Tax Advisor Identification Number

Change Of Financial advisor - Putnam Investments
All accounts under the social security number(s) or tax identification number(s) provided all owners must sign Section 3. Section 1 Account owner information Name of current owner/custodian/trustee/entity Tax Financial advisor’s firm Financial advisor’s contact phone number ... Read More

Refund Application - Texas Municipal Retirement System
Refund Application MEMBER INFORMATION highlight. Any corrections must be initialed. Member’s Name (first, middle, last) Social Security Number Mailing Address Daytime Phone Number City State consult with a tax advisor or the IRS to determine your potential liability. ... Get Document

Deloitte - Wikipedia
Led by the UK partnership, a smaller number of Deloitte Haskins & Sells member firms rejected the merger with Touche Ross and shortly thereafter merged with Coopers & Lybrand to form Coopers & Lybrand Deloitte Tax advisor; References ... Read Article

What Is A FEIN Number In Insurance? : Financial ... - YouTube
FEIN stands for Federal Employer Identification Number. Find out about a FEIN number in insurance with help from a certified financial planner in this free video clip. Expert: Benjamin Lupu Filmmaker: James Goodwin Series Description: One of the most complicated topics of the ... View Video

Putting Your Financial Affairs In Order After The Loss Of A Spouse
When you receive your spouse’s death certificate, make several copies right away, as you will have to provide the certificate as proof of death when closing or changing ownership of accounts ... Read News

2015 Tax And Year-End Statement - Pershing
Number: ***-**-9999 Your Financial Advisor Is: All amounts and transactions displayed in this sample Tax and Year-End Statement are for illustration only and do not represent actual transactions. Federal Identification Number: Final Tax Information Is Pending for Your 2015 1099 Form(s) ... Access Content

IMPORTANT U.S. FEDERAL INCOME TAX INFORMATION CONCERNING THE ...
IMPORTANT U.S. FEDERAL INCOME TAX INFORMATION CONCERNING THE ZOETIS INC. EXCHANGE consult its tax advisor regarding the calculation of its basis in the Zoetis common 1. Name, address and employer identification number of the distributing corporation: Pfizer Inc. 235 East 42nd ... Fetch Content

FORM 1099-R - Financial Advisor - BNY Mellon
To your tax advisor. Information detailed on the form in this guide is hypothetical and for illustrative purposes only. Shows state and state identification number, if applicable to which taxes were paid. FUND’S MAILING ADDRESS A ... Document Retrieval

Federal Direct Tax & Financial Services, Mike Tendler - YouTube
Federal Direct Tax & Financial Services announces the appointment of Mike Tendler to their Pennsylvania office as the Director of Tax & Financial services. Mike’s experience of taxation and as an AFFORADABLE CARE ACT ADVISOR Apply for ITIN Individual Tax Identification Number ... View Video

Tax Withholding And Tax Identification Number Requirement
Tax Withholding and Tax Identification Number Requirement April 2009: Philippines Is a Tax Identification Number (TIN) required to enroll as a FreeLife Marketing Please consult your tax advisor to determine your specific requirements and needs related to your ... Doc Retrieval

Section 1 Identification - CLSA
Please contact your tax advisor. Section 1: Identification Legal Name of Entity . Date of Incorporation DD/MM/YYYY. Country of Incorporation. Business Registration Number : Registered Address Name of Tax Identification Number Tax Identification Number . CRS Entity Self-Certificate form 2 ... Read More

Schwab’s Revised Form 1099 Composite
Please consult with a qualified tax advisor, CPA, or financial planner. TAX YEAR 2011 FORM 1099 COMPOSITE did not give your taxpayer identification number to the payer. See form w-9, request for ... Access Document

Important Notes About Form 1098-T - Saint Leo University
Important Notes about Form 1098-T You must consult a tax advisor for this information. and taxpayer’s identification number (TIN), enrollment and academic status. Beginning with 2003, educational institutions must also report ... View Document

Change Of Account Ownership - Deutsche Asset Management
Instructions for Change of Account Ownership Existing Account Owners Consult your tax advisor for more details before completing this section. Advisor’s Name Advisor’s Identification Number (if applicable) E-mail Address ... Get Content Here

1 - Sears Holdings Corporation
Urged to consult your own tax advisor regarding the particular consequences of the Distribution to you, including the applicability and effect of all U.S. federal, Number Sears Holdings shares needed to receive one Right: 85.1872 shares . Number of ... Read Here

United States: IRS Comments Reveal Additional Details On ...
World Tax Advisor Page 1 of 2 Copyright ©2013, United States: IRS comments reveal additional details on format of Global Intermediary Identification Number Recent comments made by US Internal Revenue Service Identification Number ... Get Content Here

Contribution Form And Letter Of Instruction - Fidelity Charitable
Contribution Form and Letter of Instruction Social Security or Tax Identification Number your Advisor’s name and phone number, you are authorizing Fidelity Charitable to release information regarding this trans - fer to your Advisor for ... Get Content Here

131391 DRAFT 04012012-Ver3
TM Brokerage Pershing Account Number Voya Smartworks Reference Number Account Registration (Check one only Tax Bracket: 0 - 15% 15.1% - 32% 32.1% An investment advisor registered either with the Securities and Exchange Commission under Section 203 of the Investment ... Read Document

IntroducIng Your 1099 ConsolIdated t Ax Statement 2012 tax ...
IntroducIng your 1099 consolIdated t ax statement 2012 tax statement If your Social Security Number or Employer Identification Number is shown on your tax statement, with your tax advisor about any income reporting adjustments that may be possible based on your unique reporting ... Read More

Summarized Instructions For Completing IRS Form W‐7 ...
Summarized Instructions for Completing IRS Form W‐7, but Wespathis not your tax advisor. You should consult with your own tax advisor. Line 6b – Enter your tax identification number if your resident country has issued one to you. ... Read Here

Tax Withholding For Annuity Payments - Genworth Financial
Tax withholding for annuity payments • It is important you provide us with the proper Social Security or taxpayer identification number. • Consult your personal tax advisor regarding the tax status of distributions from your annuity. ... Return Doc

Tax Shelter Disclosure For DTF-664 Material Advisors
Tax Shelter Disclosure for Material Advisors Tax Law - Article 1, Section 25(b)(1) Material advisor’s name Employer identification number (EIN) or social security number you must enter your federal preparer tax identification number (PTIN) if you have one; if not, ... Fetch Content

Fidelity Advisor IRA Return Of Excess Contribution
Fidelity Advisor IRA Return of Excess Contribution.. form is my correct taxpayer identification number. If I am a nonresident of Excess Contribution form an IRS Form W-8BEN and included my U.S. taxpayer identification number in order to claim tax treaty benefits, if applicable. Print ... View Doc

GST Malaysia: Apply GST Number (Register GST) Malaysia - YouTube
GST Malaysia: Apply GST Number (Register GST) Malaysia GST Malaysia Training Courses. Loading Unsubscribe from GST Malaysia Training Courses? There are also various GST rules to delay or lower GST payment to the tax authority. GST Speaker 2: Really? ... View Video