NO. 42-91 OPERATIONS MEMBERS NO. 24-91 UNIT INVESTMENT TRUST MEMBERS NO. 47-91 CLOSED-END FUND MEMBERS NO. 43-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 46-91 RE: IRS REVENUE PROCEDURE ON FURNISHING CERTAIN QUARTERLY RETURN INFORMATION ON MAGNETIC TAPE __...

October 4, 1991 TO: PENSION MEMBERS NO. 35-91 OPERATIONS MEMBERS NO. 25-91 INVESTMENT ADVISER MEMBERS NO. 45-91 INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 47-91 TAX MEMBERS NO. 43-91 ACCOUNTING/TREASURERS MEMBERS NO. 28-91 MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 16-91 MEMBERS - ONE...