Transfer Agent Advisory Content

August 29, 1990 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 32-90 RE: MEETING AGENDA - SEPTEMBER 13, 1990 __________________________________________________________ Attached is the agenda for the Transfer Agent Advisory Committee meeting which will begin at 9:00 a.m. on Thursday...

August 28, 1990 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 28-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 31-90 CLOSED-END FUND MEMBERS NO. 33-90 OPERATIONS MEMBERS NO. 25-90 PENSION MEMBERS NO. 34-90 TAX MEMBERS NO. 34-90 UNIT INVESTMENT TRUST MEMBERS NO. 59-90 RE: IRS REVENUE PROCEDURE ON...

August 22, 1990 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 27-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 30-90 OPERATIONS MEMBERS NO. 24-90 PENSION MEMBERS NO. 33-90 TAX MEMBERS NO. 33-90 UNIT INVESTMENT TRUST MEMBERS NO. 58-90 RE: IRS REQUIREMENTS FOR SUBSTITUTE FORMS 1099-B, 1099-DIV...

- 1 - August 16, 1990 TO: TAX MEMBERS NO. 32-90 UNIT INVESTMENT TRUST MEMBERS NO. 57-90 CLOSED-END FUND MEMBERS NO. 32-90 OPERATIONS MEMBERS NO. 23-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 29-90 RE: IRS REVENUE PROCEDURE ON PREPARING 8 INCH MAGNETIC DISKETTE FILED SUBMISSIONS FOR TAX...

- 1 - August 3, 1990 TO: TAX MEMBERS NO. 31-90 UNIT INVESTMENT TRUST MEMBERS NO. 55-90 CLOSED-END FUND MEMBERS NO. 31-90 OPERATIONS MEMBERS NO. 22-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 28-90 RE: IRS REVENUE PROCEDURE ON PREPARING MAGNETIC MEDIA SUBMISSIONS FOR TAX YEAR 1990 RETURNS...

August 1, 1990 TO: TAX MEMBERS NO. 29-90 ACCOUNTING/TREASURERS MEMBERS NO. 18-90 OPERATIONS MEMBERS NO. 21-90 MEMBERS - ONE PER COMPLEX NO. 28-90 BROKER/DEALER ADVISORY COMMITTEE NO. 25-90 SEC RULES MEMBERS NO. 57-90 MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 7-90 TRANSFER AGENT...

July 30, 1990 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 26-90 RE: NOTICE OF MEETING - SEPTEMBER 13, 1990 __________________________________________________________ This is to advise you that there will be a meeting of the Transfer Agent Advisory Committee starting at 9:00 a.m. on...

July 26, 1990 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 25-90 RE: SUBCOMMITTEE REPORT ON FAMILY SAVING ACCOUNT __________________________________________________________ Attached is a copy of the subcommittee report addressing the operational implications of servicing the proposed...

- 1 - July 25, 1990 TO: TAX COMMITTEE NO. 18-90 OPERATIONS COMMITTEE NO. 14-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 24-90 RE: AUGUST 7, 1990 B NOTICE/BACKUP WITHHOLDING MEETING __________________________________________________________ As you know, the Institute has held several...

- 1 - July 19, 1990 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 21-90 OPERATIONS COMMITTEE NO. 13-90 TAX COMMITTEE NO. 16-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 23-90 RE: COST ESTIMATES OF IMPLEMENTING PROPOSALS THAT FUNDS PROVIDE SHARE BASIS INFORMATION TO REDEEMING SHAREHOLDERS ______...