Transfer Agent Advisory Content

July 19, 1990 TO: TAX MEMBERS NO. 26-90 OPERATIONS MEMBERS NO. 20-90 CLOSED-END FUND MEMBERS NO. 30-90 UNIT INVESTMENT TRUST MEMBERS NO. 52-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 22-90 RE: FAILURES TO RECEIVE B-NOTICE TEST RUN MAILINGS _______________________________________________...

July 13, 1990 TO: MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 6-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 21-90 DIRECT MARKETING COMMITTEE NO. 16-90 MARKETING COMMITTEE NO. 13-90 RESEARCH COMMITTEE NO. 15-90 SALES FORCE MARKETING COMMITTEE NO. 16-90 SHAREHOLDER COMMUNICATIONS...

July 6, 1990 TO: TAX MEMBERS NO. 22-90 UNIT INVESTMENT TRUST MEMBERS NO. 47-90 CLOSED-END FUND MEMBERS NO. 26-90 OPERATIONS MEMBERS NO. 18-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 20-90 RE: IRS SEMINARS ON MAGNETIC MEDIA REPORTING ______________________________________________________...

July 6, 1990 TO: TAX MEMBERS NO. 21-90 CLOSED-END FUND MEMBERS NO. 25-90 UNIT INVESTMENT TRUST MEMBERS NO. 46-90 OPERATIONS MEMBERS NO. 17-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 19-90 ACCOUNTING/TREASURERS MEMBERS NO. 14-90 RE: IRS WAIVES PENALTIES FOR 1989 INFORMATION RETURNS...

June 21, 1990 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 17-90 OPERATIONS COMMITTEE NO. 12-90 TAX COMMITTEE NO. 13-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 18-90 RE: ATTACHMENTS FOR THE JUNE 27, MEETING [A __________________________________________________________ Enclosed are the...

June 20, 1990 TO: ACCOUNTING/TREASURERS COMMITTEE NO. 16-90 OPERATIONS COMMITTEE NO. 11-90 TAX COMMITTEE NO. 12-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 17-90 RE: NOTICE OF MEETING ON PROPOSALS TO REQUIRE FUNDS TO CALCULATE SHAREHOLDER BASIS ___________________________________________...

June 18, 1990 TO: PENSION MEMBERS NO. 28-90 OPERATIONS MEMBERS NO. 16-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 16-90 RE: IRS COMBINES FORMS 1099-R AND W-2P FOR 1991 __________________________________________________________ Last July, the IRS announced a proposal to combine Forms 1099...

1 */ We have been informally advised by the IRS that the notices will be dated for June 25, but may be mailed sooner. June 14, 1990 TO: CLOSED-END FUND MEMBERS NO. 22-90 OPERATIONS MEMBERS NO. 15-90 TAX MEMBERS NO. 19-90 UNIT INVESTMENT TRUST MEMBERS NO. 38-90 TRANSFER AGENT ADVISORY...

June 8, 1990 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 14-90 RE: AGENDA FOR JUNE 19, 1990 MEETING __________________________________________________________ Attached is the agenda for the Transfer Agent Advisory Committee meeting to be held beginning at 10:00 a.m. on Tuesday, June 19...

May 18, 1990 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 13-90 RE: NOTICE OF MEETING - JUNE 19, 1990 __________________________________________________________ This is to advise you that there will be a meeting of the Transfer Agent Advisory Committee starting at 10:00 a.m. on Tuesday...