Transfer Agent Advisory Content

March 21, 1991 TO: TAX COMMITTEE NO. 6-91 OPERATIONS COMMITTEE NO. 9-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 15-91 RE: IRS ANNOUNCES ELECTRONIC TAX FILING NATIONAL CONFERENCES AND EXHIBITIONS __________________________________________________________ In the attached notice, the IRS...

March 18, 1991 TO: OPERATIONS COMMITTEE NO. 8-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 14-91 RE: 1991 OPERATIONS CONFERENCE - VENDOR EXHIBITION __________________________________________________________ As was mentioned at the Operations Committee meeting on March 9th and the Transfer...

March 12, 1991 TO: TAX MEMBERS NO. 9-91 OPERATIONS MEMBERS NO. 9-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 13-91 RE: REVISED FORM W-8 (CERTIFICATE OF FOREIGN STATUS) __________________________________________________________ The IRS has issued a revised version of Form W-8, Certificate...

March 11, 1991 TO: PENSION MEMBERS NO. 9-91 OPERATIONS MEMBERS NO. 8-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 12-91 RE: INSTRUCTIONS FOR FORMS 1099, 1098, 5498 AND W-2G __________________________________________________________ Attached are the 1991 Instructions for Forms 1099, 1098...

March 7, 1991 TO: TAX COMMITTEE NO. 4-91 OPERATIONS COMMITTEE NO. 7-91 CLOSED-END FUND COMMITTEE NO. 4-91 UNIT INVESTMENT TRUST COMMITTEE NO. 9-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 11-91 RE: INSTITUTE TESTIFIES ON BACKUP WITHHOLDING REGULATIONS ____________________________________...

February 25, 1991 TO: TAX MEMBERS NO. 6-91 OPERATIONS MEMBERS NO. 7-91 CLOSED-END FUND MEMBERS NO. 9-91 UNIT INVESTMENT TRUST MEMBERS NO. 9-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 10-91 RE: TEMPORARY REGULATIONS ON INFORMATION REPORTING PENALTIES AND THE REASONABLE CAUSE WAIVER _____...

February 21, 1991 TO: TAX MEMBERS NO. 4-91 OPERATIONS MEMBERS NO. 6-91 CLOSED-END FUND MEMBERS NO. 8-91 UNIT INVESTMENT TRUST MEMBERS NO. 7-91 ACCOUNTING/TREASURERS MEMBERS NO. 5-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 9-91 RE: IRS REVENUE PROCEDURE ON GUIDELINES FOR SUBSTITUTE TAX...

February 20, 1991 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 8-91 RE: MEETING AGENDA - MARCH 5, 1991 __________________________________________________________ Attached is the agenda for the Transfer Agent Advisory Committee meeting starting at 9:30 a.m. on Tuesday, March 5, 1991 in...

February 15, 1991 TO: MEMBERS - ONE PER COMPLEX NO. 7-91 OPERATIONS MEMBERS NO. 5-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 7-91 RE: POSTAL SERVICE ISSUES FINAL RULE ON ELIGIBILITY REQUIREMENTS FOR AUTOMATED RATE CATEGORIES __________________________________________________________ The...

February 12, 1991 TO: TAX MEMBERS NO. 3-91 OPERATIONS MEMBERS NO. 4-91 CLOSED-END FUND MEMBERS NO. 6-91 UNIT INVESTMENT TRUST MEMBERS NO. 5-91 ACCOUNTING/TREASURERS COMMITTEE NO. 1-91 TRANSFER AGENT ADVISORY COMMITTEE NO. 6-91 RE: IRS REVENUE PROCEDURE ON MAGNETIC FILING OF FORM 1042S...