Client Reminders
myStreetscape Users -Turbo Tax available February 4, 2013
Canadian Securities Tax Withholding Changes effective January 1, 2013
If you hold certain Canadian securities, please read the attached information which goes into effect on January 1, 2013.
JUST A REMINDER: SMITH HAYES can only accept checks made payable to National Financial Services LLC or "NFS". Please remember if you have an IRA in which FMTC/NFS is the custodian/trustee, contribution checks need to be made payable to National Financial Services LLC or "NFS". Should you have an IRA which is held directly at the mutual fund or insurance company, those checks should be made payable to the respective fund. Please check below for some examples of where you may have your IRA and how to make your check payable.
| If your IRA is held at and the custodian is: |
Make check payable to: |
|---|---|
| National Financial Services LLC (custodian/trustee FMTC/NFS) |
National Financial Services LLC or NFS |
| American Funds (custodian/trustee - Capital Bank & Trust Company [CB&T]) |
Capital Bank & Trust |
| Franklin/Templeton Funds (custodian/trustee - Franklin Templeton Bank & Trust) |
Franklin Templeton Bank & Trust (FTB&T) |
| Invesco |
INTC (Invesco National Trust Co.) or Invesco Investment Services |
| Pioneer Funds (custodian/trustee - Pioneer Investment Management Shareholder Services [PIMSS]) |
PIMSS as IRA Custodian |
Do not hesitate to contact your investment consultant with any questions. As always, we thank you for your continued trust and confidence.
Taxes and penalties may apply to early withdrawals. SMITH HAYES does not provide tax advice.
