Transfer Agent Advisory Content

September 26, 1989 TO: MEMBERS - ONE PER COMPLEX NO. 30-89 SEC RULES MEMBERS NO. 51-89 ACCOUNTING/TREASURERS COMMITTEE NO. 37-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 23-89 UNIT INVESTMENT TRUST MEMBERS NO. 47-89 CUSTODIAN ADVISORY COMMITTEE NO. 1-89 OPERATIONS MEMBERS NO...

- 1 - September 25, 1989 TO: TAX MEMBERS NO. 31-89 UNIT INVESTMENT TRUST MEMBERS NO. 46-89 CLOSED-END FUND MEMBERS NO. 41-89 OPERATIONS MEMBERS NO. 27-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 22-89 RE: IRS REVENUE PROCEDURE FOR FILING VARIOUS FORMS ON 8 INCH MAGNETIC...

August 7, 1989 TO: PENSION MEMBERS NO. 38-89 OPERATIONS MEMBERS NO. 26-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 21-89 RE: IRS ANNOUNCES PROPOSAL TO COMBINE FORMS 1099-R AND W-2P __________________________________________________________ Attached is a copy of IRS...

- 1 - August 2, 1989 TO: TAX MEMBERS NO. 28-89 UNIT INVESTMENT TRUST MEMBERS NO. 42-89 CLOSED-END FUND MEMBERS NO. 33-89 OPERATIONS MEMBERS NO. 24-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 20-89 RE: IRS REVENUE PROCEDURE ON PREPARING MAGNETIC MEDIA SUBMISSIONS FOR TAX YEAR...

July 26, 1989 TO: TAX MEMBERS NO. 26-89 PENSION MEMBERS NO. 34-89 OPERATIONS MEMBERS NO. 22-89 UNIT INVESTMENT TRUST MEMBERS NO. 38-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 18-89 ACCOUNTING/TREASURERS COMMITTEE NO. 25-89 RE: IRS REQUIREMENTS FOR SUBSTITUTE FORMS 1099-B...

July 26, 1989 TO: TAX COMMITTEE NO. 11-89 UNIT INVESTMENT TRUST COMMITTEE NO. 38-89 CLOSED-END FUND COMMITTEE NO. 29-89 OPERATIONS COMMITTEE NO. 12-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 19-89 RE: INSTITUTE REQUEST TO POSTPONE B NOTICES __________________________________...

July 19, 1989 TO: TAX MEMBERS NO. 25-89 ACCOUNTING/TREASURERS COMMITTEE NO. 24-89 OPERATIONS MEMBERS NO. 21-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 17-89 RE: COURT DECISION ON ADEQUATE IDENTIFICATION OF SHARES REDEEMED _____________________________________________________...

July 14, 1989 TO: TAX MEMBERS NO. 22-89 UNIT INVESTMENT TRUST MEMBERS NO. 35-89 CLOSED-END FUND MEMBERS NO. 28-89 OPERATIONS MEMBERS NO. 19-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 15-89 RE: IRS SEMINARS ON MAGNETIC MEDIA REPORTING _________________________________________...

- 1 - July 14, 1989 TO: TAX MEMBERS NO. 23-89 UNIT INVESTMENT TRUST MEMBERS NO. 36-89 CLOSED-END FUND MEMBERS NO. 29-89 OPERATIONS MEMBERS NO. 20-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 16-89 RE: IRS ANNOUNCEMENT OF MAGNETIC TAPE SPECIFICATIONS FOR THIS FALL'S B NOTICES _...

- 1 - July 6, 1989 TO: CLOSED-END FUND COMMITTEE NO. 23-89 UNIT INVESTMENT TRUST COMMITTEE NO. 32-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 14-89 OPERATIONS MEMBERS NO. 18-89 TAX MEMBERS NO. 21-89 RE: HOUSE WAYS AND MEANS COMMITTEE APPROVES MODIFICATIONS TO INFORMATION...