Transfer Agent Advisory Content

May 17, 1990 TO: TAX COMMITTEE NO. 10-90 OPERATIONS COMMITTEE NO. 8-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 12-90 RE: MAY 30, 1990 INFORMATION REPORTING MEETING __________________________________________________________ A meeting will be held at the Institute on Wednesday, May 30...

April 27, 1990 TO: CLOSED-END FUND MEMBERS NO. 16-90 INVESTMENT ADVISER MEMBERS NO. 13-90 INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 12-90 OPERATIONS MEMBERS NO. 14-90 SEC RULES MEMBERS NO. 32-90 STATE SECURITIES MEMBERS NO. 12-90 TAX MEMBERS NO. 18-90 UNIT INVESTMENT TRUST MEMBERS NO...

April 20, 1990 TO: OPERATIONS MEMBERS NO. 13-90 PENSION MEMBERS NO. 18-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 10-90 RE: CLARIFICATION OF NEW CODES ON FORMS W-2P AND 1099-R __________________________________________________________ Attached is a copy of IRS Announcement 90-56, which...

March 28, 1990 TO: OPERATIONS MEMBERS NO. 11-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 8-90 ADHOC COMMITTEE ON UNCLAIMED PROPERTY RE: RPO SURVEY RESULTS __________________________________________________________ The Institute surveyed the Operations Committee last year for information...

- 1 - March 28, 1990 TO: CLOSED-END FUND MEMBERS NO. 13-90 INVESTMENT ADVISER MEMBERS NO. 10-90 INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 9-90 OPERATIONS MEMBERS NO. 12-90 SEC RULES MEMBERS NO. 24-90 STATE SECURITIES MEMBERS NO. 5-90 TAX MEMBERS NO. 14-90 UNIT INVESTMENT TRUST MEMBERS...

March 22, 1990 TO: TAX MEMBERS NO. 12-90 PENSION MEMBERS NO. 12-90 OPERATIONS MEMBERS NO. 10-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 7-90 RE: 1990 INSTRUCTIONS FOR IRS FORMS 1099, 1098, 5498 AND W-2G __________________________________________________________ Attached is a copy of the...

February 23, 1990 TO: PENSION MEMBERS NO. 9-90 TAX MEMBERS NO. 10-90 OPERATIONS MEMBERS NO. 7-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 6-90 RE: IRS ALLOWS COMPOSITE RETURNS FOR IRAs INVESTED IN RICs TO CLAIM REFUND UNDER SECTION 852(b) _________________________________________________...

February 20, 1990 TO: PENSION MEMBERS NO. 7-90 TAX MEMBERS NO. 9-90 OPERATIONS MEMBERS NO. 6-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 5-90 RE: IRS ISSUES TEMPORARY AND PROPOSED REGULATION CONCERNING WITHHOLDING UPON PENSION PAYMENTS TO NONRESIDENT ALIENS ______________________________...

February 16, 1990 TO: CONTRACTUAL PLANS COMMITTEE NO. 1-90 OPERATIONS COMMITTEE NO. 3-90 SMALL FUNDS COMMITTEE NO. 4-90 ACCOUNTING/TREASURERS COMMITTEE NO. 4-90 INDEPENDENT ACCOUNTANTS ADVISORY GROUP BROKER/DEALER ADVISORY COMMITTEE NO. 8-90 CUSTODIAN ADVISORY COMMITTEE NO. 1-90...

February 8, 1990 TO: PENSION MEMBERS NO. 4-90 TAX MEMBERS NO. 8-90 OPERATIONS MEMBERS NO. 5-90 TRANSFER AGENT ADVISORY COMMITTEE NO. 3-90 RE: IRS TO ACCEPT ELECTRONIC FILING OF FORMS 5498 AND CERTAIN CORRECTED RETURNS __________________________________________________________ Attached...