Transfer Agent Advisory Content

February 5, 1990 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 2-90 RE: MEETING REMINDER AND AGENDA - FEBRUARY 13, 1990 __________________________________________________________ This is to remind you that the Transfer Agent Advisory Committee will meet on Tuesday, February 13, 1990, from...

January 16, 1990 TO: TRANSFER AGENT ADVISORY COMMITTEE NO. 1-90 RE: NOTICE OF MEETING - FEBRUARY 13, 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...

- 1 - December 19, 1989 TO: CLOSED-END FUND MEMBERS NO. 68-89 TAX MEMBERS NO. 48-89 UNIT INVESTMENT TRUST MEMBERS NO. 70-89 OPERATIONS COMMITTEE NO. 27-89 ACCOUNTING/TREASURERS COMMITTEE NO. 55-89 TRANSFER AGENT ADVISORY COMMITTEE NO. 31-89 RE: OMNIBUS BUDGET RECONCILIATION ACT OF...

November 22, 1989 TO: OPERATIONS MEMBERS NO. 34-89 PENSION MEMBERS NO. 50-89 TRANSFER AGENT ADVISORY COMMITTEE NO. 30-89 RE: IRS REVISIONS TO FORMS W-2P AND 1099-R FOR 1990 __________________________________________________________ Attached is a copy of IRS Announcement 89-151, which...

November 21, 1989 TO: TAX MEMBERS NO. 45-89 OPERATIONS MEMBERS NO. 33-89 UNIT INVESTMENT TRUST MEMBERS NO. 63-89 CLOSED-END FUND MEMBERS NO. 64-89 TRANSFER AGENT ADVISORY COMMITTEE NO. 29-89 ACCOUNTING/TREASURERS COMMITTEE NO. 51-89 RE: IRS REVENUE PROCEDURE ON FORM 1042S MAGNETIC...

November 13, 1989 TO: MEMBERS - ONE PER COMPLEX NO. 36-89 CLOSED-END FUND MEMBERS NO. 62-89 INVESTMENT ADVISER ASSOCIATE MEMBERS NO. 56-89 INVESTMENT ADVISER MEMBERS NO. 56-89 OPERATIONS MEMBERS NO. 32-89 SEC RULES MEMBERS NO. 63-89 UNIT INVESTMENT TRUST MEMBERS NO. 62-89 ACCOUNTING...

October 24, 1989 TO: TAX MEMBERS NO. 42-89 CLOSED-END FUND MEMBERS NO. 61-89 UNIT INVESTMENT TRUST MEMBERS NO. 58-89 ACCOUNTING/TREASURERS COMMITTEE NO. 46-89 OPERATIONS COMMITTEE NO. 21-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 27-89 RE: SENATE APPROVES TAX PROVISIONS IN...

October 16, 1989 TO: TAX MEMBERS NO. 40-89 UNIT INVESTMENT TRUST MEMBERS NO. 55-89 CLOSED-END FUND MEMBERS NO. 54-89 OPERATIONS MEMBERS NO. 31-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 26-89 RE: NOTICE OF POTENTIAL BACKUP WITHHOLDING ________________________________________...

- 1 - October 4, 1989 TO: TAX MEMBERS NO. 34-89 UNIT INVESTMENT TRUST MEMBERS NO. 51-89 CLOSED-END FUND MEMBERS NO. 46-89 OPERATIONS MEMBERS NO. 30-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 25-89 RE: IRS DELAYS MAILING OF B NOTICES UNTIL 1990 _______________________________...

- 1 - September 27, 1989 TO: TAX MEMBERS NO. 32-89 CLOSED-END FUND MEMBERS NO. 43-89 UNIT INVESTMENT TRUST MEMBERS NO. 49-89 ACCOUNTING/TREASURERS COMMITTEE NO. 38-89 OPERATIONS COMMITTEE NO. 17-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 24-89 RE: HOUSE WAYS AND MEANS...